Blackrock New A Share Discussion Threads

[biglosses] 14/10/2008 18:20

Am I correct in saying the fund managers have qualified for some performance fee due to performance of the share price!!

[watwungyi] 14/10/2008 14:23

everyone wants to buy at the lowest. but it's just impossible. so when this's gone so low like we saw recently, just top it up. for me this is a sort of 20-30 year investment. i set up a monthly saving plan with blackrock and top up whenever the market lows. my wife also has a pension with uss which is the largest investor here. i'm not concerned or worried about short term noises. they even creat opportunities. oil is going back to 150+ level soon. no one wants to sell oil at this price where dollar is increasingly useless. so bright future for alt energy.

[praipus] 10/10/2008 19:48

Blackrock's chairman on CNBC

Nobody Knows Where Bottom Is: Blackrock's Doll



Others say the bottom is in!

[a0148009] 09/10/2008 09:34

Let the bubble commence and enjoy the ride.

This is a well managed and diversified fund in alternative energy which has traded within 1-2% of the NAV until very recently and when the market settles down should do so again. The last two days have provided the opportunity to buy at a discount of 10-15% and I bought for long term portfolio. They traded at a discount after 9/11 when many of the investments and alternative energy were at an early stage. DYOR.

AO

[gsands] 06/10/2008 22:21

rainydays,

Interesting to hear some thoughts which mirror my own.

Green energy could be the next bubble - I agree, it has all the ingredients.

[gsands] 30/9/2008 13:12

If members of the general public knew how badly flawed and unsustainable the current banking system is, they might think twice before acting to save it.

I have started a new thread for people to learn and then comment about the reality of the global banking system:

[praipus] 16/9/2008 22:46

Thanks Gsands. Not uncommon for stocks to fall if currency is appreciating. Earnings, exports interest rates etc.

[gsands] 16/9/2008 17:46

Praipus,

Cable = USD vs GBP

As someone on this thread mentioned - the rise in the value of the dollar is enhancing the NAV of BRNE and hiding the dire performance of some of the constituents such as CLE and AMSC.

[praipus] 16/9/2008 15:12

From the VIX thread

"energyi - 16 Sep'08 - 15:02 - 300 of 300


Meantime, VIX and VXO are over 30- levels that are often associated with lows

VIX: 33.41 Change: +1.71
Open: 31.70 High: 33.68 Low: 31.70
Percent Change: +5.39%

VXO: 37.40 Change: +3.79
Open: 36.59 High: 36.84 Low: 36.59
Percent Change: +11.28%

/see: "

[praipus] 16/9/2008 12:55

lol probably aimed at the people shorting renewable energy stocks.

[praipus] 16/9/2008 11:25

Gsands "cable on the move"? Do you mean CW.L?

Also agree extreme caution required suspect a lot more downside and a lot more jobs to go yet. Unpleasant times. Theory also says that in a contracting economy Utilities should do well.

rainydays I've noticed Jupiter and Venus in the night sky to the south does that have any bearing on these volatile crash like times?

[gsands] 16/9/2008 10:44

I see AMSC and CLE are still falling steeply.
And with cable on the move, it's hard to determine the overall effect on NAV.
I'm staying out for the time being.

[gsands] 16/9/2008 10:42

Praipus,

Yes - but still need to see how many dividends are going to be cut/cancelled over the next 12 months as the economic situation worsens.

I have been buying plenty of MAY these last two days. Currently yields 9% and that's after they halved the divi to keep some cash in store for share buy backs or other shareholder enhancing measures.

BoE should start to reduce rates soon. I expect 3-3.5% by this time next year.

[praipus] 16/9/2008 10:34

Gsands FTSE ALL share is now yeilding more than the the 10 year gilt (T18) which is 4.75%, so time to buy....in theory.

[praipus] 04/9/2008 15:39

Thanks watwungyi I guess its typical of a new technology. But makes me think that REH's CETO technology (using wave energy) is much more likely to get universal acceptance.

[watwungyi] 04/9/2008 09:29

something we all should know.