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Share Name Share Symbol Market Type Share ISIN Share Description
Smithson Invest LSE:SSON London Ordinary Share GB00BGJWTR88 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.40p +0.04% 1,128.00p 1,126.00p 1,130.00p 1,131.00p 1,126.00p 1,128.00p 152,129 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments - - - - 1,016.62

Smithson Invest Share Discussion Threads

Showing 26 to 50 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
03/12/2018
16:31
Holdings include Technology One, Verisign, Ansys, Sabre, Simcorp, CDK Global, Domino's Pizza Group, Domino's Pizza Enterprises, Chris Hansen, Equifax, Check Point, Masimo, Rightmove, CDK Global, Ansys, Cognex and Halma
brexitplus
03/12/2018
15:34
The wait is over:They have invested 97.4% of the fund in 29 holdings, the summary is available here:Https://www.smithson.co.uk/fund-factsheet
lomax99
02/12/2018
12:27
I am expecting the funds first monthly Factsheet to be uploaded to the Smithson website this week. As a bare minimum we will know the Top 10 holdings and quite likely the performers and detractors.
steptoes yard
21/11/2018
18:47
Yes, my concern with that fund was/is that there is no hedging and FX movements can pee all over a "good story".
ianood
21/11/2018
18:45
I think Smith and Fundsmith are great. I just think investing that quickly is a bit risky... can always do it over 3 months....but I am sure Smithson will do well and wish them every success.....
trytotakeiteasy
21/11/2018
18:44
Funnily, they took over a year to invest the proceeds of FEET, but I think the emerging market liquidity was much less than the SSON universe
mad foetus
21/11/2018
18:27
Smith, by his own admission, does not try to time markets. His skill set is very much that of an analyst who is value and growth driven.
ianood
21/11/2018
18:22
About a 5% decline.....I think they invested too aggressively... should have done it over time to some extent....like the concept...but the premium here is a bit mad.....also buying quality is tough.. the companies are at a premium and if they lose the quality edge the stock will tank...
trytotakeiteasy
21/11/2018
13:17
NAV now 953p
tyranosaurus
20/11/2018
11:11
8% premium to the latest 964p NAV. Lots of optimism from investors in this fund.
trytotakeiteasy
14/11/2018
18:15
So he`s managed to invest a hell of a lot more than he thought he was going to raise. Only 40M ish left. Not a lot if there`s a Brexit driven crash. I hope he has spent it well and not like a kid with xmas money. Perhaps as they have peanuts left to invest they could find the time to let us know what our money is invested in (before December).
tyranosaurus
14/11/2018
10:53
on a 9% premium investing in growth stocks when the tide has turned there. good luck maintaing that premium level in this market.
edwardt
14/11/2018
07:36
With the “premium”; to issue I’m waiting ‘til December unless the markets make a turn-around and leap. Will they by December? I doubt it.
sogoesit
14/11/2018
07:31
95% invested, premium to nav.
spacecake
06/11/2018
16:16
Thanks, konke1.
wirralowl
06/11/2018
14:49
If this goes to a premium above 18% I shall be thinking about selling for a quick profit
wingrove4
06/11/2018
11:59
The "flyer" says portfolio yield 1.2%...I guess we'll have to wait and see the level of the payout.
konkel
06/11/2018
11:59
The "flyer" says portfolio yield 1.2%...I guess we'll have to wait and see the level of the payout.
konkel
06/11/2018
11:39
Anyone know if there's a dividend here? I know TS isn't keen, but seem to recall 1.8% being mentioned, but not sure if that's the anticipated underlying yield of the p/f or the expected payout?
wirralowl
05/11/2018
14:54
Gist, not host...
villarich
05/11/2018
14:54
It's not strictly sight unseen though is it? They've already declared their investable universe. Add that to the philosophy being very similar to Fundsmith, albeit with smaller mcap and you get the host of what you're investing in.
villarich
02/11/2018
16:51
According to the Smithson website, the first fund factsheet won't be available until December. That means that we won't know their list of investments for another month, unless they issue an rns about their portfolio. I'm surprised so many people are buying here sight unseen.
biggest bill
02/11/2018
10:40
NAV above IPO price
villarich
01/11/2018
08:16
i can't see these investing in the dross that WPCT has so my guess is no but we'll have to wait and see what/which companies they have been buying
jon123
01/11/2018
08:16
Don’t think you can compare the two. I only bought a few expecting the price to trail NAv within a month or two due to current sentiment. Looks like my mistake.
jhan66
Chat Pages: 4  3  2  1
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