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
  5.50 1.07% 519.50 520.00 520.50 520.50 515.00 519.00 1,468,500 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 316.8 7,630

Scottish Mortgage Invest... Share Discussion Threads

Showing 101 to 124 of 800 messages
Chat Pages: Latest  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
02/12/2015
09:40
Yes agreed. Let's hope so. It's clear you are sceptical on Tesla. Maybe you are right. Who knows? On the contrary however, the world will have to produce one supreme champion which is the dominant player of the electric car and the recharge battery. Just as Google, Apple, Microsoft, Amazon, Facebook became the unquestioned champions of their sector. I just don't know who else is emerging as the new technology electric car + recharge battery champion. Can you name anyone else? I cannot rule out the possibility that Tesla will become the champion of the new sector. A lot of serious institutions are heavily committing to Tesla. - Time will tell. - Tesla do have a concrete product. It's not just an idea on a piece of paper. Personally, I can see why ScoMo are heavily involved. I hope they are right. Let's see. ALL IMO> DYOR. QP
quepassa
02/12/2015
09:28
ps. could be that Inditex is now number 3 having perhaps been overtaken by Illumina given Illumina's recent strong run. The November fund fact sheet will tell all when released. ALL IMO. DYOR. QP
quepassa
02/12/2015
09:26
Agree with all of your comments QP. I just hope that James Anderson has a plan for when reality hits Tesla: hxxp://www.valuewalk.com/2015/12/tesla-motors-tsla-the-short-case-valuation/
mad foetus
02/12/2015
09:22
Mustn't forget that ScoMo's second largest shareholding is Spain's Inditex - the abbreviation of Industria de Diseno Textil SA. - Best known for fast-fashion group, Zara. Inditex are up 45.5% Year to date and looking strong. ScoMo's third largest shareholding is Illumina Inc. They peaked in Summer at $240 and then took a major tumble in the summer sell-off to $140 towards the end of October. Since October, the share price of Illumina has raced forward over the last 4/5 weeks by some 33% to $187. The US$ strength against most currencies including sterling continues to favour ScoMo's 45% portfolio holdings in North American stocks. If you want a fund cautiously invested in 3% of everything, ScoMo is not right for you. If you want true conviction-investing with an emphasis on exceptional growth companies especially in internet/emerging/pioneer industries, ScoMo is in my opinion outstanding. ALL IMO. DYOR. QP
quepassa
02/12/2015
06:33
Tesla up another 3% last night, Amazon +2%. A new model for Tesla but in particular a lot of excitement about Tessla's massive and game-changing Gigawat factory under construction in Nevada which will be able to produce more lithium-type batteries at this facility alone than the rest of the world put together. ScoMo continue to issue good volumes of shares from Treasury at a premium to mkt price. A good sign of healthy demand from the market. The premium to mkt value seems to be holding. The mighty Blackrock group have further increased their holding in ScoMo to more than 10%. A strong vote of confidence from another fund manager. ALL IMO. DYOR. QP
quepassa
28/11/2015
15:45
Some news in from 7IM: "Did you know, China had its own version of Black Friday on 11th November, during which Alibaba alone, recorded sales of $9.3bn in just 12 hours?" 7IM has upped its exposure to Chinese stocks in its multi-asset funds; 2.5% in its Moderately Cautious fund, 9% in its Moderately Adventurous Fund, 11% in its Adventurous Fund. Those are big bets.ll No advice intented. DYOR
shavian
27/11/2015
11:31
Tesla is the most obvious short you will ever see. The problem is, that statement has also been true for years. In the end, SMT does very well in general, exceptionally well when the market is rising and much worse than average when the market corrects. And shares with valuations that bear no relation to their current profit explain why. It's not to criticise - it is the nature of the beast. James Anderson himself would admit valuation is not something he pays much regard to, as he is paying for explosive growth in the future.
mad foetus
27/11/2015
11:21
I'm v happy with SMT ,ta Its Tesla I'm not. Amazon - at least they are the defaco market leader / driver in a very large and expanding market. I see that value, if not now then in the future. Tesla - loses cash on every car sold. Has renegotiated its debt at least once. It's IP is of very dubious value - Elon quoted as saying its 'free' Just IMO
joy division still
27/11/2015
08:19
Well, I guess the fund manager ( and many others) would disagree. Sounds like SMT is the wrong place for your money. What makes Tesla different is their acknowledged battery/battery storage capabilities and intellectual property for electricity storage. Amazon is hardly profitable either for that matter. That's SMT's number one holding. ALL IMO. DYOR. QP
quepassa
27/11/2015
07:59
Tesla. Wots the point? I hold SMT, but I can't understand why they are keen on a massively loss making new business that will either run out of money or at best go head to head with massive existing auto makers? To me Tesla is great at only 1 think , self promotion
joy division still
27/11/2015
07:18
Tesla up another 5% yesterday. All eyes on Amazon for a blockbuster Black Friday. ALL IMO. DYOR. QP
quepassa
26/11/2015
08:12
Tesla up 5% in yesterday's trading. Expecting a positive NAV update later this morning. ALL IMO. DYOR. QP
quepassa
19/11/2015
11:06
October Fund Fact sheet now available but perhaps more interesting is a really fascinating write-up called RATIONALLY EXCITED dated October 2015 by Baillie Gifford and all highly relevant to SMT Heady and thought-provoking stuff. This is what SMT makes so different to the pack. Go to the Baillie Gifford website and you can find the review under Literature. Contains some great stuff. ALL IMO> DYOR. QP
quepassa
10/11/2015
13:01
Yes, more detail, true. Six month figs are to end September. They are interesting to read. I am however nonetheless particularly keen to read the OCTOBER write-up as that was the month when the markets shot up after an arrid patch. ALL IMO> DYOR. QP
quepassa
10/11/2015
12:38
QP there's more detail in the results than the factsheet, including the top 30 holdings which are interesting. I note that Alibaba has dropped down the pecking order a bit in favour of its rival Tencent, which also has good news out today. GLA
shavian
09/11/2015
09:07
Lots of buying recently into this fund. Indeed a lot of issuance of Treasury shares because of that demand. It seems to me that there is strong demand for this investment trust. This is a somewhat unusual investment vehicle where there are several large holdings which individually can have a not insignificant impact on overall fund performance. It is perhaps understandable that the trust is now trading at a premium based on strong performance of the tech sector and great market interest in these types of stocks. Perhaps the trust is being re-rated by the market and will continue to trade at a premium compared to NAV in the foreseeable future. Indeed , last Friday's RNS follows a long string of recent announcements where they have issued Treasury shares. This time another half-a-million " owing to demand in the market" and these shares were also issued "at a premium to the prevailing net asset value." Seems to me like a premium to NAV is with us now and may well continue whilst appetite for shares remains. Let's hope so. Baillie Gifford/SMT have also recently been presenting this fund to select audiences which is likely to have further stimulated interest in this investment vehicle. I personally continue to see good upside. I look forward to the early release of the October SMT Fund Fact Sheet. ALL IMO. DYOR. QP
quepassa
09/11/2015
08:38
Good to see that the market kept faith with SMT despite the clank over the NAV last week. Now trading at a premium, so we should expect a pause or slight pull back to let the NAV catch up
shavian
06/11/2015
12:48
Excellent update. The stock-picking skills at SMT are very high. So refreshing to see an Investment Trust with such conviction about growth stocks. Which other large Investment Trusts offer such exciting pre-IPO exposure as SMT to highly regarded names such as industry-changing Air BnB, Flipkart ( the Amazon of India) and world-class Palantir? ALL IMO. DYOR. QP
quepassa
05/11/2015
15:19
After SMT's uncharacteristic error and subsequent correction of NAV , it is yesterday 261.02p versus 265.75p today. ALL IMO. DYOR. QP
quepassa
05/11/2015
12:07
Massive rise. NAV yesterday for 3rd Nov quoted as 261.02pence. NAV today for 4th Nov quoted at 277.52p. Excellent. Looks to me like the share price may have some fast catching up to do. ALL IMO> DYOR. QP
quepassa
05/11/2015
05:26
Some astonishing increases in prices for their top holdings yesterday. Amazon -which is SMT's largest portfolio holding of some 11%- was up again yesterday by 2.5%. And Tesla ( 5% ) up by an incredible 11% at yesterday's NY close. ALL IMO> DYOR. QP
quepassa
04/11/2015
08:27
Tesla up 7% in after-hours trading last night. I do not think that this after-hours increase will be included in today's NAV release as, to the best of my knowledge, SMT use official closing or official latest available prices in NAV calculations. ALL IMO. DYOR. QP
quepassa
03/11/2015
08:08
Tesla (4.2% of portfolio) up 3.4% yesterday. ALL IMO> DYOR. QP
quepassa
30/10/2015
09:22
SMT's third largest holding is global Spanish textile company and owner of Zara, Inditex. SMT have a 5.8% portfolio holding of Inditex whose shares have risen from Euro 28 at the end of September to Euro 34 now. Some of SMT top picks and core portfolio holdings ( Amazon, Inditex, Baidu, Tesla, Google, Alibaba) have had a stonking one month performance. Another major SMT holding is Baidu where they have a 4.4% portfolio holding. This has stormed forward from $132 at the end of September to $170 now. Let's hope that SMT retests its summer-time highs of 280p in the near future which - in my view- it has good prospects of doing. ALL IMO. DYOR. QP
quepassa
Chat Pages: Latest  8  7  6  5  4  3  2  1
Your Recent History
LSE
SMT
Scottish M..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191207 12:23:47