Member Info for Run1

NAV 92p

Top 10% Portfolio companies performing well.

Political and environmental tailwinds and economic headwinds both persist pushing the business forward and pulling it back simultaneously. One thing is for sure - the tailwinds will remain after the headwinds are gone.

No new fund raise until conditions improve,.

Overall upbeat tone.

My BUY at 11.32am @9.15p showing as a red SELL on LSE here.

Well, I guess it would have been wise to follow Mark Bartlett's lead and have bought on Sept 22nd at 51p.

The executives may well have insights ....

Anyone have an indication of what's caused the high volume today and the price rise, 17% as of now?

Overall an upbeat RNS clearly signalling an improved performance ahead.

Being on TV doesn't make it a good investment.

£1,000,000 is 15% of 6 months' revenue (sales). Is this a surreptitious announcement, perhaps unintentional? Have I misinterpreted this?

Jam this afternoon! :-))

Let's hope that this is the start of the long plod up to NAV/share. It's reasonable to expect NAV to increase too with inflation easing, north of 80p in 12 months?

Well, you mentioned the two significant positives.

People selling today are not forward-looking but reactive, IMO.

Yes, and Spire Global, one of the public companies that SSIT invested in (NYSE), was up 12,50% yesterday which also bodes well. My guess is that this shows how sensitive the valuations are to forecasted interest rates.

Coincidentally, an RNS this morning!

It looks promising, however, I'd like to see how (just indication) all this activity and money flow impacts the value of the SSIT's investments.

Just added more at 27.4p to bring my average to 64p, I'm expecting this to be a 3-5 year investment and would be happy to get out at 100p so a 40% gain. Part of a well-diversified and hedged portfolio.

Discount to current NAV must be around 70%.

When interest rates ease surely we'll see a significant SP move up to close the gap to NAV but that would get us probably to 80p-ish, so a multi=bagger from 26p??

I've been invested here for a few years at an average of 103p and so nearly broke even a few weeks ago. Trades have almost shrivelled up, and all is quiet, again. Yes this is a "hidden gem" but what value has a gem if it's hidden? Thomas Grey wrote, in his An Elegy Written In a Country Church Yard, in the 1700's:

Full many a gem of purest ray serene,

The dark unfathom'd caves of ocean bear:

Full many a flow'r is born to blush unseen,

And waste its sweetness on the desert air.

Let the gem be seen please BOD!

A very sensible approach.

Casinos are for punters and fate guessers,

Is Tuffnells being in trouble good news for DX?

Desmond45, isn't the cash position supposed to dwindle as the previously raised cash is invested? Am I missing a trick?

That's the type of wild unfounded speculation that belongs on the BOOHOO chat board

Around 10%? Or more?