Member Info for Mr.Flibbles

Does anyone find these comments a little disingenuous? I mean Musk first drives the Nickel price up stupidly(?) and therefor kicking Tesla in the balls and now spouts on about a battery switch to iron cathode that sends the nickel price down

One thing I can conclude was that the share price has not fallen here because of Clueless here selling, but it was Musk ;-)

I have added for the first time as a long term hold.

Plus 6p for SB.

As we know diversification is always good. I don't hold Fidelity Global Technology but it does contain RR for you to consider Steph :-)

Apologies if this is 6-day old news but it is new to me!
https://www.standard.co.uk/business/trustpilot-london-ipo-valuation-tech-scene-b921661.html

"The discount is appealing, however it has also traded at a 5-15% discount for the past 10 years. Who is to say it will ever catch up with the NAV?" - Discount has a correlation to performance. Should the fund start to outperform the benchmark and the sector outperformance a global tracker then the discount would close. The evidence for this is was in the biotec sector IT's.

DGN ticks many of the boxes and you can even see Asia focused JAGI go into premium during the hight of the recent growth. Dispite DGN having 30% tech much of its other holdings have more of a quality factor. We need the quality factor to come into favour to outperform the index. When everything aligns the discount will close.

Yeah GROW has a small stake. I use Decibel at work as a tool and it is invaluable to me. My company also pays for Trustpilot and it's all good stuff.

NASDAQ battered but happy to hold onto quality tech and listed VC private equity as European stocks are doing ok.

Medallia, a NYSE company and the global leader in experience management, announced plans to acquire Decibel.

Medallia, a NYSE company and the global leader in experience management, announced plans to acquire Decibel.

https://www.chrysalisinvestments.co.uk/

Smart money is where the highest growth forecasts are and that is Asia and Europe. US is behind.

I estimate the NASDAQ 100 companies has more chance than not of dropping 2.5% where more often than not it should bounce. All tech stocks are not the same, much depends on covid on/off stocks.

I am this year 30% CHRY, 20% GROW, 25% DGN, 20% T Rowe Price Global Focus, 4% GAM Star Disruptive and 1% EMQQ. That is roughly 50% Europe, 30% Asia and only 20% US.

It is good they haven't participated in this fundraising given the listed stay at home e-commerce market was at the top.

Helps chrysalise another rise to 250p. Wish I hadn't redused.

Despiy the premium the 180.75 pence valuations is based on September valuations including comparable company. This is good for 250p soon imho.

Thanks Steph. I am sure you will then share it with us? I wonder if they will then do some more fundraising for more private assets. I would love them to pile more into Graphcore for an IPO given the rising AI chip market.

Steph in relative terms to the listed public markets in my data both Draper Esprit and Chrysalis have reached fair value especially the recent drop in the public markets. However, the potential of the disruptive technology in these portfolios is excellent. My feeling is that the share price needs to cool off to keep it honest and maintain our long term target of 20% annualised.

SIGC is for those wanting Barclays at a significant discount. While the share price of BARC will continue to rise any winding down of SIGC or increased sentiment should see the hefty discount narrow. This is one not for trading but holding for some time.

Thank you for the direction all. I can sleep easy at night.

Can anyone tell me what the impact is on the environment in the Vermelho project that is located in the state of Pará. The state "is a northern Brazilian state, is the site of Amazonia National Park. Protecting a vast swath of the dense, lush Amazon Rainforest, the park is home to thousands of wildlife species."

Hi Steph. Here is useful data you may find interesting:
https://www.longtermtrends.net/large-cap-vs-small-cap/

The US air and transportation indexes have been going up.