Scottish Mortgage Invest... Share Discussion Threads

[wetdream] 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!

[uapatel] 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?

[quepassa] 08/8/2018 09:13

please elaborate as to how. thanks

[uapatel] 08/8/2018 09:11

I wonder if the Chinese deal may have more to it?

[quepassa] 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

[wetdream] 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.

[eh9] 07/8/2018 20:57

Tesla privatization must be great news since about 7% of holdings!!

[quepassa] 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

[wetdream] 30/7/2018 18:11

Shavian,
Thanks.

[ygor705] 26/7/2018 20:59

The growth in underlying net assets since the beginning of the year has been impressive and it is not difficult to see why the shares continue to trade at a premium to nta. The ability to continue issuing shares at a premium must also create something of a virtuous circle from the performance perspective. The only thing that makes me slightly nervous is the narrow focus of the portfolio: if one of the investments goes sour how quickly can the managers react? Will they be able to act? So far so good and I'm happy to ride the wave for the time being.

[quepassa] 26/7/2018 04:51

Yesterday.

Baba +4.8%
Amazon + 1.9%
Alphabet + 1.2%
Illumina +2.3%
Tesla + 3.8%


looks like a big uplift in value of several of ScoMo's core/top ten holdings yesterday.
Should feed thru to a buoyant price for ScoMo today.

ALL IMO. DYOR.
QP

[spangle93] 19/7/2018 13:21

Ha, they are a bit capricious, specially in the oil and gas sector

[quepassa] 19/7/2018 10:05

Well done and may the Investment gods continue to smile on you.

[spangle93] 19/7/2018 08:38

Bought at the equivalent of around 205p so it's been great for me. I'll run more than half, but I took a first tranche off the table yesterday.

I put some in the Herald fund you mentioned, QP, looks to have similar potential, so thanks for sharing

[quepassa] 19/7/2018 08:29

STELLAR performance. Now through 560p

Some names like ASML holding NV doing very well recently.


If sterling continues to weaken on Brexit concerns ( although not certain it will ), cannot be ruled out that we shall see 600p by Christmas.

Onwards and Upwards for ScoMo.


ALL IMO. DYOR.
QP

[eh9] 17/7/2018 08:02

554 was the ath?

[quepassa] 13/7/2018 08:28

New ALL TIME HIGH new ATM this morning at 552p.

Go ScoMo.

QP

[patthehat1] 25/6/2018 15:11

Wow you can just about buy at NAV good times

[lollipop3] 20/6/2018 14:47

Netflix & Tableaux doing well