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 576 to 600 of 825 messages
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DateSubjectAuthorDiscuss
08/8/2018
08:51
Over the last ten years,the number of LSE listings have halved.They have fallen by a third on Wall Street.Managements are fed up with ever burdensome government regulations and the short termism of fund managers albeit its difficult to parley with algorithmic trading.If Tesla goes private,it's more than likely that SMT continues to hold its interest.Musk might be crying wolf to shake the sceptic shorters but his possible privatisations plans are in vogue.
steeplejack
08/8/2018
08:50
uapatel. thanks. good post. good food for thought. for sure, you are right that the Chinese have immensely deep pockets and desperately want to go green and be technology leaders on all fronts. an unfolding story. all imo. dyor. qp
quepassa
08/8/2018
08:39
Nothing wrong with the scrutiny of being a public company. Yes, the City's short-termism can be a nuisance, but imho it's Musk's failure to understand the switch from niche to mass production and consistent failure to deliver on quoted targets, that's caused him some embarrassment. If done correctly, the City will give a co. plenty of rope. Just look at Fevertree!
wetdream
08/8/2018
08:19
Just thinking aloud, but may be the opening up of a new plant and the Chinese need for a clean environment means that some Far East investors may be keen on getting onboard. Being a private company would offer less scrutiny on whom the investors are. Especially in an America First environment. Could be barking up the wrong tree, but is interesting that if true how the US banks haven't a clue on the money side?
uapatel
08/8/2018
08:13
please elaborate as to how. thanks
quepassa
08/8/2018
08:11
I wonder if the Chinese deal may have more to it?
uapatel
08/8/2018
08:02
well, Musk said he had the funding in place. who could do the funding? who knows. a major global US bank may be able to pull off a syndicated LBO of that magnitude. or a consortium of sovereign wealth funds. even perhaps a consortium of private equity investors. Musk is a serious guy. the question for me is whether Musk would really tweet that out if there wasn't some substance to it. reminiscent of Branson and Dell who didn't like the scrutiny of a being a quoted company who took their businesses private. fascinating. shorters scorched for sure. all imo. dyor. qp
quepassa
07/8/2018
20:27
Big question how Musk would come up with the mega $66billion to pull off the take-it-private buy-out at a suggested $420 per share. Some are saying a less than one in three chance. However, Musk is a man capable of shooting for the stars in my opinion - and likely getting there. A moving and evolving story but the latest from trusted Bloomberg: hXXps://www.bloomberg.com/news/articles/2018-08-07/tesla-jumps-on-report-of-saudis-building-about-2-billion-stake ALL IMO. DYOR. QP
quepassa
07/8/2018
20:18
Tesla shares suspended. Comment from BBC website: Analysis by Kim Gittleson in New York Elon Musk has had a difficult relationship with stock market investors - and been particularly angered by so-called short sellers, who have made record bets on the ultimate collapse of Tesla. On Tuesday, those same short sellers were threatened with big losses after he tweeted that he was considering taking the electric car maker off the market and back into private ownership. The messages sent the share price surging before trading was halted. But it bears noting that Mr Musk is known both for his erratic outbursts and for his quirky sense of humour. Both have been frequently on display as Tesla has struggled to hit production targets. That's briefly left some wondering if this is all just another way of turning attention away from the fact that Tesla has yet to turn a profit.
wetdream
07/8/2018
19:57
Tesla privatization must be great news since about 7% of holdings!!
eh9
02/8/2018
19:48
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
13:46
Tesla + 9% today. Less cash burn. Better production figures. Apologies to analysts. QP
quepassa
30/7/2018
17:11
Shavian, Thanks.
wetdream
28/7/2018
06:39
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
19:59
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
06:52
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
06:32
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
03:51
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
12:24
Asml Facebook Illumina Intuitive Rocket Tableax all doing well.Hop we get £6 by Christmas.
lollipop3
19/7/2018
12:21
Ha, they are a bit capricious, specially in the oil and gas sector
spangle93
19/7/2018
09:05
Well done and may the Investment gods continue to smile on you.
quepassa
19/7/2018
07:38
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
07:29
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
07:02
554 was the ath?
eh9
13/7/2018
07:28
New ALL TIME HIGH new ATM this morning at 552p. Go ScoMo. QP
quepassa
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