Share Name Share Symbol Market Type Share ISIN Share Description
Scottish Mortgage Investment Trust LSE:SMT London Ordinary Share GB00BLDYK618 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.90p +0.51% 372.70p 372.70p 373.10p 373.10p 370.80p 371.80p 2,204,011.00 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 32.9 22.3 1.7 224.5 5,093.02

Scottish Mortgage Share Discussion Threads

Showing 376 to 398 of 400 messages
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
25/4/2017
16:43
Top Ten Holdings AS AT MARCH END - 2017 Holdings % of Total Assets 1 Amazon.com 9.5 2 Tesla Motors 6.8 3 Illumina 5.9 4 Tencent 5.7 5 Inditex 5.5 6 Alibaba 5.1 7 Facebook 4.8 8 Baidu 4.4 9 Alphabet 3.7 10 Ferrari 2.8 Total 54.2 ALL IMO. DYOR. QP
quepassa
24/4/2017
13:45
Just how much money do the ScoMo team have invested in the Trust? There is a fascinating article in the same publication headed " Who has real skin in the game?". P.31 The article contains a table titled " The million-plus manager club" in which ScoMo appear in top position with the ScoMo Team having an astonishing £54.1m invested. - That's a really large wedge of money. By random comparison the Scottish Oriental Team are shown as having a collective £2.3m invested. Always excellent to see the Managers having real skin in the game. Adds a lot of confidence. ALL IMO> DYOR. QP
quepassa
24/4/2017
13:35
" SMT is head and shoulders above its peers not only in terms of long-term performance but also size with net assets of £4.5bn" High praise for ScoMo and justly deserved in my opinion in the excellent monthly publication Money Observer. New edition May 2017 . Article on page 10 of accompanying supplement. Interesting graph headed " Outstripping its GLobal Peers" gives comps between ScoMo's performance and 1) Foreign Colonial and 2) Global Sector Average. ALL IMO. DYOR. QP
quepassa
14/4/2017
15:41
http://wolfstreet.com/2017/04/11/tesla-gm-comparison-market-share-income-valuation/
spoole5
12/4/2017
18:56
I read somewhere that Investment trust sometimes issue shares when price is strong then buy them back when markets fall to try and smooth out performance.
tim 3
12/4/2017
14:27
Almost daily issue of new shares at a premium is holding the share price down. Is this a good idea on the part of management?
ygor706
10/4/2017
17:25
Amazon now squarely through $900. My money is on $1,000++ before year end. Tesla daily surging to new all-time-highs and now at $310, having almost risen an astonishing 45% from $220 in just three short months since beginning of the year. All very positive indeed for ScoMo's portfolio and valuations. ALL IMO. DYOR. QP
quepassa
07/4/2017
09:09
This move to borrow 125m in GBP seems sensible to me. Interest rates are not going any lower, I think. Also, the GBP is likely to depreciate over the next 20 years, making the debt smaller in relation to the assets (which are mainly is USD). The trust will be pleased to to finally get rid of the debentures (raised in the 1990's). I think they pay an average interest rate of around 14%.
galeforce1
06/4/2017
20:53
Qp, I thought you said you were done with Scot mortg after Anderson's rant against May?
spoole5
04/4/2017
22:12
A good day in prospect for ScoMo tomorrow. Their biggest holding Amazon up 1.7%, likewise their third largest holding Tesla up 1.7%. QP
quepassa
04/4/2017
12:56
I hold directly. It fits perfectly into my aggressive GROWTH portfolio. If you measure this stock on traditional "value investing" criteria and textbook ratios, you'll run a mile - just like you would have on Google, Microsoft, Apple and Amazon in years gone by. The rest on those stocks is history. That is the real investing genius of Anderson. And I do mean genius. He is a very cerebral, and prescient investor. Personally, I can't think of anyone in the UK professional investing arena who comes close to his talent in spotting true global growth potential. It's not just a fluke that ScoMo has joined the illustrious ranks of FTSE 100 companies. The growth in the ScoMo portfolio is unprecedented for such a large fund size. Anderson and team are absolutely spot on about the meteoric prospects for Tesla. ALL IMO. DYOR. QP
quepassa
04/4/2017
12:39
Tesla mcap now greater than Ford's, I heard on the radio this morning. All a bit crazy, and I would never have the nerve to hold it directly. That's why I think the only way for a natural value investor (like myself) to hold growth shares is through a fund like this.
galeforce1
04/4/2017
11:47
And all for a company that will never make a profit!
spoole5
04/4/2017
09:29
Market cap of Tesla surges to $48billion and is now higher capitalised than Ford at $45billion. Tesla Share price up 20% so far this year from $250 to $300. As at end Feb, Tesla was ScoMo's 3rd largest holding at 6.3% of portfolio. - Maybe higher by now/April. QP
quepassa
23/3/2017
12:51
DEA Capital SpA UP 10% today. QP
quepassa
22/3/2017
13:55
QP An interesting suggestion and a completely new name to me. Thankyou.
galeforce1
22/3/2017
09:23
Have added DEA Capital SpA (DEA.MI) to my stable of exotics. Thank you Edison for the lead:- hXXp://www.edisoninvestmentresearch.com/research/company/dea-capital Market appears to be beginning to chase Europe again. ALL IMO. DYOR. QP
quepassa
18/3/2017
12:41
2.5m more shares issued at 362p ...... a premium to the net asset value.
ygor706
17/3/2017
21:16
into ftse 100 today - hence closing jump - more volatility likely now..
pjw956
10/3/2017
15:48
Eton Musk is promising to solve South Australia's energy problems within 100 days or his equipment is free to the buyer. Wallpack 2 has just been launched in Australia so this could be either a very clever or somewhat expensive PR initiative! TESLA a big holding in the SMT portfolio.
ygor706
01/3/2017
18:14
SMT finally made it!Well done James Anderson.
galeforce1
28/2/2017
16:00
citywire.co.uk/money/scottish-mortgage-set-to-soar-into-ftse-100/
robow
02/2/2017
20:54
Illumina & Nvidia doing well,i think its the latters figures 9th
lollipop3
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