Polar Capital Technology Share Discussion Threads

[pj84] 13/12/2024 18:04

Polar Capital Tech diversifies AI portfolio with power and networks

Fund managers Ben Rogoff and Alastair Unwin snap up power and network stocks that will supply data centres as US companies plan to hike AI infrastructure spending to $1trn by 2028.

[ayl30] 10/12/2024 07:09

Todays Rns with managers report looks like a read

[steeplejack] 09/12/2024 14:32

A current discount to NAV of 12.5% is simply too large...markets have Xmas drift.

[pj84] 21/11/2024 13:51

Nvidia’s quarterly sales surpassed market expectations, as revenue rose 94 per cent year-on-year to $35.1 billion. Analysts had forecast sales of $33.2 billion. Net income, or profit, also surpassed Wall Street’s expectations, rising 109 per cent to $19.3 billion, ahead of analysts’ forecasts of $17.4 billion.

[mello2024] 03/10/2024 19:11

Just to let shareholders and prospective investors know that PCT will be presenting at Mello's 10 year anniversary show on Tuesday 19th November 2024 9am - 7pm.

We have created a two day investor conference that will include 12 top quality keynote speakers, 8 educational workshops and panel sessions, 40 exhibiting companies plus over 60 company presentations for investors to evaluate and understand their current or future investments. Tickets are still available:

[deadly] 13/9/2024 22:14

10 for 1 split today

[suetballs] 03/9/2024 19:51

I seem to have got lucky with my pct sale - nasdaq down 3% today.
Still sitting on my hands.
Suet

[suetballs] 29/8/2024 07:20

I sold pct yesterday morning concerned about Nvidia.
Looks like I shouldn't have bothered and will buy back.
My decision to sell was to bank a profit plus I have lots of AI including Nvidia in my pension.
Suet

[suetballs] 19/7/2024 16:36

2% holding in Crowdstrike at 30/04/24.
Suet

[johndoe23] 17/7/2024 14:09

Maybe also Nasdaq down? Watching with interest, could 3200p be a good buying opp?

[spangle93] 17/7/2024 09:17

Final results


Plus a 10 for 1 share split in September


Not sure which has led to a risk-off sale this morning, but since Allianz is also similarly down, it seems more of a market reaction than share specific

[pj84] 15/7/2024 13:14

"Nvidia could reach $50tn market cap in a decade, says top tech investor"

"Early Tesla and Amazon backer James Anderson sees chipmaker’s potential scale as ‘way higher than I’ve ever seen’"

This is the top end of the range of his forecast with a 10 - 15% probability but nevertheless he believes the exponential growth will continue although there will inevitably be some significant pullbacks of maybe 30 - 35 % along the way.

"A crucial influence on Anderson and Baillie Gifford’s investment process has been academic Hendrik Bessembinder, who found that over many decades just 4 per cent of stocks accounted for all the net wealth creation — providing the basis for their belief that fund managers should seek to identify companies that are extreme winners."

...

" Addressing the question of whether generative AI has been overhyped, Anderson said “the narrow generative AI for basic and consumer tasks may well be overblown, but we see the big issue as whether it can solve serious problems in 10 years”, including autonomous driving, robotics and drug discovery. “And in that sense it’s the opposite of hype . . . Nvidia is quietly but firmly leading in backing and providing these areas.”"

[h1a3] 22/6/2024 19:59

Hi Stevemk1066
I have always known them as PCT, however I recall that they were historically linked to the Henderson stable.
My original investment was for our grand nephews/nieces using the monthly savings plan but that was sadly closed some 20 years ago. I still hold the shares and only wished that the saving plan had continued.

[stevemk1066] 18/6/2024 10:41

h1a3 - is that when they were Henderson Technology Trust?

[h1a3] 15/6/2024 20:01

Great company that provides access to some top tech companies.
I have been with PCT for more than 20 years++ since they were around £1.00/1.50 ish.
Upwards and onwards!!!!
Now buying some MNL for some racier fun.
AI is here and we all must get on the bandwagon.

[phillis] 14/6/2024 07:51

Happy days

[ayl30] 14/6/2024 07:05

Continuing to creep upwards

[pj84] 04/6/2024 08:40

From the above article

“Polar Capital Technology Trust
Excitement about growth fuelled by artificial intelligence means that there are few ways that investors can get exposure to the American technology sector at a reasonable price. Enter Polar Capital Technology Trust.

The investment trust has built a £3.8 billion portfolio spread across a variety of different tech themes. Around a third of the portfolio is in the semiconductor industry. Its biggest investment is the chip designer Nvidia, at 10.4 per cent of the portfolio as of the end of April. Its top 10 holdings also include Taiwan Semiconductor Manufacturing Company, as well as the chip companies Advanced Micro Devices, ASML Holding and Micron Technology.”
….

And

“Still, the discount means overall the trust remains one of the more affordable ways to get access to pricey stocks in Silicon Valley.

Advice Buy

Why High quality tech at a 9 per cent discount”

[davidosh] 06/5/2024 19:48

Polar Capital and three of their trusts will be at Mello2024 in two weeks time

For the whole of this long weekend any investor buying a ticket for the *Mello2024* event will be given the bonus of being able to bring a friend or family member completely free of charge. Worth getting a friend to join with you and halving the cost maybe...


Mello2024 investor conference takes place on the 22nd and 23rd May Do come and join us....another six companies added to the list today and another six to be announced on Monday.

We want to keep this important face to face engagement with companies going and it has been tough since Covid as many directors just want to do webinars as their only token offering to investors. If you want to ask private questions or check out body language it is impossible on webinars and investors need to network with each other too.

Please support us and encourage companies/ management teams you are in contact with to come along to Mello2024 in Chiswick on 22nd or 23rd May

Mello2024 – Mello Events

If you have never been to one of our two day conferences before then clearly you are missing a great opportunity to engage with management teams and also network with hundreds of likeminded investors so we are offering virgin tickets at just £30 for either of the days so that you can see what it is all about.....a big discount from £99.00 and if you do not agree having spent the day with us I will give you an annual pass to our virtual shows on top. I just want investors engaging with all these quality smaller companies. This offer is only if you have never attended before so please be fair to all those who pay much more.... Simply enter the code NEW2MELLO24 BUY NOW:

[pj84] 05/5/2024 16:12

PCT is one of of the 2 trusts which are the focus of this article which is well worth a read for any holders or potential holders.

[suetballs] 08/3/2024 16:04

yep nose bleed territory.
Due a pull back me thinks.
Suet

[jimic23] 08/3/2024 15:52

£30 there she blows