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  • DealorNoDeal
    replied
    MSTR seems to act like a leverage play on BTC. When BTC is bullish, it goes up more than BTC; when BTC is bearish, it goes down more than BTC.

    There has only been a correlation for about a year or so, since the company started loading up on BTC, so I'm not sure how reliable a proxy it will be going forward.

    https://coinmarketcap.com/currencies...k-ftx/mstr/btc

    Leave a comment:


  • DealorNoDeal
    replied
    Originally posted by Paralytic View Post
    MSTR current trading at $420 and BTC a little under $41K, which pretty much aligns with the table above!
    A while back, someone mentioned Argo Blockchain (ARB), listed on the LSE, for exposure to BTC. But it's share price has a poor correlation with BTC. MSTR seems like it could be a much better proxy.

    I'm not interested in long-term investing in crypto but I was going to do a bit of short-term trading with one of the BTC ETFs in my SIPP, until they barred them. I guess I could use MSTR instead, although I'd need to do a bit of research to see how close the correlation really is.

    Leave a comment:


  • Paralytic
    replied
    Originally posted by lecyclist View Post
    MSTR provides exposure to approximately .95 BTC per 100 shares and is purchasable via your SIPP (once you have completed a W-8BEN form on your SIPP platform). Currently trading at $550.05 per share, with analyst price targets as low as $360 from Citigroup yesterday, it could be considered a future buy if you are bullish on the prospects for crypto, and are comfortable mixing business value and BTC value.

    Here is a nice chart from the Reddit thread, that suggests valuations based on varying BTC prices. Note that currently BTC is $31000, which aligns with the current negative analyst consensus.


    Always interesting to look at past analysis and see how things have changed.

    MSTR current trading at $420 and BTC a little under $41K, which pretty much aligns with the table above!

    Leave a comment:


  • BlasterBates
    replied
    Originally posted by WTFH View Post

    I suspect some investors will be looking at ways of investing in Russia via cloaking. Follow JRM's money trail and see where his companies are putting their cash in the next month or so.
    Ignoring any moral implications, the biggest risk is that Putin freezes out all foreign investors (or maybe all except China, for example) In which case, get your Cayman Islands company to invest in a Seychelles company that works its way back via China to Russia.
    Gazprom and Lukoil seem to be the only shares still trading in Europe, but I suspect trading will probably cease by the end of the week. Russian ETF's are tradeable though and probably will remain so.
    Last edited by BlasterBates; 1 March 2022, 09:09.

    Leave a comment:


  • WTFH
    replied
    Originally posted by BlasterBates View Post
    I was rebalancing my portfolio due to the Russian crisis...
    I suspect some investors will be looking at ways of investing in Russia via cloaking. Follow JRM's money trail and see where his companies are putting their cash in the next month or so.
    Ignoring any moral implications, the biggest risk is that Putin freezes out all foreign investors (or maybe all except China, for example) In which case, get your Cayman Islands company to invest in a Seychelles company that works its way back via China to Russia.

    Leave a comment:


  • BlasterBates
    replied
    I was rebalancing my portfolio due to the Russian crisis, and came across this what looks like a gem:
    Lumen technologies

    https://www.fool.com/quote/nyse/lumn/

    It's been beaten down due to declining revenues but when you look closer it looks like a turn around. Basically a telecomms company shifting from copper to fibreglass. But it does look like that the infrastructure is largely in place for a big turn around in 2023.

    It's currently paying a 10% dividend.
    Last edited by BlasterBates; 1 March 2022, 08:32.

    Leave a comment:


  • CanPayButWouldRatherNot
    replied
    My plan was to cash out the post covid rally winnings and take those funds out and offset the mortgage for a bit ....and then by end march top up this years allowance and leave it as cash ...

    Leave a comment:


  • Fred Bloggs
    replied
    Originally posted by CanPayButWouldRatherNot View Post
    Regarding ISA payments ... now I am a bit bearish at the moment but with april on the horizon ... worried that I havent put in my full allowance ... just wondered if folks have put in a lump sum as cash to ensure that years allowance isnt lost ... but then sat on the cash in the account (with interactive investor)
    If you are asking can you do that? The answer is, yes you can. The cash will be in a stocks and shares ISA pending investment decisions. And that's just fine. Better to pay up the year's ISA allowance if you can.

    Leave a comment:


  • CanPayButWouldRatherNot
    replied
    Regarding ISA payments ... now I am a bit bearish at the moment but with april on the horizon ... worried that I havent put in my full allowance ... just wondered if folks have put in a lump sum as cash to ensure that years allowance isnt lost ... but then sat on the cash in the account (with interactive investor)

    Leave a comment:


  • Paralytic
    replied
    Originally posted by ladymuck View Post
    However, give it a couple of years and Richard Wilson will be out and then things will change.
    I don't believe it.

    Leave a comment:

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