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Share Name Share Symbol Market Type Share ISIN Share Description
Scottish Mort 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
  +0.00p +0.00% 534.50p 534.50p 535.50p 539.00p 534.00p 536.50p 2,200,581 16:35:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 30.7 16.7 1.2 445.4 7,850.77

Scottish Mortgage Share Discussion Threads

Showing 526 to 549 of 700 messages
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
23/4/2018
14:42
what i want to know is this a good time to add please anyone with insight and having assessed the tech situation
ali47fish
23/4/2018
12:38
Aren’t you conveniently forgetting the successful floatations of Spotify and DropBox? These balance the setbacks for Tesla and Facebook.
caradog
23/4/2018
08:23
Indeed you are right. Recently I have had a fund suffer considerable losses due to the Facebook debacle. The bigger they are the harder they fall...
the juggler
23/4/2018
08:14
Yes, naturally unlisted are rightly considered a high risk investment. But there is a disparity in risk approach to their top investments such as Amazon/Alibaba where they allow portfolio holdings to balloon up to a massive 10% (or even more in the past) and the very tight restriction on holdings in unlisted which are mostly in the 0.1% to 0.4% range.
quepassa
23/4/2018
07:58
That's great news! As to the small percentage holding I guess that is down to their risk management framework. Not complaining though as I invest here for conservative gains rather than a rollercoaster ride!
the juggler
23/4/2018
07:52
WOW. WOW. WOW. - Breaking news Flipkart sold to Walmart for $20billion being significantly higher than the c.$12 Billion valuation last year. Great news for ScoMo who valued their 0.4% portfolio holding in Flipkart G Pref shares at GBP£26.54million as at 31/1/18. Shame perhaps the investment wasn't significantly bolder. Another great investment by ScoMo and yet further justification of just how right they were to dedicate an increasing part of the portfolio to Unlisted Investments in tech start-ups. Well done. ALL IMO. DYOR. QP ps. Do they restrict their investments in individual unlisted stocks too tightly with the majority of holdings being in the 0.1 to 0.4% range?
quepassa
05/4/2018
06:45
Currency bulls see sterling strengthening another 8% this year as Brexit fears recede. Already strengthened from 1.30 to 1.40. Hostile environment for ScoMo: 1. Tech stocks under the cosh. Amazon-Trump, Facebook-Info-harvesting, Tesla-valuations. 2. Strengthening sterling 3. China-USA trade war posturing unsettles sentiment. After many years of outperformance - looks like the recent challenging headwinds are now turning nasty for ScoMo. ALL IMO. DYOR. QP
quepassa
29/3/2018
06:43
To be honest, people have been saying Tesla will go bust for years. I've yet to see anyone get rich making that call. One day, someone might. I though the NAV might get a bigger boost from the Dropbox IPO. Perhaps we didn't hold it, or as much of it, as I had anticipated.
mad foetus
29/3/2018
04:49
Tesla I think is around 8%. Good that the management team is I think they have been too blinkered on that investment. I can see 2018 as being the year Tesla went bust. With their debt yielding nearly 7% it means equity dilution is on it's way.
monty panesar
28/3/2018
15:51
is it not nowa good time to add? anyone!
ali47fish
22/3/2018
16:44
As at 31/1/18 ScoMo had 2.5% of its portfolio in FaceBook, being ScoMo's 11th largest holding. As at 28/2/18 ScoMo had 7.7% in Tencent, 7.3% in Alibaba and 4.4% in Baidu being ScoMo's 2nd, 3rd and 6th. largest portfolio holdings. ALL IMO. DYOR. QP
quepassa
17/3/2018
11:09
Re Drop box listing in US.Wonder what James Anderson is going to do with his holding?
lollipop3
12/3/2018
11:04
Looking like an all time high today
shavian
24/2/2018
14:01
Keep posting good news QP
lollipop3
24/2/2018
05:51
Big PayDay soon for ScoMo DROPBOX is going public and targeting a $500m fundraising. ScoMo shows an unlisted investment in DropBox (Dropbox Inc Series B Common) which they valued on 30/11/17 in their portfolio at $24.1million. And Another likely even bigger PayDay for Scomo with Spotify which are also gearing up to public around the same time - without a fundraise- where ScoMo show a November 2017 valuation for its Spotify investment of $44.7m - being 0.7% of ScoMo's portfolio. Two great situations for ScoMo which add a lot of weight to their strategy of investing in early stage/unlisted companies. ALL IMO. DYOR. QP
quepassa
10/2/2018
09:23
I am not convinced that a £1m trade is significant for a mkt cap stock of £6.6billion. If my maths is correct, that's just 0.015% of the stock. But good to see buying nonetheless. ScoMo is down from around 475p to 425p or roughly 50p or some 10% in just the last couple of weeks for obvious reasons. Still significantly up from 350p this time last year. If you think the whip-saw volatility is coming to an end, a nice entry point. The converse is also true. One macro supportive point is that it seems that all/most economies including USA are much stronger than at any time in the last decade. Seems the market was overdue for a correction. Understandable. You pays your money and you takes your choice. It's hard to do sometimes but never forget Warren Buffet's greatest words: "When others are greedy be fearful. When others are fearful be greedy." Good Luck All. ALL IMO. DYOR. QP
quepassa
10/2/2018
08:23
And another 264k at Friday's close.
shavian
06/2/2018
17:29
Someone buys 747k.
wetdream
06/2/2018
10:38
Sorry out for now.
hazl
06/2/2018
10:00
And quite a big trade there.......198400....lets hope it bodes well. The pre-market Dow is rather erratic but appears to be positive at the moment. IMO
hazl
06/2/2018
09:48
just got a few ....hoping for a bounce
hazl
21/11/2017
14:33
Tencent doing well
lollipop3
07/11/2017
09:13
Good write-up in the Times today.
toby tots
31/10/2017
09:40
High quality growth keeps getting more expensive it seems - if it delivers - can always try Monks for a more diversified play but the chart could be equally off putting.
its the oxman
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
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