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Blackrock Com Share Discussion Threads
Showing 501 to 521 of 525 messages
|Ex-divi is March|
|Have I missed an XD, or is it finally trading at a discount?|
|Still not sure BRCI deserves to trade at par. There's plenty of others on similar yield, trading at large discounts. But perhaps I would say that, being no longer a holder.
(Their option-writing skills and resulting huge yield used to be a good argument for trading at NAV, though they were often even at a premium).
Ongoing charge 1.44% according to HL, which isn't particularly cheap.|
|RTZ is 5% of portfolio:
|Final Results - HTTP://www.investegate.co.uk/blackrock-com--brci-/prn/final-results/20170201163503P307A/
...Looking ahead for 2017, the Managers are optimistic. Although commodity prices could still be derailed by an economic recession in China, or a collapse of the OPEC deal, on balance there is a reasonable expectation that neither is likely to transpire. Overall, companies in the natural resources sector have stronger financial fundamentals than a year ago, and the sector seems well positioned to deliver for investors.
On the dividend:
...The Board’s current target is to declare quarterly dividends of at least 1.00 pence in the year to November 2017, making a total of at least 4.00 pence for the year as a whole. This target represents a yield of 4.8% based on the share price as at the close of business on 30 November 2016. The Board is prepared to use revenue reserves to meet this target if portfolio income alone is insufficient.1|
|Thank you :)|
|I still prefer CYN ;)
But well done holders.|
|Dividend could go up next year, great one for the pension pot.|
|84.92 excludes inc|
|Looking out for today's NAV & a possible (recent) high - thought yesterday's might have done it.|
|We tend to concentrate on oil but colder American weather has taken gas from $2.50 to $3.40, which I think is a 2-year high. Oil has edged over $55.
|Oil $54.24. FTSE Oil and Gas Index closed up 2.5%.|
|3p jump in NAV yesterday from oil/energy companies. Unfortunately, it only reversed the losses of the previous few days from miners.|
|FTSE Oil and Gas Index up another 2.2% this morning.
|Oil up more overnight to $52.50.|
|£ reversed and is now marginally up against the $ but oil has risen further, to $51.50, taking FTSE's oil and gas index to +4.1% on the day.|
|NAV should be benefitting from today's oil move - good job, as yesterday's was 80.7p, commod stocks down, & MMs got it at 81/85p.
(@Celeritas - you had me until "..Trading 12p over NAV"!).|
|Oil just jumped back over $50 as the £ fell a bit against the $.|
|I'd say it was a good balance.
I also like the 2 you mention.
Have a look at sqn, not the same sector but great yield paid monthly, trading 12p over NAV.|
|Nice yield, nice commod play, but far too big into oil - personally I prefer BRWM & CYN (though CYN's a specialist beast).
Point taken on RSPs but trades through today at both 81p and 84p. Refuse to buy back in here until I can get it once again at a discount.|
|Real spread is 82.25 to 83.5
If Trump runs through with his plan I expect commodities to run way higher in 2017, plus a nice near 5% divi here is always nice.|