Member Info for Nthoftheriver

Understand your frustration, as by any reasonable metric we are grossly undervalued. However, the reality is the market can play with your mind and appear totally blind to what we have, so personally I feel it’s best to let things play out. We are 3.5weeks from December.

Good weekend all holders

Wow, my FOMO top up yesterday is looking a good move now. Happy with volume this morning today, especially after yesterday’s mega volume.

Trying to keep it real, as this is just the start of something I feel will be amazing. Need to remind myself BTC can be volatile and if we get big down day and our SP follows. Then I’ll probably add more.

Good luck all holders.

https://www.globalminingreview.com/environment-sustainability/29102020/electrics-to-drive-zero-emissions-mines/

https://twitter.com/lataminvestor/status/1324369196256579584?s=21

https://twitter.com/proactive_uk/status/1324335671864135680?s=21

Thanks, just trying to figure if the SP would consolidate or keep moving up as well.

Maybe won’t get a top up opportunity next week then. Nice dilemma to have though.

Hi Billfunk,

Do have view on the potential timeline on the consolidation period, assuming it does pull back to $14,500.

Thanks

Wow, BTC on a run this morning. Wonder if we hit 15K today

Thanks Toro

Well, well ,well. That second RNS definitely lit the touch paper (being Guy Fawkes Night).

No chartist, but people talk about little or no resistance for BTC to fly towards 20K. Breaking 15K would be a good start.

Well said Argobull.

The value is aligned with BTC price. As the view is that 20K seems plausible by year end early 2021, then that’s just more bang for you buck as they say.

Of course I would love the SP to show proper rise to mark some progress in the company and it’s potential, but that will come.

Good luck all holders.

Good to see the BTC coin held increase to 137 from 126 last month. (£2m approx at current BTC price).

Just added a further 20K shares to the SIPP. Done for now

Awesome.

Add to the Update and hopefully today is a great day SP wise

https://www.reuters.com/article/us-china-autos-electric-idUSKBN27I0W9

Sales of electric, plug-in hybrid and hydrogen-powered vehicles in China, the world’s biggest auto market, are forecast to rise to 20% of overall new car sales by 2025 from just 5% now, the State Council said on Monday.

No

Well just added a further 20K shares for my SIPP (100k shares now and 200k shares in my ISA), will see what the results kicks up before adding further. Unless we get a stupid drop.

Blimey, my 30K shares purchase for my SIPP might actually be on the right side this time. Lol

Might be a bit of a hit to the IPO due to Chinese authorities. Alibaba taking a knock too, at the moment. Sure it will get sorted at some point.

Still awaiting a full list of companies held in the trust. The recent monthly fact sheet sets out the current top 10.

https://www.bailliegifford.com/en/uk/individual-investors/literature-library/funds/investment-trusts/china-growth-trust/baillie-gifford-china-growth-trust-monthly-factsheet/

On the fact it highlights the pie chart states (item 12), 31.4% Net Liquid Assets. Not sure if this is companies from the Witan Pacific Trust not yet sold or something else. But may explain why the full list isn’t published yet.

I hold this along side my BG Pacific fund and EWI Trust in my ISA. Was looking to build a larger position, but the SP has been on a roll from the recent management switch, so will wait till I have a better handle on the list of companies, especially the unlisted companies.

Greenhighlander,

Always difficult to know when to get in when a share/investment has had a good run.

I got into this investment initially at £2.50 range, held and then bottled it because it was a bit volatile. To my regret. I subsequently bought back in around £5. (Double my original investment and that seemed like a large run up then).

My strategy since has been to scale in, so if it drops, I just add more. I now look at this as a core long term investment in my SIPP, so will to as I can. It is part of my 5 core holdings (along with Baillie Gifford Managed Fund) and a few speculative AIM shares to add spice.

I not sure what your financial situation is or how your risk profile sits (regardless of your buying AIM shares), but if you’re asking questions here, I would at least go onto Baillie Gifford website

https://www.bailliegifford.com/en/uk/individual-investors/

Maybe look further at the range of products/insights they have on their holdings/ views on the markets/regions. It might give you a better feel for how much to hold or if another investment is better. (It really helped me on and have a large holding across a range of their products in my ISA & SIPP).

Good luck what ever you decide.