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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
  -2.00p -0.38% 528.50p 528.50p 529.50p 531.50p 527.50p 531.00p 1,658,531 16:35:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 30.7 16.7 1.2 440.4 7,762.64

Scottish Mortgage Share Discussion Threads

Showing 576 to 600 of 700 messages
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
02/8/2018
20:48
BIG day for ScoMo tomorrow. Prices at 20.45hrs London time:- Tesla +15% Illumina 2.5% Amazon +2% Netflix + 1.7% FERRARI + 7% Correction. MEGA day for ScoMo tomorrow. ALL IMO. DYOR. QP
quepassa
02/8/2018
14:46
Tesla + 9% today. Less cash burn. Better production figures. Apologies to analysts. QP
quepassa
30/7/2018
18:11
Shavian, Thanks.
wetdream
28/7/2018
07:39
Wet dream : you could start by reading the team’s latest quarterly review here: Https://www.bailliegifford.com/en/uk/individual-investors/funds/scottish-mortgage-investment-trust/insights/?article=2018-q2-scottish-mortgage-managers-review-an-era-for-growth-investors-ind-we-0763 The section on ‘Current Challenges’ makes it clear that JA and team have been taking profits in Facebook off the table for a while and it seems the retained holding is insignificant , hence the very modest drop in NAV on Facebook’s terrible results. Exposure to social media sector is now sensibly low. The focus on the real tech giants like Alibaba, Tencent and Amazon who actually sell stuff in this digital era makes much more sense than investing in the ephemeral twittering of children of all ages on social media. I’d like to see more emphasis in the portfolio into the emerging new materials sector, where the U.K. has a significant presence partly thanks to some discrete and inspired government help via the InnovateUK and Catapult initiatives. Firms like IQE in photonics wafers and Versarien in 2D materials such as graphene are emerging as world leaders in their fields. Katie Potts over at Herald holds both of these companies. Perhaps a bit small-cap for ScoMo as yet, but watch this space.
shavian
26/7/2018
20:59
The growth in underlying net assets since the beginning of the year has been impressive and it is not difficult to see why the shares continue to trade at a premium to nta. The ability to continue issuing shares at a premium must also create something of a virtuous circle from the performance perspective. The only thing that makes me slightly nervous is the narrow focus of the portfolio: if one of the investments goes sour how quickly can the managers react? Will they be able to act? So far so good and I'm happy to ride the wave for the time being.
ygor705
26/7/2018
07:52
Yawn. Yawn. Yawn. Please tell us: 1.what portfolio holding ScoMo has in Facebook 2.is Facebook a Top Ten holding for ScoMo 3.Has ScoMo recently increased or reduced its holding in Facebook following the data breaches and political interrogations of Facebook? I don't think you have a clue about ScoMo or its portfolio QP
quepassa
26/7/2018
07:32
and Facebook? 'Facebook shares tumbled by more than 20% on Wednesday after the social media network's revenue and user growth fell short of investor expectations. The firm, which is facing backlash for its handling of fake news and privacy, said it had 2.23 billion monthly active users at the end of June. This was up 11% on June 2017, the slowest growth in more than two years. It also warned investors that spending growth would outstrip revenue gains in 2019, pinching profits.'
wetdream
26/7/2018
04:51
Yesterday. Baba +4.8% Amazon + 1.9% Alphabet + 1.2% Illumina +2.3% Tesla + 3.8% looks like a big uplift in value of several of ScoMo's core/top ten holdings yesterday. Should feed thru to a buoyant price for ScoMo today. ALL IMO. DYOR. QP
quepassa
19/7/2018
13:24
Asml Facebook Illumina Intuitive Rocket Tableax all doing well.Hop we get £6 by Christmas.
lollipop3
19/7/2018
13:21
Ha, they are a bit capricious, specially in the oil and gas sector
spangle93
19/7/2018
10:05
Well done and may the Investment gods continue to smile on you.
quepassa
19/7/2018
08:38
Bought at the equivalent of around 205p so it's been great for me. I'll run more than half, but I took a first tranche off the table yesterday. I put some in the Herald fund you mentioned, QP, looks to have similar potential, so thanks for sharing
spangle93
19/7/2018
08:29
STELLAR performance. Now through 560p Some names like ASML holding NV doing very well recently. If sterling continues to weaken on Brexit concerns ( although not certain it will ), cannot be ruled out that we shall see 600p by Christmas. Onwards and Upwards for ScoMo. ALL IMO. DYOR. QP
quepassa
17/7/2018
08:02
554 was the ath?
eh9
13/7/2018
08:28
New ALL TIME HIGH new ATM this morning at 552p. Go ScoMo. QP
quepassa
25/6/2018
15:11
Wow you can just about buy at NAV good times
patthehat1
20/6/2018
14:47
Netflix & Tableaux doing well
lollipop3
15/6/2018
08:32
I will let you know in six months!
merie
15/6/2018
08:28
Pricing not getting a bit toppy here?
wtacraig1
14/6/2018
16:46
Stunning recovery by Tesla from $250 just a month ago to $350 now. Looks to me that Tesla will shortly be retesting its 2017 All-Time-Highs of $380 and go through it. Recent announcements about lay-offs at Tesla and improving production costs have vastly improved investor sentiment. ALL IMO. DYOR. QP
quepassa
14/6/2018
12:04
The most fantastic and readable article (p. 26-34)in the current June edition of Fortune Magazine. Amazon has gone from position 492 in year 2002 in Fortune's ranking of Top 500 companies by revenues to position number 8 this year. The article talks amongst other things about Amazon's recent purchase of Whole Foods. I just love the sub-title to the article which says it all: " What does the e-commerce titan want from its surprise purchase of Whole Foods? Not much- JUST TOTAL RETAIL DOMINATION" !!! The article mentions how if you get purchasers to start buying daily essentials of food and household items from you, that they linger in the "virtual" aisles and buy other goods. The article talks about the enormous Traction of Amazon Prime and how when customers sign up (which is a stunning service and worth every penny) they just keep on coming back for more " Once you're a prime customer, you don't go anywhere else". It is mind-boggling and hard to believe that " More than 40 cents of every dollar consumers spend on the Internet already go to Amazon - an astonishing sum" The article continues elsewhere that " Other Industries at risk of Getting Amazoned .......Apparel. Banking. Furniture. Event tickets. Delivery". What an astonishing company. Can Amazon overtake Walmart at no.1 eventually with $500 billion in revenues? In my opinion this can and will happen sooner than one might imagine. Amazon still has a long, long, long way to run......." What does the e-commerce titan want from its surpise purchase of Whole Foods? Not much- JUST TOTAL RETAIL DOMINATION" Maybe Mr. Anderson needs to find a clever way of allowing ScoMo's portfolio to be invested in more than 10% of a single stock because Amazon still has enormous growth potential which will further drive its share price. But well done to ScoMo for being an early investor in Jeff Bezos. ALL IMO. DYOR. QP
quepassa
12/6/2018
15:14
Ctrip big recovery in last month by 20% from $40 to $51. It reached $60 last year before slumping but heading back up. Returning from a recent investor trip to Singapore, the great coach-loads of Chinese tourists thronging everywhere point to a bright future for Ctrip as the legions of the new Chinese middle-classes develop a seemingly unquenchable thirst for overseas travel. ALL IMO. DYOR. QP
quepassa
12/6/2018
14:56
Any chance of £6 by Christmas ?
lollipop3
11/6/2018
10:51
Herald Investment Trust has now gone through the £1billion market cap milstone. Well done to Katie Potts and team at Herald. Earlier posts refer. Whether its bigger cap tech like ScoMo or smaller cap tech like Herald, looks like the tech sector is the place. Further new all-time highs for ScoMo. ALL IMO. DYOR. QP
quepassa
07/6/2018
10:36
Obviously. I only mentioned it to balance your calculation of tuppence-ha'penny on the NAV. :)
caradog
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