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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
  16.00 1.3% 1,245.00 1,244.00 1,245.00 1,247.00 1,230.00 1,233.00 3,511,656 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 28.9 24.1 1.6 803.2 17,896

Scottish Mortgage Invest... Share Discussion Threads

Showing 1751 to 1774 of 1775 messages
Chat Pages: 71  70  69  68  67  66  65  64  63  62  61  60  Older
DateSubjectAuthorDiscuss
17/4/2021
08:02
https://www.bbc.co.uk/news/science-environment-56781556
dexter1612
16/4/2021
18:51
Traditionally sits in and around NAV until recent February correction due to rising yields. To come are:Bytedance (Tik Tok) listing in HK maybe this year valued at circa 400 billionO.7% holdingWise (Fintech) payments potentially listing in London in a few months, circa 6 billionStripe (Fintech) online payments listing on Nasdaq in the summer circa 95 billion I'm unashamedly biased having done very well. But if you can find quality tech, with consistent quality in management, low fees, I've yet to see it.
dexter1612
16/4/2021
18:35
is it on a discount-small one indicated by ft but not sure if accurate- is it worth it to add still here!
ali47fish
16/4/2021
17:29
Q2 environment looking like it will be ideal for SMT. Share price closing in on fair NAV and several blockbuster IPOs on the horizon in the summer......also earnings reports for several of its largest holdings.
dexter1612
16/4/2021
08:56
Have started accumulating COINBASE GLOBAL. Ticker: NASDAQ: COIN Zero or 50x. ALL IMO. DYOR. QP
quepassa
14/4/2021
07:49
bond yields falling and has helped nasdaq
arja
13/4/2021
14:04
Market seems comfortable with US CPI figures.
dexter1612
12/4/2021
08:44
thanks jock
qvg
11/4/2021
19:21
Tesla have “invested̶1; in Bitcoin, not Blockchain.
jockthescot75
11/4/2021
18:45
On blockchain, maybe Tesla is the selected vehicle?
qvg
11/4/2021
09:02
Interesting to see the effect of Alibaba fine. The economic effect is of course minimal in the grand scheme of things but more the sentiment that is important.
dexter1612
09/4/2021
15:52
Thanks Dexter - that was my recollection too, but I suppose we'll have to watch and wait!
jockthescot75
09/4/2021
10:39
Morning Jock,It's something I've been looking to clarify for a while. I've not seen anything yet in it's unlisted holdings with exposure to blockchain, thats not to say its just not common knowledge. As you know SMT has the flexibility and considerable financial clout to take positions in company's early on, some will work some won't, we know they have an eye for winners.I'm sure I recall a webinar when Slater/Anderson were asked about Blockchain/Crypto etc and said they were always looking but hadn't found the right vehicle yet. Quite happy to trust that they will be all over it at the right time and right company, they've definitely earned investors trust:)
dexter1612
09/4/2021
09:56
Morning All, I was trying to research whether SMT has any form of Blockchain linked investment on its books. I couldn't see any, but thought I'd double check here. thanks
jockthescot75
06/4/2021
19:01
Hartleyjr1 & Dexter1612, Here’s the Times article - trust you can open it ok. I agree with both your comments- so no surprise that I have yet to take any position in SMT (although they’re by no means a one-company Trust of course)! ARK Invest also predict that bitcoin will be about $600,000 sometime in the future... 8-0 So are pro-tech in a BIG way. Shame Anderson’s leaving, but I guess his philosophy lives on? hTTps://www.thetimes.co.uk/article/bitcoin-will-defy-regulators-with-tenfold-rise-in-value-to-overtake-gold-qrffx8wd7?shareToken=0214de8260be863810caf0ff60fc88a7
wetdream
06/4/2021
18:07
SMTs 2nd biggest holdingIllumina - Shares of the biotech company jumped more than 9% after Illumina pre-announced better than expected results for its first quarter. The company said it expects about $1.085 billion of revenue for the period, above the $924.6 million projected by analysts, according to FactSet. Illumina also raised its full-year revenue guidance..
dexter1612
06/4/2021
15:02
In the main I agree with your general view of Ark predictions in general, not just for Tesla to be fair.However, the point you make about the inconsistencies in the figures or assumptions I would counter with your own arguments on Teslas current dominant position in the EV market. You, rightly with others suppose that current market share in the US cannot possibly continue, with other car makers coming into play. Tesla has between a 50% to 60% market share of the US EV market, that is huge first mover advantage and massively significant. It is potentially years ahead in terms of software integration in most of the lower end models and it literally can't manufacture enough of its new model SUVs to satisfy demand. It has addressed issues of scaling by building massive gigafactories and already forged ahead with securing the minerals required for its batteries, I would imagine it has done the same with semiconductors.Traditional car markers have hugely underestimated the science, computing and engineering of EVs and are playing catch up.Valuations are entirely down to the market but when looked at through a subjective lens, maybe not as shockingly high as you may think.
dexter1612
06/4/2021
12:23
@wetdream. Bear in mind that ARK has a very large vested interest in pumping the stock. Also bear in mind that their model made some very optimistic assumptions about margins in insurance, very optimistic assumptions about the value of Robotaxis (incredible given we are years away still from FSD), very generous assumptions about the lack of competition in the BEV sector and also some very basic mistakes (like the number of shares in issue currently). Brett Winton got torn apart on social media every time he tried to defend ARK's research. So I would suggest taking ARK's price targets with a *very* large pinch of salt.
hartleyjr1
06/4/2021
10:05
hard enough in markets to say what might happen next week without these 4 year forecasts ! ( smile ) / But SMT sold half their holding I think/
arja
06/4/2021
08:07
Yesterday’s Times reports that Ark Invest expect Tesla shares to reach $3000 by 2025, valuing it at $3trn.
wetdream
04/4/2021
19:10
with nasdaq futures up on friday, a bit more upside in SMT on tuesday I guess . ATT doing well too .
arja
03/4/2021
11:36
https://www.investors.com/news/tesla-stock-q1-2021-deliveries-top-china-rival-tops-view/
dexter1612
01/4/2021
07:54
Meituan up 8.6% overnight in HK
hartleyjr1
31/3/2021
17:43
hartleyjr1 29 Mar '21 - 12:39 - 1569 of 1595 @alroyrob. Okay, whatever sweetcheeks. Keep staying triggered by a stock discussion forum, precious! "sweetcheeks" - LOL. Must remember that one. ;-)
pvb
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