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Dinsalas32,
I'm a relatively new holder since December and I was pointed here by my trading platform AJ Bell via their "Shares Magazine" where they featured IOG. Not sure if this link to the December issue will work, but if it does then look at page 22 https://issuu.com/shares-magazine/docs/youinvest_shares_231221?fr=sNzZmYjQ1MjMxMzA
I have around £25k invested in IOG since December
Dellfrog,
I predict Tuesday 15th February for news. I'm hoping for confirmation that back gassing has commenced which should lift the SP nicely.
I'm not overly concerned about the apparent radio silence, but I do share your frustration, it would be nice to have a little more commentary from IOG.
SMT stake in Moderna as a percentage of the total fund is 7.7% according to Hargreaves Lansdowne, followed by Tesla at 6.3%, so they are still substantial but not as high as they were.
The top 10 as follows
Moderna Inc 7.77%
Tesla Inc 6.30%
ASML Holding NV EUR0.09 5.61%
Illumina Inc 5.57%
Tencent Holdings Ltd 3.99%
Ginkgo Bioworks Holdings Inc 3.58%
Meituan 2.96%
NIO Inc ADR 2.93%
Alibaba Group Holding Ltd Ordinary Shares 2.67%
NVIDIA Corp 2.59%
I made up a watch list of the top 10 holdings as they were in the middle of October 2021 to sort of get a feel for how SMT are performing and it's currently showing an 8.7% loss on the 10 holdings as they were then. It's not a properly accurate chart, but it shows how things are going. Tesla is up 31% but its dragged down by Moderna at 33% down, as well as Alibaba 20% down and Delivery Hero down over 30%.
I have just checked my October list against the current holdings list and there's quite a few changes, so the managers have been busy.
Good luck all
Sorry James,
Not used to posting here, I was referring to nuri123a and his helpful and supportive replies ;-) I realised who you were responding to.
Have a great Christmas and New Year.
Happy to advise you on your own portfolio, thanks for the input, very interesting ??
£45 million purchase at 16:35 today, hope this is the start of a recovery. GLA
Not sure a takeover bid would be successful unless Will Shu agrees. He owns just over 100 million class B shares which have 20x voting rights, this effectively gives him control. https://www.standard.co.uk/business/deliveroo-will-shu-adam-miller-share-sale-vesting-tax-ipo-lock-up-b969560.html
The current volatility is affecting most of the delivery type shares (Just Eat, Delivery Hero etc) I have 16,000 ROO shares and I'm on a paper loss of around 15% at the moment, but I'm sitting on my hands and not looking at selling, there should be a profit next year
LOL! Klozza, I Knew I should have justified the post with a "Not a Fan of Motley Fool" sticker........ but due to their agressive Google Ads their stuff gets read a lot. GLA
Motley Fool today are recommending this share as a buy today. https://www.fool.co.uk/2021/11/02/heres-what-i-think-investors-are-missing-about-the-deliveroo-share-price/
They have spent the last few months advising against. Good news I think.
Doesn’t this dilute our shares? Can’t see the SP rising today
Looking at the recent trades there are a large number of quite big sells (10k, 15k, 25k etc) but this isn't matched by the buys.
Down just 3.5p on the day, seems pretty robust to me, I'm definitely holding.
I used to think that I was a non gambler. Frankly, slot machines, horses, dogs, casinos do nothing for me, but I'm addicted to following this share and investing in it. 4p by end of January and 10p for the year