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Share Name Share Symbol Market Type Share ISIN Share Description
Smithson Investment Trust Plc 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
  +4.00p +0.33% 1,218.00p 1,214.00p 1,218.00p 1,220.00p 1,210.00p 1,220.00p 210,298 15:40:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments - - - - 1,253.15

Smithson Investment Share Discussion Threads

Showing 51 to 75 of 150 messages
Chat Pages: 6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/12/2018
09:41
948p NAV, fail to see why SSON should trade at a premium. More so, when I look at the holdings.
spectoacc
15/12/2018
18:43
Also out last week. Portfolio was largely flagged pre IPO so no real surprises but I just feel PEs are coming down and I’m going to reduce my equity exposure.
steve3sandal
15/12/2018
15:05
Pretty underwhelmed with portfolio, will liquidate at cost when i can. Iv been in a number of these individually in the last 12 months and have exited them, UK heading for brexit induced meltdown. I sold a chunky six figures of Fundsmith last week too, its started to flatline at best as momentum has gone out of US market, some growth stuff like Amadeus been hammered, moving into income funds, some yielding almost 7 per cent, growth cycle over.
porsche1945
13/12/2018
15:02
I am not impressed by some of the investment choices, especially shares like Domino's Pizza. I also think the premium to net assets is undeserved. I won't be investing here.
biggest bill
10/12/2018
17:44
I would I wouldn`t want Rightmove in my portfolio at the moment. This could easily go under the offer price. Should not have invested so quickly with potential Brexit effect.
tyranosaurus
07/12/2018
06:27
Due to enter the FTSE250, I beleieve. In the top ten holdings, I'm a bit surprised by Rightmove, and isn't a Soros fund short on Halma? (I wouldn't dream of criticising!)
jonwig
06/12/2018
14:51
First Fact Sheet out.
konkel
06/12/2018
10:37
I'm surprised the shares are holding up ..the NAV will tank...we are heading into a global bear market on equities
montynj
04/12/2018
10:29
NAV 1016p, good stuff
tongostl
03/12/2018
16:35
Thanks lomas. I did look in his morning but it was a tad early. Some fascinating stuff in there particularly the evidence that there are some solid companies out there in the investable universe that have already beaten their pre-End September highs before the market paused.
steptoes yard
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
Chat Pages: 6  5  4  3  2  1
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