Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
To produce long-term capital growth by investing in US companies which have the potential to grow substantially faster than the average company over the long term.
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Saba Capital Management has doubled its position in quite a few B G trusts now
In BG (USA) - it's SpaceX
About 7%, I think
Could be a highly relevant factor, down the road...
🙂
Certainly I have a few shares here - and bought a few more today.
Only because of the amount of buys - some large ones, in particular.
Does anyone know why this buying activity is happening or why?
I have a few trusts which include Baillie Gifford which I drip feed into but not sure who is running the BG funds as they are a disaster. My other companies are doing reasonably well. Will probably sell the BG and cut my losses.
They have an update to shareholders today at 2pm. I wonder what story they will come up with to explain their disastrous performance.
What are peoples current views on this share/trust ?
Most stocks from Jan this year have picked up a little since 22 so, what the heck is happening with these investments the so called experts from here are picking? Are they working hard to not make any increase for investors or is that just what it feels like? Wasn't too long ago it was at 350p a share.
To me at present, it just seems to be floundering doing nothing against a backdrop of small overall increases in the general us markets, my own US watch lists are all up, not massively, but up none the less.
Main holding starlink now
I think your in at a reasonable price, my average is over 220 so I'm waiting.
Don't really want to put any more in, looking for long term investments with dividends these days to compound my returns on the investments, not sure this one will ever offer dividends.
I think though you should see a double return on your buy in price as time goes on.
Gla and always dyor ??
Just bought in - been watching for a while, 17.1% discount to NAV with these holdings feels like an attractive entry point for a long-term outlook.
Get your whip out
I meant Friday
Any idea why the fund went up on Thursday while the rest of the market was significantly down in the US. Are we seeing what we saw during the peak of pandemic when growth funds increased in value?
Turns out you would have bee better leaving your money where it was. NAV back up above 200 now, not a bad recovery considering the wider market sell offs.
I have three Baillie Gifford funds and would be better sticking the money on a horse with 3 legs.
hope the rally continues! seems like just been going down and down forever now.
Basically no confidence in the marketplace these days - this share has dropped 20% since I bought it even a couple of weeks ago (great timing I know!). This trust holds the future stocks that will likely do well once the world economy settles down, but in the meantime its been a roller coaster ride which doesn't seem to know a bottom right now. !0 years from now we won't remember this, and as long as no one panics then I think people will do quite well out of this stock in the longer term. Even SMT looks near bargain territory as long as no one expects a quick buck and is in this for the long haul.
Discount is now over 19%. That just does not make sense.
Hopefully your right pickedpeck, I would like some stability and nice growth back here. All markets generally up this week so far from last week , hopefully this continues to be the trend
Price and NAV now aligned, bizarre how that happens. In a rising trend should we see the price ahead of NAV soon?
Looks like the nav gap has closed, trajectory a bit more positive at last.
Maintaining about 10% discount to nav, strange for this trust
Need this back over 300, but by the looks of things, all the american markets are suffering at present bad start to year. Hopefully all to play for as time goes on .
Discount to NAV has touched 10% this morning. That is way out-of-line with historical performance. I can only see the discount getting smaller and have bought some more.
I think you may have just seen the bounce off the bottom. Someone sees it as value, £820k buyer late on today. That's ballsy, but probably wise.
Current NAV discount is around 6%. Discounts of any magnitude have been historically very rare and discounts of this size extremely unusual. In my view, there is likely to be some more significant volatility in SP and discount. I am watching for good value opportunities to increase my exposure.