Member Info for sunshinedesserts

Yep! that should do it!

#me too at GBP 9.10

Eh??! On that basis maybe i should sell down....

Questor article 30 May 2024:

"As we have previously noted, excluding cash and listed stocks, Caledonia’s shares value its private equity investments nearly 60% below their audited value. For such a steady, diversified fund that remains a massive bargain. Buy Caledonia"

https://citywire.com/investment-trust-insider/news/vote-for-this-global-bargain-with-a-manifesto-for-long-term-growth/a2443439?utm_medium=website&utm_source=citywire_it_insider&utm_campaign=list-page&utm_content=comment-analysis&utm_pos=9&utm_page=2

Https://citywire.com/investment-trust-insider/news/expert-view-diageo-crest-nicholson-mind-gym-flutter-greggs/a2444595?utm_medium=website&utm_source=citywire_it_insider&utm_campaign=home-content-list-1&utm_content=investment-trust-insider-latest-news-list&utm_pos=7

"Schroder manager Sue Noffke picked up a position in Diageo (DGE) after the valuation of the drinks giant sunk to a near-decade low.

Noffke added the Citywire Elite Companies AA-rated drinks firm, owner of Johnnie Walker and Guinness, to her £225m Schroder Income Growth (SCF) investment trust.

‘Over the past three years the shares have underperformed due to higher inflation and interest rates which created headwinds to sales growth and valuation,’ Noffke said.

‘[We] believe that the derating of the shares, which now trade at the lowest price earnings multiple in almost 10 years, has created an opportunity to initiate a modest position."

Added a smidgen last couple days at 25.60...

Slàinte Mhath

??

Took a little nibble at 992.00....see what transpires

More recent video FYI

https://www.edisongroup.com/research/train-puts-his-money-where-his-mouth-is/33591/#:~:text=Finsbury%20Growth%20%26%20Income%20Trust%20(FGT,'skin%20in%20the%20game'.

4Petersake

I got a few at 165.... :-). Been slowly accumulating since the last crypto cycle crash. Given there were no spot BTC ETFs then, this was my surrogate.

I also like the fact that it generates cash through its original analytic software - to reinvest in BTC - kind of a compounder.

@Roger65

Thats my bet...2k++ and although I intend to hodl, i may take a little profit at 2k, because there is bound to be fall back in BTC. Then hopefully can farm a few more MSTR.

Mind you MSTR raised over $1.3bn convertible bonds in last couple of weeks, to mop up more BTC ....so with continued demand from the fomo in the ETFs could mean more bunce for MSTR...and us

Don't miss it while you boil the kettle... :-)

MSTR SP not updating here - its US1546.00

72k...

You were right - 70k - briefly. A lot more to come I reckon, albeit pullbacks on the way

Nice pump for MicroStrategy. Hope you didnt miss it when you put the kettle on!

MSTR 9.66%

Sorry. My mistake - its 6.25 BTC to 3.125 BTC

Supposedly because after the Halving miners only get half the amount of BTC rewards for each block mined. 6.5BTC/block in 2020, down to 3.25 2024. So unless your mining rigs are extra energy efficient, your profitability is crushed. Hence why they are all trying to buy more and newer rigs (see RIOT) and why rumors abound that MARA will launch a bid for smaller miners

In my personal view, this bull hasnt even started yet.

We've not reached the Halving yet (forecast around early/mid-April), and typically past history (no guide to future haha) will peak around 18 months after Halving - so will be a while.

Per PlanB' trading rule (I have no intention of trading) would put the top around Sept/Oct 2025!

Personally I aim to HODL until it reaches Zero or $700,000 :-) (equivalent to gold), or as Jurrien Trimmer from Fidelity has it, $1bn! (A little rich IMO ;-))

https://medium.com/coinmonks/fidelity-predicts-1-billion-bitcoin-db635f226195

(This article refers to both Trimmer's and PlanB's model - so take a look).

And for sure this will be volatile along the way, but potentially that makes it good to trade too.

@ Roger65 Closed at $1334.01 4/3. Pre market 5/3 $1298.00. Then announces $600m convertible bond (to be invested in BTC).

https://www.microstrategy.com/press/microstrategy-announces-proposed-private-offering-of-600-million-of-convertible-senior-notes_03-04-2024

Always have a Plan B as they say, and PlanB Crypto (yes I know, he's just a YouTuber but he developed the Stock to Flow model and seems well regarded) has postulated a trading rule: buy BTC 6mths before Halving and sell 18mths after. Certainly interesting but DYOR

Check out his work on: https://planbtc.com/

https://www.youtube.com/watch?v=NqwS-autmoY

I have no affiliation whatsoever, just makes sense to me. And if you apply to MSTR....well who knows, only time will tell.

But so far (and this cycle's Bull run has only just begun) things are shaping up for MSTR.

Personally I intend to HODL this cycle (including my MSTR - but will take stock around Sept/Oct 2025 (Halving + 18 months). Been a BTC investor since 2018, and MSTR early 2021.

Heres hoping this works out like we all want.

GLA

Check out Simply Wall St here:

https://finance.yahoo.com/news/georges-bahjat-elhedery-bought-36-050133066.html

Im presuming this is kind of good news?

Thoughts??

Ok so opening SP forecast is $1168 with BTC at $65,148....January 2023 was $162. :-)

Couldnt agree more.

If they dont know themselves, and have to hire "advisers"....its time to pull the big yellow lever.....