Scottish Mortgage Invest... Share Discussion Threads

[quepassa] 17/9/2021 09:17

An outstanding article in today's FT on page 14's Markets Insights column about Chinese equity markets

Written by Pascal Blanque , Group CEO of Amundi Asset Management and headed:

" Big Picture Appeal of Chinese Assets remains strong ".


He's got it bang on the nail.

ALL IMO. DYOR.
QP

[quepassa] 17/9/2021 08:08

Avis Inc rises to $98.


History has repeated itself. Surpassing expectations. Rising + 750% in 16 months since posting.


Post 862 of 8th May 2020 on other bulletin board refers.

Copy herewith:-

"A particularly rewarding trade I made was buying Avis Europe during the darkest days of the '08 financial crash.

Will history repeat itself?

Avis Budget Group Inc (ticker NASDAQ:CAR).

Fifty bucks a few months ago. Crashed to eight bucks in late March. Rebounding quickly. Now at fourteen bucks.

Seems to me that as lockdown lifts, a lot of people will need to hire a lot of cars.

CAR's recent Q1 Statement and Pandemic Response Actions make fascinating reading.

Looking for 400% return over 24months.


ALL IMO. DYOR.
QP "



Avis surged by a further 10% yesterday as Bank of America raised target price from $90 to $125.

ALL IMO. DYOR.
QP

[quepassa] 15/9/2021 08:16

Seraphim Space Investment Trust now up 20% since IPO two months ago.

A very solid performance

[sf5] 12/9/2021 11:08

Tom Slater on their biotech exposure and risks.....

[quepassa] 07/9/2021 16:27

Energy Fuels

Up another 50% since post 102 of January this year from $4.30 to US$6.50.

Now UP by c 425% since November

AND CLIMBING.

[its the oxman] 07/9/2021 13:34

About to run? Could see 1500p fairly quickly here.

[dexter1612] 06/9/2021 17:32

And still at a discount.

[arnie] 06/9/2021 16:30

Reluctant to go over £14.00

[zippel] 03/9/2021 17:04

QuePassa.I've been in Bntx for a while and agree completely with your recent comments. But it's frustrating to see the share price retreating so fast during the past couple of weeks. Can you throw any light on why ? Some say because it's not in the S&P 500 so it's not as safe as MRNA, others because it's a foreign company etc etc. But just look at it's pipeline of new products !

[dexter1612] 03/9/2021 15:37

SMT coverage of the Crytpo space is currently, Blockchain.com and now Blockstream, British and Canadian companies respectively.Interesting and perhaps telling on the future of Blockchain technology and Cryptocurrency. Ballie Gifford rarely mis read forward trends.

[dexter1612] 03/9/2021 15:31

Sorry its behind a payroll.In summary though:Baillie Gifford is buying shares in Canadian crypto mining firm BlockstreamAs of July, it was 0.3pc position in the £19.2bn Scottish Mortgage investment trust.Baillie Gifford led a $210m (£152m) funding round, valuing Blockstream at $3.2bn, with Allen Farrington, an investment manager, now acting as an observer to the board.Blockstream is a environmentally friendly Bitcoin miner.

[jockthescot75] 03/9/2021 14:29

Interesting. any chance you can post the text Dexter?

thanks

Jock

[dexter1612] 03/9/2021 12:17

https://www.telegraph.co.uk/investing/funds/scottish-mortgage-manager-doubles-bet-cryptos/

[dexter1612] 02/9/2021 17:07

Apologies I can't see that post.

[lord loads of lolly] 02/9/2021 14:10

dexter1612 - think we may be talking at cross purposes. I was referring to quepassa's 1 September post which said: "Herald Investment Trust again makes a new ALL TIME HIGH at 2470p......"

[dexter1612] 02/9/2021 11:21

Where is the reference to HIT? Its clear he's referring to SMT and its China holdings.

[lord loads of lolly] 02/9/2021 09:45

Sorry, but comments about the Herald Investment Trust aren't directly relevant to a BB that's meant to be focusing on SMT.

[shavian] 02/9/2021 08:41

It has everything to do with SMT, where the future of 5 of the top ten holdings , including Tesla, are inextricably dependent on the future policies of the CCP

[craftyale] 02/9/2021 08:19

Approaching twelve month and all time highs. Beyond 14 GBP soon.

[dexter1612] 01/9/2021 16:37

I think it's a reference to China.

[lord loads of lolly] 01/9/2021 16:24

quepassa - interesting, though I can't see any relevance to Scottish Mortgage.

[quepassa] 01/9/2021 12:40

Herald Investment Trust again makes a new ALL TIME HIGH at 2470p.

Herald's big discount to NAV remains a gift for such a pedigree Trust with a NAV per share of some £28.


ALL IMO. DYOR.
QP

[quepassa] 31/8/2021 08:56

ASML has now sailed through Euro 700 and currently Euro 715.

Earlier posts refer.

ALL DYOR.
QP