Seraphim Space Investment Share Discussion Threads

[livewireplus] 03/12/2022 23:20

'Lost half your money': UK's highest-flying Isa fund is now worst 'Crashing to earth'https://www.express.co.uk/finance/personalfinance/1704810/Investing-stocks-and-shares-Isa-fund-investment-trust-crash-lose-money-tech-Seraphim-Space

[jonwig] 30/11/2022 17:58

Primary Bid have sent me an email for "Space Chat". This is the link to register:



Note: "PrimaryBid receives a fee from Seraphim Space for the ongoing provision of information services to retail investors."

[rambutan2] 30/11/2022 03:06

Yes, a 0.5% stake bought at average of approx 56p as at 30/09. Seeing that disclosure persuaded me to take a proper look at SSIT, as I rate the manager of AGT.

[the millipede] 29/11/2022 21:37

AVI Global Trust, one of my largest holdings, now owns some of these.

[quepassa] 21/11/2022 13:12

concur.
Have also recently opened.

[ec2] 21/11/2022 12:47

Think we are at or around peak bearishness in these now with the 50% NAV discount. The recent investor update provided comfort for me around the portfolio risk management process and also the conservativeness in the unlisted valuations. You can't pick the absolute bottom but it's time for me to start pound cost averaging in. Have opened a small position.

[jonwig] 17/11/2022 08:38

Webinar for retail is 10:00. The 9:00 is for institutions, I think.

[quepassa] 17/11/2022 08:26

Strong results.

[jonwig] 03/11/2022 07:58

Q3 Results 17 Nov:



Also live presentation 9am.

[luffness] 29/10/2022 14:14

Funding for what?

[jonwig] 29/10/2022 06:41

An Edison note (sponsored, of course) -



At almost 50% discount to the end-June nav, this might be worth revisiting. Always a danger that funding dries up, though.

Quoted investment (NASDAQ):

[montynj] 12/8/2022 07:47

One of its top holdings $ASTS up 50% in a week ahead of its satellite launch

[montynj] 11/8/2022 10:17

Bought back in here

[sf5] 01/8/2022 11:10

Space companies get a brief mention half way through this article on the general VC valuation crash

[panache1] 28/7/2022 09:28

The price rise over the last few days has been unreal !

[ec2] 27/7/2022 22:00

If I'd know the trading update was coming out today I would have held off from selling yesterday. Hadn't expected it to come out for a couple of weeks.

[ec2] 26/7/2022 15:57

Sold out at today's close at just under 71.5p. Hadn't intended selling so soon after only buying just over a week ago, but I notice Arqit Quantum the 15% holding fell 5.4% yesterday and was down a further 8.5% today.

[panache1] 22/7/2022 11:11

Well done !

[ec2] 18/7/2022 11:21

Mad I'm sure but taken a small opportunistic punt in these today at the 51p level.

[jonwig] 12/7/2022 12:48

NAV at 31/03 was 104p, and a lot has happened since then. We don't know what adjustment they will have made to the unquoteds, but the next NAV (to 30/06) will be useful.

A lot of the long-term story is intact (except the overcrowding at LEO), and sometime I'll probably buy back in.

[ec2] 12/7/2022 12:19

Now half the original offer price. So much for the no divs but targeted 15% annual capital appreciation.

[chrisdgb] 08/7/2022 09:00

Will be interesting if management meetings in the next few days can generate some interest here....

[davidro77] 28/6/2022 01:06

Not exactly breaking news though is it. A 12% drop in one day is the worst daily decline since launch