Your questions answered Vol 2 - IM Private Clients
Discussion
superlightr said:
To Clarify : has Meta now been added to PHT? Do the other existing holdings in PHT get diluted to give a weighting to the new stock?
A swap against Global Payments Inc according to the email I got yesterday. All happened at the start of the month which seems to have landed nicely as Meta has gone up just under 10% since then.
Steve H said:
superlightr said:
To Clarify : has Meta now been added to PHT? Do the other existing holdings in PHT get diluted to give a weighting to the new stock?
A swap against Global Payments Inc according to the email I got yesterday. All happened at the start of the month which seems to have landed nicely as Meta has gone up just under 10% since then.
LastPoster said:
If he opens his own account and initiate 'transfer from another provider' using the account details for the ISA which you have attached to your account, all will transfer as planned.
Did it last month
My son is in the same situ. I did ask coops and he said to complete the form to update his age details which i have done a few weeks ago. Can I ask if you mean he opens up his own "big boy" ISA with IM or with another provider and then do the transfer? Did it last month
I basically just want to withdraw the cash as its part of his uni funding for Sept.
Thanks for helping
JapanRed said:
I’ve got a friend who would like to invest with IM. I was telling him how good you are at the weekend 
It’s been a few years since I joined and don’t recall paying any charges or fees but may have changed now. Is there a minimum upfront or monthly investment? Or any charges to set up an account with yourselves?
One of my mates also wanted to invest. I told him there was a one-off fee of £1k for advice. He gave me the money and I advised him it was a good idea. Happy days!! It’s been a few years since I joined and don’t recall paying any charges or fees but may have changed now. Is there a minimum upfront or monthly investment? Or any charges to set up an account with yourselves?
Outbackhere said:
LastPoster said:
If he opens his own account and initiate 'transfer from another provider' using the account details for the ISA which you have attached to your account, all will transfer as planned.
Did it last month
My son is in the same situ. I did ask coops and he said to complete the form to update his age details which i have done a few weeks ago. Can I ask if you mean he opens up his own "big boy" ISA with IM or with another provider and then do the transfer? Did it last month
I basically just want to withdraw the cash as its part of his uni funding for Sept.
Thanks for helping
renmure said:
JapanRed said:
I’ve got a friend who would like to invest with IM. I was telling him how good you are at the weekend
It’s been a few years since I joined and don’t recall paying any charges or fees but may have changed now. Is there a minimum upfront or monthly investment? Or any charges to set up an account with yourselves?
One of my mates also wanted to invest. I told him there was a one-off fee of £1k for advice. He gave me the money and I advised him it was a good idea. Happy days!! It’s been a few years since I joined and don’t recall paying any charges or fees but may have changed now. Is there a minimum upfront or monthly investment? Or any charges to set up an account with yourselves?
Heads up for the IM team, in case you haven't seen it already....
https://www.pistonheads.com/gassing/topic.asp?h=0&...
https://www.pistonheads.com/gassing/topic.asp?h=0&...
Hi Consigliere
Many thanks, I have!
To give everyone the head's up, a financial adviser newspaper (Citywire) has picked up (3 months after the event) that IM had previously volunteered to enter into a asset restriction in light of claims being made against it regarding financial adviser introduced SIPPs.
It is in relation to Intelligent Money as a company and has nothing to do with Private Clients or your investments.
As said, it is actually 3 months old and IM is just about to make an announcement relating to this, either tomorrow or Friday.
Cheers
Julian
Many thanks, I have!
To give everyone the head's up, a financial adviser newspaper (Citywire) has picked up (3 months after the event) that IM had previously volunteered to enter into a asset restriction in light of claims being made against it regarding financial adviser introduced SIPPs.
It is in relation to Intelligent Money as a company and has nothing to do with Private Clients or your investments.
As said, it is actually 3 months old and IM is just about to make an announcement relating to this, either tomorrow or Friday.
Cheers
Julian
AdamIM said:
1,000 after hours. An incredible business.Very pleased for all investors. A synopsis tomorrow.
Synopsis awaited - thanks Adam! 
The big news of the day means that the (very probably) inevitable draws nearer. Would it be possible to have a few lines also on your view of the markets in the light of it? I'm kinda guessing that it's been expected for so long that any changes have been baked in long ago, so nothing to tell. But I'm probably wrong!
JulianPH said:
Hi Consigliere
Many thanks, I have!
To give everyone the head's up, a financial adviser newspaper (Citywire) has picked up (3 months after the event) that IM had previously volunteered to enter into a asset restriction in light of claims being made against it regarding financial adviser introduced SIPPs.
It is in relation to Intelligent Money as a company and has nothing to do with Private Clients or your investments.
As said, it is actually 3 months old and IM is just about to make an announcement relating to this, either tomorrow or Friday.
Cheers
Julian
If this all happened three months ago, why was no announcement made then?Many thanks, I have!
To give everyone the head's up, a financial adviser newspaper (Citywire) has picked up (3 months after the event) that IM had previously volunteered to enter into a asset restriction in light of claims being made against it regarding financial adviser introduced SIPPs.
It is in relation to Intelligent Money as a company and has nothing to do with Private Clients or your investments.
As said, it is actually 3 months old and IM is just about to make an announcement relating to this, either tomorrow or Friday.
Cheers
Julian
2Btoo said:
AdamIM said:
1,000 after hours. An incredible business.Very pleased for all investors. A synopsis tomorrow.
Synopsis awaited - thanks Adam! The big news of the day means that the (very probably) inevitable draws nearer. Would it be possible to have a few lines also on your view of the markets in the light of it? I'm kinda guessing that it's been expected for so long that any changes have been baked in long ago, so nothing to tell. But I'm probably wrong!
AdamIM said:
2Btoo said:
AdamIM said:
1,000 after hours. An incredible business.Very pleased for all investors. A synopsis tomorrow.
Synopsis awaited - thanks Adam! The big news of the day means that the (very probably) inevitable draws nearer. Would it be possible to have a few lines also on your view of the markets in the light of it? I'm kinda guessing that it's been expected for so long that any changes have been baked in long ago, so nothing to tell. But I'm probably wrong!
Rusty Old-Banger said:
AdamIM said:
2Btoo said:
AdamIM said:
1,000 after hours. An incredible business.Very pleased for all investors. A synopsis tomorrow.
Synopsis awaited - thanks Adam! The big news of the day means that the (very probably) inevitable draws nearer. Would it be possible to have a few lines also on your view of the markets in the light of it? I'm kinda guessing that it's been expected for so long that any changes have been baked in long ago, so nothing to tell. But I'm probably wrong!
The likelihood of a Labour Govt has been an almost certainty for some time now so I would speculate that markets in the UK would already have reacted and maybe they are at the level they are due to this change in Govt. Anyway back to Nvidia.
av185 said:
Wonder how the 7th June 10 to 1 stock split and increased dividend announcements will affect the share price?
Re the split, technically almost nil. More liquidity makes the stock more accessible. Plenty of investors can't or won't buy $1k stocks due to lack of funds and ignorance (it's 1k and msft is $400 therefore it's expensive mentality).The dividend- it's a token really. Many funds won't buy non dividend paying stocks.
Their net profit margin has scaled new heights. 58% is simply spectacular. MSFT comparative is 36% and Apple is 26%
Clearly over time this margin will revert to something closer to 50% but it sure is an indication of the demand/supply imbalance and total lack of competition. AMD and Intel are no where to be seen. We think this will continue to be the case indefinitely. When Nvidia is generating $24B in Data Centre revenue in 3 months(and growing significantly) and AMD hopes to deliver $4B in a year.
There is a lot to dive into from the call last night but the take away is clear. Every segment is experiencing super high growth, Blackwell is in full production. They are sold out through 2025. Blackwell-next rumoured to be called Rubin is ready for next year.
The company is on target in our opinion of circa $130B in this fiscal year ending jan 2025 with met income of around $72B. Listening to TSMC CEO CC Wei, they are adding capacity to conservatively grow supply CAGR 50% over 5 years which is an enormous ramp. What is fascinating is we actually think non DC revenue will be much bigger in the future. Robotics, ADAS, health and drug discover, Omniverse digital twins. software via Nvidia Enterprises.
Incredible company, incredible future in our opinion. They'll change the world and touch everything digital.
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