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
  0.00 0.0% 472.00 473.40 474.00 477.40 470.00 471.00 2,641,447 16:35:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.2 23.8 1.6 287.8 6,933

Scottish Mortgage Invest... Share Discussion Threads

Showing 101 to 125 of 775 messages
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DateSubjectAuthorDiscuss
07/12/2015
13:32
Agree with you re the share issuing.
dr jekyll
07/12/2015
09:11
It seems to me that the price of this investment trust share would be quite a bit higher if ScoMo didn't keep on issuing so many Treasury Shares to satisfy seemingly strong market demand. Whilst issuing shares from Treasury has some benefits in aligning prices with NAV, it seems to me that ScoMo are being somewhat overzealous in their frequent use of Treasury Shares. Looks to me that we shall soon be retesting the April high of c 282p quite soon and hopefully onwards thereafter to a new all-time high. ALL IMO. DYOR. QP
quepassa
05/12/2015
16:26
QP - good find, cheers walt
walter walcarpets
05/12/2015
13:07
I might indeed. Thanks for the link too. Useful.
dr jekyll
04/12/2015
14:07
Dated a month ago, a fascinating article in the aic about ScoMo's Unicorn and unquoted investments portfolio. To have access through ScoMo to these pre-IPO companies is fascinating and hard to come by. https://www.theaic.co.uk/aic/news/citywire-news/scottish-mortgage-doubles-bet-on-unicorn-start-ups A little share price weakness today after yesterday's sell-off. Some may consider it an interesting entry point. ALL IMO. DYOR. QP
quepassa
03/12/2015
12:16
QuePassa, I find your posts helpful. I sold out of SMT as they were dropping over recent weeks but looking to get back in soon. Hoping I haven't mistimed buying in again and wondering if a retrace is on the cards? Looking long term really. My older son has a fair few shares here for the very long term too.
dr jekyll
03/12/2015
12:05
Sterling goes lower than $1.50. Great on a f/x revaluation basis for ScoMo's heavy weighting towards North America. ALL IMO. DYOR. QP
quepassa
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
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