Share Name Share Symbol Market Type Share ISIN Share Description
Polar Capital Technology Trust Plc LSE:PCT London Ordinary Share GB0004220025 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.00 0.41% 1,480.00 1,478.00 1,480.00 1,484.00 1,466.00 1,476.00 170,219 16:35:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 13.1 -4.5 -4.7 - 1,979

Polar Capital Technology Share Discussion Threads

Showing 126 to 145 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
02/3/2010
10:58
Trading at nearly 10% discount to NAV. Ben Rogoff leads the managers and they are relatively clued up.Ex Henderson tech. Has good exposure to large US tech stocks,which offer far greater values than anything U.K side,where people are paying p/e's of over 50 for some tech stocks!!! In the USA the likes of IBM Apple are nearer a p/e of 10! The sector should outperform this year. The shares have entered an uptrend. Also not a bad hedge against a collapse in sterling. Top 10 Longs | % | | Sector Breakdown | % | +---------------------------+------------+------------+------------------------+----------+ | Apple | 6.4% | | Semiconductors | 23.0% | +---------------------------+------------+------------+------------------------+----------+ | Microsoft | 5.2% | | Comms Equipment | 20.1% | | | | | | | +---------------------------+------------+------------+------------------------+----------+ | Google | 4.9% | | Computing | 19.4% | | | | | | | +---------------------------+------------+------------+------------------------+----------+ | International Business | 3.7% | | Software | 18.3% | | Machines | | | | | +---------------------------+------------+------------+------------------------+----------+ | Cisco Systems | 3.6% | | Internet / Consumer | 10.6% | | | | | | | +---------------------------+------------+------------+------------------------+----------+ | Hewlett-Packard | 3.0% | | Services | 3.7% | +---------------------------+------------+------------+------------------------+----------+ | Oracle | 2.8% | | Healthcare | 1.4% | +---------------------------+------------+------------+------------------------+----------+ | Intel | 2.6% | | Telecoms / Media | 1.2% | +---------------------------+------------+------------+------------------------+----------+ | Samsung Electronics | 2.4% | | Electronic Components | 1.1% | | | | | | | +---------------------------+------------+------------+------------------------+----------+ | Qualcomm | 2.2% | | Other Sectors | 1.0% | +---------------------------+------------+------------+------------------------+----------+ | Total | 36.7% | | Clean Energy | 0.1% | +---------------------------+------------+------------+------------------------+----------+ | | | | Defence / Security | 0.1% | | | | | | | +---------------------------+------------+------------+------------------------+----------+ | | | | Total | 100.0% | +---------------------------+------------+------------+------------------------+----------+ | | | | | | +---------------------------+------------+------------+------------------------+----------+
restassured
28/11/2008
13:10
Interesting to see net asset value is 170.19 with a share price of 130p thereby giving a discount of 23.6%. For a portfolio of Nasdaq 100 companies that is a pretty steep discount even in this market!! Maybe time to accumulate?
rat attack
04/5/2007
13:52
Must be ready to pop, in at 227, nav 243, nasdaq probing higher.
kingfast
07/2/2007
16:22
well its up nicely at the moment - see thread.... polr
its the oxman
07/2/2007
16:21
Any views on this new float--is it worth backing? I made a nice profit on NSAM when it floated.
moormoney
10/1/2007
09:50
Just to be clear (and Cambium does clearly state it!), it is the management company which is seeking admission to AIM. Polar Capital Technology Trust will continue to be listed on the main market.
lfdkmp
08/1/2007
10:34
LONDON (AFX) - UK asset management company Polar Capital Holdings PLC has said that it is seeking admission to AIM, with an expected market value of at least 100 mln stg. Polar Capital currently has 3 bln usd in assets under management. Admission is expected to take place in February 2007. alex.ferguson@afxnews.com
cambium
02/1/2007
10:51
Rupert Montagu http://www.montagunewhall.com/about-management-team.htm
cambium
02/1/2007
10:49
Michael Moule resume http://www.livablestreetsinc.com/resume.htm
cambium
02/1/2007
10:48
Mr Michael Moule and Mr Rupert Montagu whose appointments as directors of Polar Capital Technology Trust Plc became effective on 1 January 2007 declare the following interests in the shares of the Company. M Moule: ordinary shares (beneficially held) 7,000 R Montagu: ordinary shares (beneficially held) 8,500
cambium
08/12/2006
07:59
I've been in (for long periods) and out of these from the 1990's since they were Henderson Technology. Have made very satisfactory gains over the years. (not spectacular like some of the AIM stocks). Started to accumulate again about 4 months ago. Agree short term 245p very achievable. Medium/Longer back to £4+, where we've been in the past. The Polar team are astute technology players, imo
lfdkmp
07/12/2006
21:07
245p short term target imho
holgerl
06/12/2006
09:01
nice 25k buy
holgerl
06/12/2006
08:50
That means they have made £8m in the past 4 days?
holgerl
06/12/2006
07:05
When will the nav be reported. How many sola do these guys have??
holgerl
05/12/2006
19:03
Renesoa has shot up
holgerl
23/2/2006
10:10
this is the best way to hold tech stocks. My new buy as I sell down some metals.
yam114
22/2/2006
16:47
Tipped by UPDATA.
dondee
06/2/2006
16:16
buy volume 5mil at 258.75p against 50K sell ...
gb2005
26/12/2005
19:26
JoeyCooper, Thanks for information which is much appreciated . Still at small premium to NAV I notice. Could be dangerous if nasdaq starts to fall . Must now check nasdaq chart but I guess it must be in solid uptrend as most markets are. i notice this stock is a spreadbet stock also !
arja
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