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Share Name Share Symbol Market Type Share ISIN Share Description
Small Co's Dividend Trust LSE:SDV London Ordinary Share GB0006615826 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 180.00p 175.00p 185.00p 180.00p 180.00p 180.00p 38,809 05:00:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 2.5 2.1 11.5 15.7 37.53

Small Co's Dividend Trust Share Discussion Threads

Showing 1176 to 1198 of 1200 messages
Chat Pages: 48  47  46  45  44  43  42  41  40  39  38  37  Older
DateSubjectAuthorDiscuss
20/9/2018
08:46
Actually it's down, but says it's in blue here?
chc15
20/9/2018
08:44
Ex div today, but it's up! that's interesting??
chc15
13/9/2018
13:02
With a split capital trust, you should quote discount against total assets, i.e. including zeroes' assets, to get gearing more comparable to other trusts. Whilst correct in absolute terms, a bear market fall of maybe 30% would see other normal trusts at least double to a 10-30% discount while gearing of the zeroes here would see the discount go to maybe 50% or greater. The quoted discount here is being applied to about 60% of assets for the ordinaries, after zeroes take about 40% (roughly - not checked recently). Apply it to all assets and it's only about 8% discount, maybe. Double the discount after a big market fall and apply it to total assets that fall from the current 100% to maybe 70% in a recession, then you get 8%/60% on the ordinaries now drops to 16%/30% (as the zeroes maintain their 40%) - a discount of over 50%! Beware split capital gearing in downturns and try compare discounts like for like.
aleman
13/9/2018
11:11
I see good value here, dividend has been steadily increasing and near 15% discount now. Added some more at 204p. Some quality companies in the top 20 holdings.
noiseboy
12/9/2018
12:15
Yes it's been poor, but I've added at 203.5.
chc15
03/9/2018
20:19
Interesting to compare poor performance of SDV to Herald UK (small cap tech+media) which is up 20% this year - ticker HRI
quepassa
03/9/2018
19:56
can help thinking there is some large holding being sold in the background here. seems a buy for the long term holder
pjw956
14/8/2018
11:44
I've just bought 5k at 212.35. Thats a 10.5% discount to NAV. I was quite surprised that the offer was so low, as the spread is showing 211-218 - 10% is the highest discount for a couple of years - its been as high as 18% over the last 5 years but also it seems to get close to NAV once a year. Not sure now is the right time to be investing at all, but on discount alone its a decent proposition
dr biotech
02/8/2018
20:51
discount has widened, but markets now choppy so more falls likely and most J Baron readers are still unaware he has sold till his column is out in print, so ... keep close eye on SDV and opportunity will arise ...
pjw956
02/8/2018
13:46
Yes, so he's sold, guess others followed suit. Director buy to stem losses, good idea to top up.
chc15
02/8/2018
13:11
John Baron has a fee paid site where he shares changes to various portfolios using Investment Trusts. Two of those portfolios are shares in the IC magazine on a monthly basis
mundungus
02/8/2018
10:00
ASCI looks better value at 13% discount to NAV
davebowler
02/8/2018
09:55
The Net Asset Value (NAV) at 31/07/2018 was: Per Ordinary share (bid price) - including unaudited inc 241.16p
davebowler
02/8/2018
09:55
Thanks, can't see this news anywhere, don't think drop is justified, crazy..
chc15
02/8/2018
09:35
John Baron has sold his holding in the Investment Trust Growth Portfolio
mundungus
02/8/2018
09:03
Why the drop..
chc15
24/7/2018
21:00
I agree, for example sls, hsl, brsc all much better performance by some margin, I suspect others agree and are switching out of SDV, becomes self fulfilling
pjw956
24/7/2018
06:32
Ave discount over the last 5 years is about 10% and has been higher so may be some further to go. If you google “HL sdv” then you can see a useful graph. Been a bit disappointed with performance this year, underperformed my other smaller companies holdings
dr biotech
23/7/2018
20:40
discount to nav widening further
pjw956
29/6/2018
10:36
Nice near 30% rise in their biggest holding DGOC today !
noiseboy
24/2/2018
09:37
Write up on This Is Money website yesterday... CHELVERTON SMALL COMPANIES DIVIDEND: Pub chains and builders that dish out healthy 4% income - HTTP://www.thisismoney.co.uk/money/investing/article-5428011/TRUST-WATCH-Chelverton-Small-Companies-Dividend.html
speedsgh
05/2/2018
13:30
Sliced decisively through SMA200. About time many trusts retreated to a more sensible discount imo.
speedsgh
05/2/2018
11:51
Painful drop today - negative sentiment is going to make most trusts trade at a discount to their NAV, as well as the drop in the underlying value.
dr biotech
Chat Pages: 48  47  46  45  44  43  42  41  40  39  38  37  Older
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