Seraphim Space Investment Share Discussion Threads

[spectoacc] 13/5/2024 08:18

3 tests and away, been long & arduous :)

Above 80p the next test. And why not.

[quepassa] 26/4/2024 15:18

Strong graph.

Last three recent occasions it hit 60p+, quickly fell back on profit-taking.

Looking very promising to hold this time and make further new two year highs.

[rambutan2] 25/4/2024 22:57

Our largest holding raised $93m last week, for growth. I doubt we took part in anything but a nominal way. Hopefully it was at an uplift to carrying value. I would have thought this is a last raise pre IPO or self financed growth. Business does seem to be booming for ICEYE.

[quepassa] 24/4/2024 14:10

New today.
Not to be missed.

Mark Boggett, SSIT CEO, talks to Edison Vantage in 20 minute interview:-

hXXps://www.edisongroup.com/edison-tv/vantage-seraphim-spaces-mark-boggett-on-a-booming-space-economy-and-a-maturing-portfolio

all imo.
dyor.
qp

[rambutan2] 24/4/2024 04:26

The Chairman reckons it's "a win-win" for SSIT, but I would have liked a bit more detail on the transaction:

[quepassa] 10/4/2024 15:48

Don't miss today's new research/update on SSIT from Edison

[spectoacc] 10/4/2024 08:23

#388 - very well done, it's always the buying back after the sale that's tricky.

Won't take much good news to lift SSIT again IMO. Just something to prove the NAV has legs.

[apple53] 08/4/2024 09:43

Well spotted Ram. Delayed once and could do again unless it can differentiate itself from ispace, by the sounds of the article.

As far as I can see SSIT doesn't indicate what % stake it has (just the % of NAV). If we knew this I guess we could compare revenues (or EBIT) of the 2 companies for a guesstimate of SSIT NAV upside.

[rambutan2] 07/4/2024 19:29

Astroscale looking to list in Tokyo:



Last quarter valuation was £9.8m...

[apple53] 05/4/2024 10:17

I bought back in below 50p

[rambutan2] 04/4/2024 20:24

Largest holdings keep pumping out good news. Manic share price will continue for a while yet, but eventually settle much nearer to a growing nav.

[the millipede] 04/4/2024 18:06

“Drifting again, a little disappointing in a market this good.“

Private equity not exactly motoring up the past few months. Everyone chasing Nvidia I guess, although Spire Global looks like it is waking up.

[wsm812] 02/4/2024 08:28

The story here remains the same, can't blame investors for selling out at these recent highs after such a long time in the doldrums. I was one of those sellers, keeping an eye out for another buy-in opportunity though.

[spectoacc] 26/3/2024 13:54

Can't seem to keep its pants up atm, but only needs one piece of good news (eg a takeover) from one of the concentrated holdings.

[spectoacc] 22/3/2024 15:26

Drifting again, a little disappointing in a market this good.

[29palms] 19/3/2024 18:03

Nice move north from Spire Global today after Nvidia collaboration news last night.

[29palms] 18/3/2024 22:23

More good news from one of SSIT holdings Spire Global

[spectoacc] 16/3/2024 07:05

Seems there was a Merryn S-W tip on SSIT in yesterday's MoneyWeek, fwiw.

[spectoacc] 15/3/2024 13:44

Anything possible, but early 80's next resistance. Would probably need some more portfolio co news/listings/takeovers, but would still be trading below (a rising) NAV.

I'll likely slim down on the way up. Has more than doubled from the low now.

[quepassa] 15/3/2024 13:39

new 18 month high today and climbing.

[spectoacc] 15/3/2024 11:50

Just needs a close up here to confirm latest breakout.

[rambutan2] 14/3/2024 21:13

Yes, no nasty surprises and lots to like.

Today's results presentation/call: