Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Yes, I mean the estimated NAV is £41, share price is £21.30. That's almost 50% discount on NAV.
I know everything is struggling at the moment, but I watched this do very well over the last few years and believe it's a bargain if you can get in cheap enough for a long term hold.
Sorry, don't mean to jinx it. Prices tend to do the opposite of what I want them to do anyway so don't be too concerned.
Been watching this for a while waiting for a good entry. Estimated NAV is -47.4% at the moment at 4112.00GBX.
Exactly! People thinking the Moderna investment is a COVID play are not seeing the bigger picture.
https://twitter.com/moderna_tx/status/1486702116102193161
You can see all the holding, listed and unlisted here:
https://www.bailliegifford.com/en/uk/individual-investors/literature-library/funds/investment-trusts/portfolio-valuations/scottish-mortgage-valuation-30-november-2021/
No problem, it had solid results last year, been down a bit recently but I believe it will perform well again this year.
It's an early investor in up and coming companies, they try to capture the early growth stages.
@Reptilian it will always drop eventually. When it's flying you never think it will, but it always comes.
I tend to add more when SP is near or at a discount to NAV. You can check that here: https://www.bailliegifford.com/en/uk/individual-investors/prices/
I also add when daily RSI is in the oversold region.
By setting these 2 simple rules, I usually get good bang for buck when adding. Not saying it only ever goes up after I add, but it keeps my average down.
If you see the SP is at a premium or the RSI is in overbought, it might be a good idea to wait.
I didn't mind the dip to 9.50 so much, it had been support for a while, but now it seems to have just started bleeding for the past 3 days.
Keeping a close eye on this, if it doesn't show signs of recovery soon I will bow out and put my money elsewhere.
All of BGs daily NAVs are listed on their site.
https://www.bailliegifford.com/en/uk/individual-investors/prices/
Discussions do not equate to buying or selling though. I don't understand how you can lose it and feel the need to post this thread in response to discussion over holdings... Seems a bit, extreme?
From my point of view, I like to hear peoples' opinions on the fund. Right or wrong.