Blackrock Com Share Discussion Threads

[badtime] 25/9/2014 19:21

Forgot it was ex div yesterday.....sp softening though along with miners etc

[aleman] 15/9/2014 15:41

BLACKROCK COMMODITIES INCOME INVESTMENT TRUST PLC

ANNOUNCEMENT OF QUARTERLY INTERIM DIVIDEND

15 September 2014

The Board of BlackRock Commodities Income Investment Trust plc is pleased to
announce that the third quarterly interim dividend in respect of the financial
year ending 30 November 2014 of 1.4875 pence per ordinary share has been
declared by the Directors, payable on 24 October 2014 to holders of ordinary
shares on the register at the close of business on 26 September 2014 (ex
dividend date is 24 September 2014).

[scottishfield] 20/8/2014 15:59

BRWM divi v good too

[tudes100] 20/8/2014 15:41

I hold both as well - BRCI less volatile than BRWM generally and has more exposure to the US (inc shale exposure).
I like BRWM though, managed by Evy Hambro, who's done a good job considering struggles of the whole sector in last few years. I'm trying to top up on decent dips with both but with BRWM its few and far between.

[skinny] 20/8/2014 14:36

Top 10 holdings BRWM

Rio Tinto plc Ordinary 10p 11.22%
BHP Billiton plc Ordinary US$0.50 10.60%
Glencore plc Ord USD0.01 9.91%
London Mining Royalty Frn Perp Usd 6.72%
Freeport-McMoRan Inc USD 6.46%
First Quantum Minerals Com NPV (CDI) 4.52%
Vale SA ADR 3.85%
Inmet Mng 144A 8.75% 3.31%
Sociedad Minera Cerro Verde SAA 2.47%
Antofagasta Holdings Ordinary 5p 2.34%

[neilyb675] 20/8/2014 14:12

I'd be interested to know which companies BRWM have in its portfolio. Just being lazy myself.

[affemoose] 20/8/2014 14:03

Thanks guys. Just can't see why the Divi here is so high compared to BRWM but need to do some homework!

[scottishfield] 20/8/2014 13:53

Worth holding both imo AffeMoose, I do. imo.

[neilyb675] 20/8/2014 13:23

AffeMoose

If you look at the top 10 holdings for BRCI, they are all heavy-weight companies, many of which I personally would find too expensive to buy a decent holding in. BRCI gives me access to these companies and offers a superb dividend (which I personally re-invest). As you can tell I really like this one.

BHP Billiton Global
BP Global
Canadian Oil Sands Global
Chevron Global
ConocoPhillips USA
Eni Europe
ExxonMobil Global
Freeport McMoran Copper & Gold Asia
Royal Dutch Shell Global
Statoil Europe

[affemoose] 20/8/2014 13:10

Hi all. Been hunting down a decent Investment Trust in the commodities sector and found this one. Could do with any views that you experts have on comparing this play with something like Blackrock World Mining Trust.

Are you happy with this trust? Are you in any others that you think may warrant attention etc etc?

Appreciate all help

Affe

[aleman] 13/8/2014 11:43

NAV needs to catch up a bit, although it has risen slightly recently as the £ has weakened of late and this looks set to continue a little more.

[scottishfield] 13/8/2014 11:13

mmm, good little rise today, all good + divi too

[scottishfield] 03/7/2014 09:10

all good. nice little alternative play, which i add to fm time to time.

[tudes100] 03/7/2014 09:07

another divi to come on 25th of the month as well

[badtime] 03/7/2014 08:53

this has nudged up nicely

[neilyb675] 13/5/2014 15:52

JEMI also up over the last few sessions

[neilyb675] 13/5/2014 15:46

yep, 114-116 not been this high for a while

[aleman] 13/5/2014 12:23

There seems to be commodities and emerging markets and related shares breaking out all over the place this week.

[neilyb675] 08/5/2014 16:19

very good share imo

[scottishfield] 08/5/2014 10:54

bought a few here, see hw we go etc, can add etc. perhaps a good time to add a few commod shares & divi is good.

[scottishfield] 07/5/2014 14:13

thank you.

[aleman] 07/5/2014 12:25

Last year was 5.95p. This year looks set to be 6p, near enough, so a yield of 5.35% at the current mid-price of 112.25p.