Member Info for littlened

The point is that if SMT think any share in their portfolio is overvalued(whatever that means) they do sell.Obviously those that they retain are expected to outperform over the next 5 years

Read my post.Do you do any research ?

In their half year report on 30th September SMT said that it is the breadth and scalability of Moderna’s technology platform rather than Covid vaccine which attracts them.it’s large and growing pipeline seeks to combat Flu,Zika,HIV,cancer and many more.Lots of scope for recovery here but such things don’t happen quickly.

Yes you are right but remember that over 20% are private companies and only valued periodically.

Over 20 years SMT are up by 2139% and the FTSE All Share Index 241%.They know what they are doing!

Why can’t you leave it to SMT managers ? They know the company much better than you and I know they didn’t buy it for the vaccine production.

Over 20 years SMT has grown by 2139% compared to 241% for the FTSE All Share Index.
Index Tracker or SMT ?

SMT also holds over 20% in private companies and these have proved very successful too over the years

Read the SMT annual reports and their many on line management interviews.Their 10 year record is brilliant so they have got lots right over the years.But it is not and isn’t meant to be a steady Eddie,a market tracker.If this is what you want you should invest elsewhere

SMT philosophy is buy companies which it thinks can grow dramatically over the next 5 years.It never invests for short term gain and believes that only a few stocks ever beat the average so it tries to identify the few who can.SMT advises all shareholders that it can be volatile and should be bought only by long term holders.Its record over many years is excellent and I sure it will stick by its strategy

What has happened to our gloomsters ? Have they been sacked for incompetence ? Surely not for laziness for they have worked hard,but to no avail alas !

Nm ??

Me too,his posts were intelligent ,informed and purposeful,interspersed with interesting personal anecdotes of poker playing,truck driving ,feminising ,smoking and fun but he did not suffer fools gladly.Really missed

?????

Well Slift there is no subject in your statement/question but this is no ‘O’ level English board

Senseman,I think you mean 90% of the COVID patients not 90% of all beds

We will all be out in 24 months having been gobbled up by a bigger beast

We know they were colluding with the Bondholders but if they followed the legal procedures then we can’t prove it.The Court threw it out thankfully.We just get rid if the remaining two at the next AGM

Most of Woodford picks are doing very well now,patience really is a virtue

Professional investors only go for open goals