Scottish Mortgage Invest... Share Discussion Threads

[shano2] 03/7/2024 08:12

What a complete waste and a drag on the potential of the NAV. I wonder what their plan is when they have spent the i billion? Spend another billion? If this was good for the NAV why not put all of the shares in treasury? what would happen to the share price then. Furthermore what will happen to the share price when they resell?
It looks to me that announcing this share buyback has been a gift to hedge funds who now know that if they short the share to increase the discount the company with buy back the shares to try and raise the share price. Rinse and repeat.

[bigwilly1986] 02/7/2024 17:23

I reckon they have spent c.650m of their two year 1bn buyback fund in under 4 months...?

[quepassa] 02/7/2024 15:11

Droneshield ASX:DRO


First mentioned by me less than two months ago on 10/5/24 - see post 3527- at A$0.90

Now A$1.80.

+100%

and climbing

[quepassa] 28/6/2024 10:25

Tavistock Investments (TAVI)

RNS today

[stato] 27/6/2024 08:39

Moderna sinks after back-to-back bad news for its RSV vaccine.

hxxps://firstwordpharma.com/story/5870568

[yags] 27/6/2024 06:56

Space X valuation at $210 billion

[quepassa] 12/6/2024 13:46

ZILLOW

+11% today

and far to go as real estate market flags strong growth signals

[quepassa] 12/6/2024 13:32

Lagging Nvidia.

But shouldn't be.


TAIWAN SEMI NYSE:TSM

APPLIED MATERIALS NASDAQ:AMAT

[quepassa] 12/6/2024 13:30

One month ago.

Post 3527 10/5/24.

Droneshield

ASX: DRO


Now +50%


And rising.

[hazl] 10/6/2024 17:36

Does say that they they might be considered rivals to Tesla, Tesla likely still more affordable .

[stato] 07/6/2024 09:42

Moderna’s mRNA candidate picked for FDA’s Operation Warp Speed for rare diseases

Endpoints, June 6, 2024

Endpoints reports Moderna’s mRNA candidate for treating methylmalonic acidemia, mRNA-3705, has been selected by the US FDA's Center for Biologics Evaluation and Research for the Operation Warp Speed START pilot programme, joining five other assets to benefit from expedited FDA interactions to support their development.

[cruelladeville] 06/6/2024 18:03

Space X had an amazing rocket launch and re-entry today. I wonder if/when it'll IPO.

[hazl] 06/6/2024 14:26

Nvidia, Wall Street’s favorite artificial intelligence darling, is continuing to swell to staggering heights.

The AI chipmaker’s market capitalization rose to $3.019 trillion on Wednesday, nudging slightly past Apple’s also $2.99 trillion market cap and making it the second-largest publicly traded company in the US by that measure, just behind Microsoft’s market cap of $3.15 trillion.

Nvidia is now the third company in the US, behind Apple and Microsoft, to cross that $3 trillion mark.

Shares of the Santa Clara-based chipmaker rose 5.2% to about $1,224.4 a share, while Apple shares ended the session up 0.8% at $196.

Those gains also helped boost the S&P 500 and tech-heavy Nasdaq indexes on Wednesday – both closed at new record highs.

Nvidia (NVDA) has been the biggest beneficiary of the AI mania dominating Wall Street this year; the stock is up 147% so far this year after soaring 239% in 2023.

[hazl] 06/6/2024 13:45

Nvidia surpasses Apple to become the second-largest public company in the US
Nicole Goodkind
By Nicole Goodkind, CNN

[quepassa] 06/6/2024 08:04

ASML jumped 8% yesterday and 2% this morning.

Taking the share price to an astonishing Euro 965.


ASML has just leap-frogged LVMH and is now the second highest share as valued by market cap in Europe. The only larger stock than ASML is Novo Nordisk.


ASML now valued not far short of Euro 400 billion.


ALL IMO. DYOR.
QP

[hazl] 03/6/2024 17:41

A good reminder.

[peterbill] 03/6/2024 09:31

Top Ten Holdings - (30.04.2024)

Rank Largest holdings %1 NVIDIA 7.982 ASML 7.563 Moderna 5.864 Amazon.com 5.435 MercadoLibre 4.756 PDD Holdings 3.687 Tesla Inc 3.278 Ferrari 3.259 Spotify 2.6810 Meituan 2.67

[quepassa] 03/6/2024 06:19

Droneshield

10/5/24 Post 3527

+ 36% and rising

[stato] 30/5/2024 09:02

US close to deal to bankroll Moderna bird flu vaccine trial

Financial Times, May 30, 2024

FT reports the US government is close to finalising an agreement to fund a late-stage trial of Moderna's mRNA pandemic bird flu vaccine. The Biomedical Advanced Research and Development Authority could provide funding as early as next month, potentially amounting to several tens of millions of dollars. The outlet says the agreement would also include a commitment to purchase doses if the phase-three trials are successful.

[steeplejack] 25/5/2024 14:37

Moderna has risen two thirds this year to date.