Blue Planet Investment Share Discussion Threads

[malcolmmm] 17/11/2005 19:15

yes thanks for that Jhan , they do look strong

[zapherz] 17/11/2005 12:59

Thanks Jhan, interesting. Should add a few pence to the NAV!

Kindest Regards

Z

[jhan66] 17/11/2005 09:08

MOSCOW, November 16 (RIA Novosti) - Sberbank, Russia's largest state-owned savings bank, will increase its net profit by 37.3% year-on-year to more than $2 billion in 2005 according to Russian Financial Reporting Standards, First Deputy Chairman at Sberbank, Alla Alyoshkina, said Wednesday.

Alyoshkina said the bank's assets would reach $88 billion by the year's end vs. $69 billion at the start of the year, while its capital base would be $8.5 billion vs. $6 billion. She added that the figures might change when the revaluation of assets was taken into account.

Return on equity is expected at 26.6% against 26.3% in 2004, with a 2.7% return on assets vs. last year's 2.5%.

The deputy chairman said Sberbank might also close deals to purchase banks in Kazakhstan and Ukraine before the end of the year, and split its shares to increase its capitalization in 2006


Thought this might be of interest.
Sberbank= 16.7% of BLP, also 14.6% of BPlan worldwide & 17.3% of BPlan growth.

[belize1970] 10/10/2005 14:37

Fund Manager's Review - BLP

In September our Net Asset Value rose by 10.5% to 123.78p and once again the Trust outperformed its benchmark which rose by 4.2%, by a very significant margin. The Trust's share price rose 17.4% over the month discount to net asset value stood at 20.8% at the end of the month.

Makes me wonder why I ever bother peeing around with Lloyds Bank shares?

[belize1970] 04/10/2005 15:05

Top of the Pops today - it's just become the best performing Investment Trust in any sector on a one year view.

[rambutan2] 03/10/2005 16:44

just one point to note.

this is v heavily geared. so, it should be climbing much quicker than the mkt. but of course, it will drop much faster if/when the mkt goes down.

[belize1970] 03/10/2005 13:40

Poland and Russia reported to be 'hot sectors' this a.m. on CNBC - Both BPFU (37%)and BLP (38.7%) are heavily into both countries.

BPFU up 85p so far today. Which is nice ;-)

[jhan66] 30/9/2005 14:52

all three Blue Planet Trusts are flying. I bought BPW 2 weeks ago and it's up 25%.
Wanted to sell today but changed my mind when i saw this bold statement in the accounts-

Our share price rose 53.5% during the year to 87.5p. With a net asset value of 116.46p this equated to a discount to net asset value of 24.9%. We do not believe that this discount is justified given the quality of our portfolio, our past performance and our future prospects. Accordingly we believe our shares are undervalued and should be attractive to investors who like the financial sector and who want to buy into a quality, well managed portfolio at a discount.
Shareholders can view the Company's share price and other information about iton the websites of Blue Planet Investment Management (www.blueplanet.eu.com

(Sorry, I know its not BLP, but they're all pretty much the same investments)

[one for the money] 28/9/2005 12:10

MMM

Agreed - still further to rise.

cheers
John

[malcolmmm] 28/9/2005 11:52

NAV 121.06 now ,price is rising nicely but the discount to NAV is far to much.

[one for the money] 20/9/2005 12:19

MMM

Exactly. The good discount to NAV and the divi sells this to me.

Happy to hold in my ISA.

Cheers
john

[malcolmmm] 20/9/2005 12:11

A few experts are pedicting these could do well, the Nav is 120p so lots of scope for improvement, they pay a dividend, I am not selling untill they are 150p if they ever do get there, if sterling drops they could well do that...here's hoping.
I have 5000 of them bought on issue at £1

[jhan66] 22/8/2005 13:49

well to help things along, here's a bit of background on Svrbank.
They're 7% of BLP's holding, currently

The undisputed leader of the Russian banking industry with the market shares of 62% in deposits, 50% in retail lending, 32% in commercial lending, 29% in aggregate assets of the Russian banking sector.

The Bank of the Year 2004 in Russia (The Banker).

The largest bank in Central and Eastern Europe, the 1st on The Banker's Top 100 Banks from 27 transition countries and 152d on The Banker's Top 1000 Banks of the world.

Sovereign ratings from Fitch and the highest in Russia from Moody's.

[cottlet] 22/8/2005 10:15

We need some real news on this one. Anybody got any?

[malcolmmm] 08/8/2005 15:57

I have held these for years, they havent done very well intial launch was £1 but I think they will go on doing very well of late with the new management team

[jhan66] 08/8/2005 14:45

something like a week on, BLP -2% drift, BFPU +8% rerating.
so far so good.
Still watching BLP to get back in of course.

[jhan66] 04/8/2005 14:17

Made a 50% gain on BLP in 6 months. sold up @ 90.5 the other day & put the money into BPFU.
same market, similar holdings, wider NAV discount, far less share price growth, improved NMS. I'd like to think this was a good move. time will tell.

[uk013645] 02/8/2005 11:08

Up and up again !!

[belize1970] 22/7/2005 15:46

Had to pay 88p this afternoon for a top up - Once again though another deal through TD Waterhouse not showing up on the trades!

Also added some BFPU

[foster] 15/7/2005 18:27

rambutan - Agreed, it's a mystery. With the discounts so high, why wait until the likes of Laxey Partners start to take an interest before doing something about it?

[rambutan2] 13/7/2005 12:04

all of their trusts should surely be merged in one.
crazy that three of them all pretty much with the same holdings/remit.
would greatly cut costs and make a much more liquid and marketable vehicle.

[foster] 13/7/2005 11:42

IMO not as undervalued today as BPFU.