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THE FUTURE BECKONS



After many months of discussion, we've taken the plunge to invest in the future of technology.

The company we have chosen is RELX.

RELX is a multi media company that has excited the stock market . Its AI has been driving the shares from £24.80 last August to £33.50 a record high last month.  It has a market capitalization of £61.5bn and net assetts of £3.4bn. 

Recommended as a buy in the Times, we decided it was a safe company to start off our venture into this field. 

 

It operates through the following business segments: Scientific, Technical & Medical; Risk & Business Analytics; Legal; and Exhibitions. The Scientific, Technical & Medical segment is a global information analytics business that helps institutions and professionals advance healthcare, open science, and improve performance for the benefit of humanity.

The company was founded by Albert Edward Reed in 1894 and is headquartered in London, the United Kingdom.

China Dolls invested £2000 at an average price of 3462p on Thursday 22nd February - checking on the share price today, it has increased by 1% .

This is new ground for us - but it looks promising and is a solid company.


CORNISH METALS: To enable us to invest £2000 in RELX we made the decision to sell our holding in Cornish Metals. We've held this share since 2021. Initially it rose slightly, but over the past couple of years the price has been languishing around the 10p mark. Time to offload.



FEVERTREE:

Many new "mixer" companies have emerged since Fevertree revolutionised the taste of "tonic water". This has reflected in its share price which started at 172p in November 2014 - rose to 3723 by August 2018 and is now 1076 - still a good profit for those who stayed the course. The China Dolls have made a lot of money out of this share over the 10 years, taking some of our profit when it started its decline. But we held on to a small amount and are still showiing a profit of over 100% on our remaining investment. USA sales are on the rise, however the increase costs in glass and manufacturing are taking it toll.

We continue to hold.


SEGRO: This company is a UK Real Estate Investment Trust, and a leading owner, asset manager and developer of modern warehousing and industrial property .

Recently we read an article in the Times on Segro showing the UK's biggest landlords in 2014 - Segro was number 7 with a market capitalization of £2.61bn. But now in 2024 it is number 1 with a market capitalization of £10.3bn. We are only showing a small profit  of 2.5% on this share- but profit is profit! We will hang on.


HALMA: This company's product portfolio comprises fire detection systems, fire suppression, elevator safety systems, industrial access control, pressure management, therapeutic solutions, healthcare assessment, life sciences, optical analysis, water and environmental monitoring and gas detection systems.

We believe Halma’s safety companies will play a crucial role by providing technologies that safeguards new infrastructure.The China dolls have a lot invested in Halma, having added over the years since our initial purchase, it continues to perform giving us an overall paper profit of +21% at the time of writing.


SHELL:: We are disappointed with the performance of Shell since our purchase in 2023.

Despite strong quarterly results, its share price looks undervalued against its peers and it remains well positioned in the fossil and clean energy markets. 

Shell is a good, solid, company so we will hang on in there and hope for better times.


UNITE: One of our star shares which we have held for a very long time. It builds and manages high standard student accommodation in University towns and Cities across the UK. Again, we have added to our holding over the years and now have a substantial sum invested - we are sitting on a 35% profit at the moment.

The company have just announced another deal – a joint venture with Newcastle University for development of a 2000  bed student accommodation to be completed 2027

Holding on to this one!



DISCLAIMER

The China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.

The China Dolls is not in the business of offering any form of advice on investing or other financial matters.

The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.

Any use you may make said content is entirely your responsibility and The China Dolls will not be held liable for any losses you may incur as a result of using this blog to help you trade.








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