The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Now on BG website. Not much detail as yet. But like recent BG China Growth expect info to be added in the next month. Probably have to wait for a couple of months before more detailed list of holdings.
https://www.bailliegifford.com/individual-investors/funds/keystone-positive-change-investment-trust/
Marketing?.... my dead cat is the only one not to know about this ..... ( below I can see ads of young people wearing t-shirts with cats printed on them)
Got to wait for the BG team to start marketing this properly. Also had a good run up reducing the NAV discount.
still waiting for sp to soar in response to vote.... Just can't figure why it's not happening already....
Change approved. Now Keystone Positive Change.
Application for name change tomorrow. Not sure how long that takes, but will look to add a few more.
Only recently bought in. 5K shares to start with. Will add in the new ISA Year on basis it’s a BG Trust.
Hopefully by then might be clearer on the holdings and specifically any initial positions on Private companies.
Maybe see sells reported after the bell, if they are institutional clearing their positions. Beyond that no idea.
it looks odd to me there is a lot of buys compared to sells and still the sp doesn't move up
Sp not moving yet.... How come?... Shouldn't now the sp shoot up because of the vote tomorrow?....
thanks, Sailin
Are you sure its not showing as a sell? the algorithm to work out whether its a buy or sell is notoriously inaccurate (I gather it just looks to see which side of the mid price the trade was made)
good luck
my yesterday substantial buy not showing .... anyone knows why not?
Anybody know about the sharp upwards move in KIT in the last couple of days?
Could this bounce tomorrow?
Read the RNS.
\* These net asset values do not reflect the 5 for 1 share
sub-division which became effective today.
Why the drop?
Is there no one on this mb?
Trying to take advantage of the abnormal discount to asset value.
Latest RNS shows their full portfolio and Kitron ain't there! Looks to me like London Stock Exchange are confusing the two cos and may have been charging this IT with the Norwegian company's announcement fees. I will post again when I hear further.
Looking like my hunch may turn out right and this new(ish) Fund Manager may be gently turning KIT around, largely by going for unloved invs. Early days but starting to perform.
Lots of positive news makes me suspect KIT has large holding in what is now an unlisted Multinational building up its US business, probably ahead of an IPO in USA. That would be very nice for KIT although as yet I do not know precisely how much of the co we own! Anyone out there an help?
Kitron! Is it a coincidence that KIT should have a significant interest in an unquoted bit of foreign excitement named KITron?
Mix in this IT is now showing me a GAIN!! May have got in roughly right. Certainly, as I said at time, 'limited downside'.
....my buy shows here as a 'sell'!
Ignore the Morningstar Table which sticks this into 'UK All cos' table, probably only highlighting its own inefficiency. It contains a decent amount in unquoted private equity although A J Bell is now quoted. This will mean a higher discount to NAV and inevitably push KIT down that table. But the yield of around 3.5% is not to be sneezed at and the UK emphasis may gain from a half-expected recovery once Brexit becomes clearer. Anyway, it appealed to me in this market so I am in , hopefully as a LTH. Downside seems pretty limited.
TTY FOR SALE
KAT