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l'lee, SMT is 6% of my pot. Would ideally be more, but i'm looking around and everything feels toppy. In fact i'm 25% in cash at the moment and pondering where the market is going to take us. I'm also in JCGI (worst 2021 performer in the p/f) but wonder if and when there's a pause for breath in the US markets in the near term, whether China will see a reversal in sentiment as investors chase a new avenue for returns. If the Chinese govt match this with a change in stance or provide some investor comfort, it could be their year in 2022.
On the other hand, I could be talking absolute guff. A bit O/T I know, but there's some commentary about it in the SMT report today, so it must be an issue on the agenda.
Cheers EG
Done the same. Sold all individual share holdings. Been a good year and a profit is a profit. Happy to take the foot off the gas for a while, sit on the side lines, maybe look for a few stocking filler trades and start thinking about positioning for 2022. Good luck all.
PS - please DYOR, but my rough calculation for the ordinary dividend accrual information buried in the Q3 results equates to circa 2p per share for 20/21. Please DYOR, it's just my opinion. Cheers EG
Just sold my 201k shares. Struggling to hold 50p so will buy the inevitable dip. Nice to step off the merry go round albeit briefly I’m sure.
Think the results indicated the 2021 dividend as per my previous post, will try and work it out later. Atb
Looking at the LBCM 1/2 yr RNS this afternoon, furiously scrolling down to the dividend section for any nugget of info or indication of what the future may hold, only to find a one liner telling us what we already know. That's 5 mins of my life i'm never going to get back!
I agree - it's my worst performing fund and i've got quite a bit tied up here. 2021 was predicted to be the year that China outperformed. That'll teach me for listening to the 'experts'!
I keep telling myself that it'll come good, the Chinese authorities surely can't maintain this direction of travel. Time will tell. EG
Morning all. Maybe someone can help. On the daily RNS, various bases of value are stated - Cum par, fair par etc, which I believe relate to debt and income and how they're treated in calculating the NAV. Is there a general rule of thumb on which one should be used to assess real value / the premium or discount?
I read an article yesterday that said that the S&P Global Clean Energy Index is increasing in size from 30 to 100 companies. This should mean that INRG has a more diverse basket and lead to less volatility going forwards. I haven't found a definitive date for this change, but I think it's some time towards the end of next month. Please dyor, but imo this should be a good thing longer term.