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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
  +0.00p +0.00% 533.50p 533.00p 533.50p 536.00p 531.00p 531.00p 1,337,516 15:55:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 325.3 -

Scottish Mortgage Invest... Share Discussion Threads

Showing 601 to 625 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
10/8/2018
16:51
Resistance at £5.60. One more go next week perhaps?
wetdream
10/8/2018
07:41
Looks like Tesla's Board are taking Musk's proposals seriously and the Board will meet with Musk's financiers next week according to special report on CNBC: hXXps://www.cnbc.com/2018/08/09/tesla-board-tells-elon-musk-to-recuse-himself-prepares-to-review-take.html Tesla closed up in late trading yesterday. ALL IMO. DYOR. QP
quepassa
09/8/2018
20:44
I hear what you say but both funds are great in their own way. I was never suggesting that HRI was better than ScoMo as they are very different indeed. Nor was I ever comparing the two. I simply suggested that HRI is a great fund too and somewhat over-looked with an undesevredly large discount in my opinion. HRI is smallcap media-tech UK and Europe. ScoMo is USA weighted. Sorry to disagree but I think the outstanding thing with ScoMo is quite opposite to what you suggest. ScoMo did and does invests in companies which are juvenile and/or not yet in fashion such as Amazon when it was an unknown minnow, other companies when they are not even listed, Chinese companies like Baba when China was off-limits to most international funds, Tesla which was shunned by most investors in its early days. The investing genius at ScoMo is that they correctly picked so many now dominant names when they were very small but which have grown to gigantic size. ScoMo had the conviction, foresight and risk-appetite to back them at an early stage. It cannot be just luck that they backed so many early-stage companies which have become world-beaters. And I don't think anyone would, could or should agree that Anderson is a momentum investor as you suggest. He is in fact quite the opposite. Both are truly great funds in my opinion, run by exceptional fund managers in my opinion. I am hoping that HRI can tread in the footsteps of ScoMo and they seem to be doing a great job in the last few years. ScoMo's performance continues to astonish. Amazon is on the verge of joining Apple as the next trillion-dollar company but I fear that Baba will trounce the market caps of Apple and Amazon within just a few years. It is not just by chance that ScoMo invested so heavily in these two companies. Good Luck. ALL IMO. DYOR. QP
quepassa
09/8/2018
20:16
Quepassa could not agree more over one ten and twenty five Herald stuffs Scottish Mortgage the difference between the discounts reflects the Scottish love of blather Herald invests in small growth Anderson in high fashion momentum largely out of the states
pockstones
09/8/2018
19:46
Amazon climbing
lollipop1
09/8/2018
19:38
Just needs to clear £5.60.
wetdream
09/8/2018
12:20
Amazing-hardly a buy in sight.SP very solid.
wetdream
08/8/2018
18:37
I just can't figure out the discount-to-NAV on HRI when so many other smallcap funds are near par. The discount to NAV represents a real bargain in my view and ripe for compression. Today Herald closed again near its recent June all time high at 1340p against a NAV of 1529p, being a gaping and generous discount to NAV of 12.5%. HRI is up more than 100% since early 2016 and going strong with a £billion in its portfolio. Compare that great performance to dismal Woodford funds. Good luck on HRI - over time smallcap funds outperform and sometimes there are multi-baggers in the portfolio in the making - hopefully just like ScoMo's success with Amazon and others! ALL IMO. DYOR. QP
quepassa
08/8/2018
18:13
Steeplejack - a third observation ref Tesla Most private companies held by SMT are surely because they can realise gains once the company lists, or if/when it is bought by a larger competitor. If a company the size of Tesla went private, it becomes a harder route for ScoMo to liquidate value from its investment. It couldn't trade or sell the private shares (easily), it's hard to value its stake, no-one would take on buying it, and Tesla doesn't look like it will pay divvies for a while. QP - thanks for the HRI pointer. I dipped a toe in recently after reading up. That track record is lovely if you own them, though a bit scary to buy in (!), but there's still a good discount as it's a growth share.
spangle93
08/8/2018
11:45
A close of day finish above 560p would be excellent imho.
wetdream
08/8/2018
10:35
Away from Tesla for the moment... A recent July quote from perhaps the highest profile, most successful and revered fund manager in the UK, namely James Anderson of ScoMo fame:- "To me XXXX may be the most important company in the world." Try to guess to yourself before you read this article which the company is that James Anderson wrote this about: hXXps://resoluteoptimism.bailliegifford.com/moores-law/ ALL IMO. DYOR. QP
quepassa
08/8/2018
10:00
"If Tesla goes private,it’s more than likely that SMT continues to hold its interest" two observations: 1. ScoMo's private/unlisted individual holdings are without exception all much less than 1% 2. ScoMo's investment criteria/guidelines/limits for investing in private companies would make it almost impossible for ScoMo to continue holding the same quantum/monetary value in Tesla. all imo.dyor. qp
quepassa
08/8/2018
09:51
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
09:50
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
09:39
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
09:19
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
09:13
please elaborate as to how. thanks
quepassa
08/8/2018
09:11
I wonder if the Chinese deal may have more to it?
uapatel
08/8/2018
09:02
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
21:27
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
21:18
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
20:57
Tesla privatization must be great news since about 7% of holdings!!
eh9
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
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
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