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Share Name Share Symbol Market Type Share ISIN Share Description
Scottish Mortgage Investment Trust Plc 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
  17.00 1.78% 974.50 970.00 971.50 973.00 945.00 964.50 1,814,639 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.9 24.1 1.6 628.7 14,342

Scottish Mortgage Invest... Share Discussion Threads

Showing 526 to 550 of 1200 messages
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DateSubjectAuthorDiscuss
05/5/2018
07:28
Yes, I sold out of this too early a couple of weeks ago. Easy to lose confidence in market chop, kudos for those who ignored the noise.
mad foetus
05/5/2018
07:24
Some very big positive moves yesterday on Faang-Street. Such as Baba + 3.5% and Tesla + 3.4% amongst others. 500p looks nearer and nearer. Perhaps sooner rather than later. ALL IMO. DYOR. QP
quepassa
30/4/2018
08:55
quepassa why is that a buy signal?
ali47fish
30/4/2018
08:12
Weakening sterling will certainly boost ScoMo.
quepassa
27/4/2018
07:07
Amazon. Wow!! After a dismal start to 2018, the markets are settling Sterling has also weakened dramatically and rapidly. ScoMo have started issuing equity again frequently/regularly which is historically a good sign and a reliable buy signal. I see 500p on the horizon. ALL IMO. DYOR. QP
quepassa
25/4/2018
10:47
I've decided to sell out, spread and liquidity means it is always easy enough to get back in if I am wrong. Good luck all.
mad foetus
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
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