Member Info for Mr.Flibbles

CNN: Goldman Sachs invests $69 million in British digital bank Starling
https://www.cnbc.com/2021/04/19/goldman-sachs-invests-69-million-in-british-digital-bank-starling.html

KEY POINTS:

* Starling has raised £50 million ($69 million) from Goldman Sachs’ growth equity investment arm.

* Starling is one of the U.K.’s biggest neobanks, with 2 million users and £6 billion in deposits.

* The fintech firm plans to to expand its services in Europe and potentially make an M&A deal.

I have bought in here today after owning from Private Equity via Chrysalis. Will buy a second batch in Q3 or 4.

UiPath made it on the front page if Bloomberg this morning.

Doubled up my holding here to take it to 15%. US public markets are too expensive, HVPE represents good value gooing forward.

Is there no tied in period for Trustpilot before GROW or anyone can sell? Not sure how it all works. TP going beyond my expectations, really well done. My company have been paying TP for a year but only just put it live after getting an excellent rating finally!

I don't see any real falls. There was some issue with cheap money reform in the US Earlier in the month, but today's decline was in keeping with the wider market fall.

Great RNS with 9+ percent NAV growth. Hope the share price falls some more. Happy days.

Anyone know where can I see the technical specification for the glasses and the actual parts that are covered by the IP?

No paperwork required to buy from the Nasdaq for a SIPP. I'll be considering filling in the paperwork for the ISA just for Graphcore.

Sage, we can remember to buy the occasional IPO... Graphcore when it does for sure!!!!

Any idea when the next NAV update will come in.

Not a fan of cryptos, especially for the foreseeable period of climate change they require incredible amounts of energy to mine and so are massive ESG disaster. They will end up in the hands of private investors with extreme volatility. Not a replacement for gold, cash or property.

THG appears to be changing direction. Large buys at 204p and sells at 203p.

The £1m feels like a sell to feed the buyers on higher nickel prices in recent day, buyers like myself and unfortunately for you all should have been done at 9p.

Is this the Canadian listing? A 7% spread!
https://www.google.com/finance/quote/HZM:TSE

Discount to NAV of 10% is undervalued in comparison to the sector it primarily operates in now. A sector that often at a premium including AUGM, GROW and HGT. I suspect a seller, but could also do with some promotion to attract buyers and further increase liquidity. I cant find anything better value in the tech space... possibly HRI in the listed space but the companies at APAX are far more conservatively valued.

Can't wait for the results. Hoping for 30% by year end.

Huge desirability and scarcity factors in that report.

For now, the LSE performance of TRST I suspect will drive a lot of the GROW share price as far as I understand? It is doing well actually.

£450.52k UT today. If it was a buy I suspect then the institutional buy price has been lowered to 201p.

I managed to up a tiny bit first thing to round up all my holdings to 15 percent going into the new financial year today. Bit OCD.

European gov bond yields to go up but not so much as the US.

Also worth noting THG share price has been declining YTD but could start reversion towards results due in the middle of the month. I believe we still hold some THG shares since IPO?

Tech out of favour. Will come back in favour. No idea when.

Steph I am worried you are getting too attached to GROW. You are in a very fortunate position. The macros are on your side and European yields should not go as high as US treasury. In fact April is statistically the best month for European stocks. I expect a bounce for GROW but valuations are getting frothy in comparison to HGT, APAX and CHRY. Consider reducing in May and taking some time off to consider other regions to diversify especially Baillie Gifford Pacific fund or the IT version PHI.

I should have added that European bonds are not likely to rise as much as the US.

April is traditionally the best month for European stocks and considering they are 20 percent undervalued to S&P500 and then some in private equity I recon we will get good rises for CHRY and APEX the most. Followed by GROW, HGT, HVPE, NBPE possibly even 3i Group, SLPE, listed European ETFs.

Sell some in May.