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Share Name Share Symbol Market Type Share ISIN Share Description
Scotgems Plc LSE:SGEM London Ordinary Share GB00BYT25542 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 63.00 61.00 65.00 63.50 63.00 63.50 18,767 08:00:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 1.0 0.2 0.3 190.9 34

Scotgems Share Discussion Threads

Showing 26 to 49 of 50 messages
Chat Pages: 2  1
DateSubjectAuthorDiscuss
14/9/2020
15:28
Agreed, ltcm, only simpletons buy solely because there is a large discount to the supposed NAV.
chuckol
14/9/2020
15:26
Thanks @Epistrophy, missed the charges cap. EM generally been doing well lately, as likely weak-$ related but can't see that ending anytime soon, whoever wins the White House.
spectoacc
14/9/2020
14:49
Hi Specto, I bought some last week too. Angus Tulloch has a pretty strong reputation, very happy to invest alongside him. Agree the trust is too small, but the manager has capped their fees so ongoing charges won't be more than 1.5%, which isn't TOO bad for emerging/frontier market stuff. And there's no performance fee at least.
epistrophy
14/9/2020
14:21
The little Woodford fella @Johnwig clogging up the thread with a handful of his dozen or more logins I see. Filter filter filter.
spectoacc
14/9/2020
13:30
Unilever Nigeria, City Lodge, Cyient, RCL Foods, Delfi, Youngone, Suprajit Engineering, Consorcio ARA, Haw Par, BRAC Bank are all Not-Asset-Value (which is Specto's weird but favourite phrase.)
pete_bane
14/9/2020
13:22
It definitely does not do for Spectoacc. Most of his thousands of posts have been predicated on showering doubt over quoted values.
1tcm1
14/9/2020
13:13
The real value of the company constituents is quoted. That’ll do for me.
steve3sandal
14/9/2020
12:39
A discount to what, though? You cannot have the slightest idea of the real value of the constituents, can you? So it's really a little bit silly isn't it?
pythian
14/9/2020
07:55
Been buying this morning, the discount finally sucked me in, tho agree with comments above re performance, fees, sub-scale. Doubt they'll pass a continuation vote, unless performance shows a big improvement (which it still might between then & now).
spectoacc
18/8/2020
20:18
Is that the 1.47% shown as the ongoing charges? Includes the management fee (1%) from what I can see?
gb904150
13/8/2020
08:30
Look at the annual management charges. Little wonder they are happy to continue running an arguably sub scale trust. The recent report shot through with excuses and reasons for their 'performance'.
essentialinvestor
12/8/2020
10:39
Everyone getting bullish on EM at the moment...........
chrisdgb
02/8/2020
14:07
Not at all impressed by that H1 report.
essentialinvestor
29/6/2020
18:55
It’s just too small to be of interest to anyone but retail investors sadly. Not a bad place to hide out IMO but we are probably just waiting for the discount to get so large that the Board have to throw in the towel. It must in time, and one of a few similar opportunities for the patient. Not at all unhappy.
steve3sandal
29/6/2020
13:33
and the NAV just keeps rising........
chrisdgb
19/5/2020
10:29
I don’t see how this vehicle can continue down here. Sub optimal size, no means to manage the discount. I had a tickle, 19 of 21, but Mr Tulloch is a big cheese at Stewart Ivory and I wonder what he has worked out.
steve3sandal
19/5/2020
09:11
Discount over 20% now,no wonder Tulloch is filling his boots.....
chrisdgb
29/4/2020
15:57
That's been the mantra from day one?. Current % spread is 6%. No dividend. At least something like FEET finally showed some outperformance during the recent downdraft. Abysmal?.
essentialinvestor
29/4/2020
10:46
Thanks for the reminder. Prompted me to read the Accounts. Quite impressed with the decisions of the new manager. Focus on strong balance sheets and largely consumables. I’ve bought a few down here too for my tail as Im not good a watching my watchlist. I still hold my earlier comments which reflect they are like, between a Rock and a hard place. But, management and board hold quite a large slug here if this becomes uneconomic to run, I feel sure they’ll organise a wind up around NAV or a merger into something Stewart/Emerging which will suit me fine. Fingers crossed we can defeat this Covid thing around the third world too.
steve3sandal
29/4/2020
09:20
Picking a few up this morning, looks interesting..........
chrisdgb
11/2/2020
17:35
1607 Capital Partners now appears on the register 0% - 5.47%. They have a record of buying into discounts. Mops up lots of stale sellers here.
steve3sandal
01/2/2020
23:02
Interesting that the NAV was only down circa a Penny last week when all around EM was getting sharply marked down, sold, dumped. Well it felt like that to me who has just loaded up on EM but it’s clearly not happened here so well done those of you hoovering up in Nov Dec. It might say something about a small China position, illiquidity of small caps (realising cash quickly means selling large caps), or it might indeed the quality of the holdings. I’m now inclined to go back in here for value, discount, or strategic change, but I suspect we have at least another week or 2 before the hoped for tailing off in coronavirus numbers so I’ll hold off for now.
steve3sandal
01/2/2020
22:23
For ref: hTtps://www.scotgems.com/shareholder-information/ And latest fact sheet: htTps://www.scotgems.com/content/dam/scotgems/globalassets/scotgems/factsheets/december-2019-factsheet.pdf
rambutan2
03/1/2020
15:18
Might be setting up for some Upside here imv. Eye watering NAV discount.
essentialinvestor
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