Scottish Mortgage Invest... Share Discussion Threads

[bmel] 25/1/2021 17:22

This fund is outstanding. Really smart guys running it, excellent reack record and a portfolio to kill for. Have a look at the portfolio (on the Baillie Gifford website). One of the most attrcative features is their abilty to own unlisted shares and thier skills in knowing which ones to get into. THese guys are connected at the highest levess in west coast USA and are increasing thier focus on tech in China.

One to buy and keep. I have made the mistake previously of trading it and now have COMO - certainty of missing out !

[luderitz] 25/1/2021 16:22

The article in today's Guardian was inlighting, as not being a fan of funds I tend to dismiss talk about them.

The exception for me to read the bit was the Tesla point which would give me exposure to a US stock indirectly of having to flaf about with dollars.

With news to come on Wed. I need to consider an entry point in my favour.

[bdog51] 25/1/2021 15:58

I used to hold PCT, ATT and SMT. I dropped PCT and kept the other two, in hindsight this seems to have paid off in terms of gains. SMT in particular has been outstanding.

[arja] 25/1/2021 15:50

this stock is dynamic and wish I had gone for this one and not PCT which is a dog by comparison. But maybe PCT will spike soon and also has a nice looking chart

[29palms] 25/1/2021 15:30

New all time high intraday share price today and TSLA showing +5% in prep for Wednesday q4 results no doubt.

[montynj] 25/1/2021 08:26

and TENCENT up 9.9%

[quepassa] 25/1/2021 07:28

HKEX booming in today's session:

NetEase +10.5%
Meituan +4.25%
Hong Kong Exchanges +8%

[quepassa] 21/1/2021 12:23

Fidelity have just INCREASED their shareholding in Macao Property Opportunities Fund from 3.95% to a declarable 5.29%.

Ticker LSE:MPO

List of institutional investors as at 20/11/20 (prior to Fidelity increase):-

hXXps://mpofund.com/investors/stock-information/major-shareholders/


That massive Discount-to-NAV too good to ignore.

ALL IMO. DYOR.
QP

[quepassa] 20/1/2021 15:02

Blow-out Q4 and full year figures from ASML today:-

hXXps://www.asml.com/en/news/press-releases/2021/asml-reports-eur-14dot0-billion-net-sales-and-eur3dot6-billion-net-income-in-2020



Fascinating Bloomberg Interview with ASML CEO today:-

hXXps://www.youtube.com/watch?v=oXkj12BgNlI



Currently at Euro450. -Personally it would not surprise me if ASML doubles or hits Euro 1,000 by year end on back of pent-up demand for semi-conductors.

ALL IMO. DYOR.
QP

[quepassa] 20/1/2021 14:25

A rare and detailed interview with Katie Potts, Founder of Herald Investment Management

Yesterday 19/1/21 YouTube, hosted by Vox Markets:-

hXXps://www.youtube.com/watch?v=VTC-CTIrnj0

ALL IMO. DYOR.
QP

[quepassa] 20/1/2021 07:22

Jack Ma resurfaces.

Alibaba UP an astonishing +9.5% in today's HK session

[quepassa] 19/1/2021 08:00

Hong Kong Exchanges breaks through 500 and now at HK$507 after gaining 5% in today's session.

Remarkable performance of +100% in a year.

A sign of health of the HKEX as more companies delist from NY and new IPO's favour a dual domestic listing including HK.

A recent flood of mainland money has poured into HK snapping up cheap stocks.

ALL IMO. DYOR.
QP

[quepassa] 14/1/2021 16:28

Energy Fuels Inc.

Tickers UUUU and EFR (TSX)

Price November 2020 US$1.50
Price Today USS4.30

+ 180 % in three months.



What has a domestic US Uranium Mining Company got to do with Big Tech?

Potentially, a lot.

Energy Fuels are the first US company to restart refining RARE EARTHS in USA and to break the RARE EARTHS supply chain dependency on other countries.

Rare Earths are a critical ingredient for Silicon Valley products including mobile phones, all computers, Electric Vehicles, batteries and Solar/Green and carbon reduction energy initiatives.

The undoubted demand for their RARE EARTHS new product is there, ready and waiting from a US domestic supply source to feed the enormous domestic demand requirement.

CEO interview yesterday:

hXXps://www.networknewswire.com/networknewsaudio/networknewsaudio-energy-fuels-inc-nyse-american-uuuu-tsx-efr/


ALL IMO. DYOR.
QP

[quepassa] 14/1/2021 09:05

ASML now up approaching +50% since November.

Euro300 to Euro 435.


Make no bones about it.

Founded just twenty five years ago in 1996, ASML is now the single LARGEST stock by MARKET CAP in the NETHERLANDS.

ASML Euro 174bn
Prosus Euro 144bn
Royal Dutch Shell A Euro 130bn
Uniliver Euro 126bn
Royal Dutch Shell B Euro 125bn
Adyen 53bn
Heineken 52bn

(yes Shell A+B combined are bigger) but in the time-line context of what ASML has achieved in just 25 years, this is telling a big story of unbridled growth in demand for their world-beating products and great future potential.

With demand set to continue exploding for semi-conductors as green and EV initiatives require more and more semi-conductors , ASML's order book likely to be stronger than ever.

ALL IMO. DYOR.
QP

[quepassa] 13/1/2021 18:42

Root Inc now +33% since mentioned six days ago in post 97.

$18 to $24.

Will run further.

ALL IMO. DYOR
QP

[quepassa] 08/1/2021 15:21

Zillow shoots through $150.

New all time high.

12months performance +200% $50 to $150


Zillow are PRINTING MONEY faster than the Fed through their website on real estate listings and income from advertising. Zillow's margins are IN EXCESS of 40% and set to increase.


ALL IMO. DYOR.
QP

[29palms] 07/1/2021 15:53

Elon Musk becomes the world's richest person

[quepassa] 05/1/2021 06:45

Hong Kong Exchanges and Clearing on a tear.

Up almost 20% over one month from HK$382 to $458

[quepassa] 31/12/2020 11:22

ASML Holding NV hits new ALL-TIME-HIGH and breaks through Euro 400

[quepassa] 30/12/2020 10:22

In a similar vein to above and against a tough market year, JPM Smaller European Investment Trust (ticker: JESC)has done well and has significantly outperformed its performance benchmark this year.

Share price

31/12/19 - 384p
Today 480p

Gross Assets of JESC are now circa £900 million, making it an increasingly large fund which should attract significantly more institutional interest going forward.

The large and somewhat unmerited 12% Discount to NAV is ready, in my view,for compression to the lower discount levels of a couple of percent typically found with well-performing Trusts around the £1 billion size and higher.

With a Brexit deal now signed, political risk has been radically diminished which will see the rapid and wholesale return of international investors to the European markets.

It would not surprise me if JESC does particularly will in 2021 buoyed in four ways by a rising market, a likely outperformance of the European smaller companies sector, a major return of international investors and a significant narrowing of discount to NAV.

ALL IMO. DYOR.
QP

[quepassa] 24/12/2020 11:24

Herald Investment Trust (like ScoMo) has also returned a stonking +100% performance over 12 months.

With a Brexit/EU Trade Agreement on the cusp of being signed, this should massively assuage political risks and fears over investing in the UK.

Expecting a major return of international investors to the UK markets in 2021 which are dirt cheap by all historic measures.

My expectations are that the small and mid-cap sectors will outperform in 2021, especially for media-tech where Herald is the sector champion.

ALL IMO. DYOR.
QP

[quepassa] 24/12/2020 07:03

Baba DOWN 8%

[quepassa] 22/12/2020 07:10

The latest ScoMo November Fund Fact Sheet shows their holding in China food delivery services company as Meituan Dianping.

This corporate name is no longer current.

Meituan proposed a corporate name change in September to drop "Dianping".

They have now simply renamed themselves as Meituan:-

hXXps://www1.hkexnews.hk/listedco/listconews/sehk/2020/0911/2020091100356.pdf

The name change took effect on 22/10/20


Scomo please take note.