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
  -10.00 -1.54% 640.00 641.00 641.50 650.00 639.50 648.50 2,054,957 16:35:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 390.2 9,400

Scottish Mortgage Invest... Share Discussion Threads

Showing 526 to 550 of 825 messages
Chat Pages: 33  32  31  30  29  28  27  26  25  24  23  22  Older
DateSubjectAuthorDiscuss
08/5/2018
13:23
Yesterday's great run on Faang-Street pushed ScoMo's NAV up another four and a half pence to 481.5pence. 500p any time now methinks. ALL IMO. DYOR.QP
quepassa
08/5/2018
10:56
Big jump in NAV from 470p at close for Thursday 3rd to 477p for Friday 4th. Should also be an good uplift another of another few pence for yesterday when US was open but UK closed. ALL IMO. DYOR. QP
quepassa
08/5/2018
08:27
Big positive moves on Friday and also yesterday on FAANG-Street combined with tumbling sterling should see ScoMo through 500p in short order. Looks like Walmart/Flipkart deal to be announced this week. ScoMo still missing a big trick with Zillow Inc which is now at an All-Time-High and climbing rapidly. The Silicon Valley portal which becomes the GLOBAL dominant online force in REAL ESTATE will likely eventually make some of the FAANGs look like milk-teeth. ALL IMO. DYOR. QP
quepassa
08/5/2018
08:19
A nice rise up today after tip in Sundays Telegraph
lollipop3
05/5/2018
06:28
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
06:24
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
07:55
quepassa why is that a buy signal?
ali47fish
30/4/2018
07:12
Weakening sterling will certainly boost ScoMo.
quepassa
27/4/2018
06:07
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
09:47
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
13:42
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
11:38
Aren’t you conveniently forgetting the successful floatations of Spotify and DropBox? These balance the setbacks for Tesla and Facebook.
caradog
23/4/2018
07:23
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
07:14
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
06:58
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
06:52
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
05:45
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
05:43
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
03:49
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
14:51
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
Chat Pages: 33  32  31  30  29  28  27  26  25  24  23  22  Older
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