Scottish Mortgage Invest... Share Discussion Threads

[arja] 01/11/2021 07:33

god looking chart but now trading at quite a premium to NAV ! New issue at 1479 on friday I see .

[quepassa] 28/10/2021 21:17

-Suncor is UP a massive 13% at close in today's session.





-Coinbase is UP a whopping 50% in last month.


with a lot more to come as crypto-money gains more traction and more credibility.

Money and banks go hand-in-hand.

If you've got crypto-money, you need a crypto-bank .

Welcome, Coinbase.


ALL IMO.
QP

[quepassa] 28/10/2021 14:29

Suncor Energy has just increased its quarterly dividend by 100%.

Yield.

[bobby semen] 27/10/2021 14:55

bore off idiot. this is for patient folk . not 10 second tessas's like you

[arja] 27/10/2021 14:51

picked up as nasdaq index improved as normally happens ! Soon will be at ATH again I think .

[dexter1612] 26/10/2021 22:49

An absolute belter of an investment. SMT your a Godsend, Anderson and Slater are legends. Unashamedly, long term investor here.

[quepassa] 26/10/2021 15:48

Palantir Technologies.

The Revenue Growth tells the story.


Revenues:-

Q1 2019 $146m
Q2 2019 $176m
Q3 2019 $190m

Q1 2020 $229m
Q2 2020 $252m
Q3 2020 $289m

Q1 2021 $341m
Q2 2021 $3.76billion



Full year revenues were $1.09bn in 2020 of which $132million alone derived from the UK.
From the $1.09billion in total revenues, approx 60% was from government contracts.

One thing is certain, governments throughout the world will be dramatically increasing their future budgets on Big Data as a means of running/controlling/monitoring/protecting their jurisdictions.

Once Palantir further expands its scope and geopgraphical footprint of customers both sovereign and commercial, revenues are set to further go stratospheric.

In my opinion, Palantir is on course to become the clear global dominant leader in Big Data collection/analytics.

Some analysts are suggesting a 25x increase in share price over the next few years.

I personally have higher expectations and look to what happened to Amazon's share price once the company became better understood and appreciated.


ALL IMO. DYOR.
QP

[quepassa] 25/10/2021 20:33

Today.

Tesla + 12%

Xpeng + 12%.



Xpeng's recently launched P5 sedan costs 30% less than Tesla Model 3.


Xpeng soon to be retailed in UK.

[quepassa] 15/10/2021 16:19

The market is waking up to the astonishing recent increase in numbers of cars manufactured and sold by Xpeng.

ALL IMO. DYOR.
QP

[bobby semen] 11/10/2021 15:30

shut up moron

[arja] 11/10/2021 14:42

lord loads ,
what happened to your theory today in words of one syllable ?. nasdaq recovered and SMT reacted !

[arja] 08/10/2021 16:13

as bpdon points out , it was drop in Moderna which is a nasdaq stock is it not lord nonsense ?

[arja] 08/10/2021 16:10

loads,
depends when you take it from you clown. How is your theory working today ? yes , SMT and nasdaq down . It varies a lot from day to day - got it ?

[bobby semen] 01/10/2021 16:16

there is no hope for arja

[bpdon] 01/10/2021 16:01

Moderna was slammed at the open today which is probably what triggered dragging SMT down below £14 this afternoon.

[lord loads of lolly] 01/10/2021 15:52

arja - let me try to spell it out in words of one syllable. At the time of writing (3.50pm on 1 Oct '21), the NASDAQ is down 0.13%. Meanwhile SMT is down 2.87%, proving a low correlation between the two. Capice? Sadly, I doubt it.

[arja] 01/10/2021 15:35

someone told me the share price was not affected much by movements in the nasdaq !
How did that work out today and it is more affected than ATT and PCT it seems ?

[quepassa] 30/9/2021 18:50

Up 9% in today's session, Dole plc seems to be getting into its stride and responding to Goldman's recent 75% upside re-rating.

Ticker NYSE:DOLE


ALL IMO. DYOR.
QP

[dexter1612] 30/9/2021 18:41

Twice this week they have issued further equity due to demand for the shares.

[quepassa] 30/9/2021 17:07

Astonishingly strong Q4 Trading Update from Numis Corporation plc this morning containing the magic words " SIGNIFICANTLY AHEAD ".

Wake up and smell the coffee.

Not yet on the radar.


ALL IMO. DYOR.
QP

[dougy1] 26/9/2021 00:25

Now I remember why I already have you filtered.

[lord loads of lolly] 23/9/2021 17:31

Over the long term (last 10 years), it's generally traded between about a 5% premium and a 12% discount (the latter being as recently as Feb/Mar this year). It was more often at a premium between 2014 & 2019, but more often trading at a discount this year. Possibly reflecting greater risk (but also potentially higher returns) from increased exposure to China & unquoted securities?

[jm65] 23/9/2021 14:33

Apart from very recently this used to generally trade at a premium of a few % :-)

[dexter1612] 23/9/2021 14:01

Utter pish

[bobby semen] 23/9/2021 13:04

do shut up you useless clown