Seraphim Space Investment Share Discussion Threads

[quepassa] 06/2/2024 08:32

Up 100% since the pre-Christmas 30p lows and climbing.

Now through 60p with a much narrowed bid-offer spread

[spectoacc] 06/2/2024 08:10

To the mooon.

Come on Tommo....

[quepassa] 06/2/2024 08:06

Strong momentum continues

[quepassa] 03/2/2024 06:33

Up 5% on the day

Up 10% on the week.


Very positive momentum.

[spectoacc] 02/2/2024 16:35

Thanks @rambutan2, & well done. Only a small holding for me really, but still been very good so far.

[rambutan2] 02/2/2024 16:19

Yes, been a big winner for me and now the largest holding in my SIPP.

Of the top four holdings, which make up 52% of the nav, I think ALL.SPACE is the one that offers really big upside for SSIT over the next couple of years. Being smaller, less mature, and SSIT owning more of it. Of course, that also means it prob has more downside as well. In any case, it does look quite exciting...



Listen to the podcast with boss John Finney...

[wsm812] 02/2/2024 15:12

Holding fast may have been the better option here, however, I did pop my ££s into ITM, which has given me +10% in three days!

[spectoacc] 02/2/2024 14:30

Can't go bust taking a profit, well done. From my POV, the discount's still huge, and it may still get a tip (come on Simon Thompson..).

There's at least the outside possibility of one or more holdings doing very well - and, dare to dream, discount becoming premium, to a NAV strongly on the up rather than continually on the slide.

[quepassa] 02/2/2024 09:49

No-one can argue with the wise strategy of ringing the cash register and banking hard profits.

I'm still all-in and accumulating further

[wsm812] 02/2/2024 09:20

It's looking very strong and supportive. I have halved my stake, to bank some nice profits.

[quepassa] 02/2/2024 09:09

Twelve month high

[quepassa] 23/1/2024 11:07

Not so amateur!

We have had the classic tell-tale double bottom in the low/mid 30's and are now in a distinct uptrend phase.


The planets are aligning


-Graph supports charting theory.

-Phenomenal growth in sector supports fundamentals theory.

[wsm812] 23/1/2024 10:55

My, very amateur, chart-reading shows that we could get to into the low 50s and upto the 60p level on sustained buying before major resistance hits.

[quepassa] 23/1/2024 10:35

Now up 10% in today's session.

With more to come.

all imo. dyor.
qp

[wsm812] 23/1/2024 10:23

Oooow, there's two insideous weasels amongst us now! haha

[wsm812] 23/1/2024 09:46

Who's the looser with a grudge that keeps marking down any positive post?

Reveal yourself and let's chat........

[wsm812] 23/1/2024 09:13

Investors are finally waking up to the opportunity Spec - big jump in share price today :)

[spectoacc] 23/1/2024 08:55

Barely fell at all in the recent slide on the inflation figures - a good sign, now has potential to kick on.

Simon Thompson's 2024 picks in a few weeks - will SSIT make the cut? Don't get much more "deep value" than SSIT.

[spectoacc] 11/1/2024 12:13

Another mention, this time from Stifel:

[spectoacc] 10/1/2024 12:17

You're welcome; a short Citywire piece on it too:

[wsm812] 10/1/2024 11:29

Nice find Spec. Cheers

[spectoacc] 10/1/2024 11:20

It got a mention on Winterflood's (long) list of trust picks for 2024:


"...As well as space technology fund Seraphim Space (SSIT), which ‘offers considerable value, supported by structural tailwinds’.

Bird noted the Seraphim was ‘hit harder than most’ by the pivot away from growth in response to rising interest rates but the discount of 56% implies that excluding the top two positions and the fund’s cash reserves, ‘all other positions in the trust are worthless’.

‘These seems rather unlikely to us, not least due to the structural tailwinds offered by increased spending on defence and climate monitoring,’ she said."

[spectoacc] 10/1/2024 11:10

Could simply be the overhang having cleared. But a tip would certainly be interesting, might even get it back to a 50% NAV discount...

[wsm812] 10/1/2024 10:26

Cannot find anything to back up today's price rise, perhaps it's going to be tipped tomorrow in IC or such?