Scottish Mortgage Invest... Share Discussion Threads

[dexter1612] 21/11/2021 10:53

Good prudent management, those shares were bought at a discount. Re invest now for the next cycle or hold as cash in treasury.

[shano2] 21/11/2021 10:47

I am in favour as the cash raised can then be put to good use in future growth companies rather than doing nothing in treasury.

[jm65] 21/11/2021 09:54

Any thoughts on all the share sales from treasury recently?

[dexter1612] 18/11/2021 13:45

Yes, apologies I see they are listed.

[malcontent] 18/11/2021 09:01

£21 billion plus market cap - phew!

who'd've thunk it?

[shavian] 18/11/2021 08:56

Northvolt true. Chargepoint listed in US under CHPT. I hold

[dexter1612] 16/11/2021 20:14

When SMT sold 80% of its Tesla holdings it reinvested them in Northvolt and Chargepoint amongst others, both are still unlisted.

[jm65] 16/11/2021 20:03

You tell me :-)

[arja] 16/11/2021 19:15

so is that good for SMT ?

[quepassa] 15/11/2021 16:21

ASML makes new all-time-high at Euro 750 today.


the early September wobble when the share price fell from 700 to 650 has fast been steadied and more than made good.

[quepassa] 15/11/2021 16:03

not to be missed.

Just released a few moments ago, an excellent new piece of research by highly-regarded Edison Group on Canadian General headed :-

" VERY LONG-TERM RECORD OF OUTPERFORMANCE "

An in-depth dive into CGI including commentary on portfolio.

ALL IMO. DYOR.
QP

[quepassa] 15/11/2021 15:20

CanGen now up 9%.

that's a massive move for any investment trust in one day.

however more to go as CanGen's discount to nav remains gaping.

all imo.dyor.
qp

[quepassa] 15/11/2021 09:10

Canadian General up 7.5% this morning in London following positive write-up in Sunday Times.

Market finally waking up to the wholly unjustified discount to NAV.

[quepassa] 12/11/2021 19:12

Franco Nevada

[arja] 12/11/2021 13:04

I see that the premium to NAV has widened quite a bit and , if markets ever tank, SMT would really get hit I guess . But who can argue with the chart and outstanding performance !

[quepassa] 12/11/2021 11:41

Xpeng.

New model announced & soon to be showcased.

Closed UP 10% in today's HK session.

[soundman2] 12/11/2021 11:41

Would be rather useful to see geographic spread of investments. China separated from Asia in the current circumstances. Any ideas please?

[bmel] 11/11/2021 21:19

Dexter - excellent summary.

[dexter1612] 11/11/2021 21:09

It's not that difficult. Accept that the world is changing, more rapidly than at any time in the last 100 years and and you'll understand the value of this share price. If you can't do that, don't bother.

[epo001] 11/11/2021 20:14

Looks at 20 year share price history. Dunno about nerves of steel, lacking a fear of heights seems more of a requirement.

"I just do not understand this." Now that I agree with.

[dexter1612] 11/11/2021 13:30

Trolling, lol.

[careful] 11/11/2021 12:01

fantasy net asset value.
I was looking into these so did a bit of research.

I just do not understand this.
seems like an accident waiting to happen.
yield 0.28% says it all.
A bunch of overpriced companies that make almost no profit on astronomical PE's.

In a sane world net assets based upon earnings and fundamentals would be a fraction of those quoted.
Smart to issues new shares though at these prices, that way they will get in some real money.

Willthere be a day of reckoning.
Decided not to ride the upward wave and invest, with my luck I would be left holding the parcel when the music stops.
Good luck to those in, you must have nerves of steel.

[arja] 10/11/2021 14:38

thanks Steve . must check today's NAV announcement

[29palms] 09/11/2021 12:55

Another Space X mission completes after splashdown off Florida coast of four Astronauts after they spent 6 months on ISS