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Share Name Share Symbol Market Type Share ISIN Share Description
Blackrock Energy And Resources Income Trust Plc LSE:BERI London Ordinary Share GB00B0N8MF98 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00 -0.99% 100.50 100.00 101.00 102.50 102.00 102.50 489,356 16:35:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 5.6 5.0 4.0 25.3 116

Blackrock Energy And Res... Share Discussion Threads

Showing 226 to 250 of 250 messages
Chat Pages: 10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
13/5/2021
13:22
And now kicking myself for not having taken a top slice off at 1.08-1.09 on Monday, the signal was BERI issuing stock at a premium. This is turning in to quite a correction, underlying commodity prices are easing but the miners are taking a bath.
marktime1231
11/5/2021
19:39
Surprised that BERI stepped down so far today, it has lost the recent premium gain over NAV at a stroke. Commodity prices are still soaring despite global markets taking a deep knock in every sector for reasons which are not easily explained. I suspect a strong bounce in big miners to follow and we will see BERI soon testing 110p again, although I suspect it will temporarily be regretting buying into the green transition when prices were peaky.
marktime1231
07/5/2021
17:17
I've been investing in BERI for a while and it's been discount to nav and around 70p average share price So it isn't usual. Can understand you wanting to sell out here. if you look back to after the crash and it spiked up gradually and then fell over the next decade. So I am hoping this cycle repeats. I won't be buying anymore over 100p however. I think it will hover around 95-110p range at times. Opportunity to buy still ahead I'm sure.I'd hope the 4p dividend increases, however I'm not convinced it will.
jfinvestments
07/5/2021
15:03
If you look at their history it is very unusual for them to trade above net asset value, especially 4-5% over. I’ve just sold mine at 108 with the view to buying them back around the £1 level. I might be premature, but thought it worth a shot. A share to keep your eye on is BRIG. Often a 10p spread which is pathetic, but they move around for no reason on a daily basis. If you can pick some up around the 175 level it might be worth a go. Decent yield , and they have a great portfolio at a silly discount. They also keep doing buybacks and have 1/3 of the shares in treasury. I think they are ripe for winding themselves up or a merger, both of which should give a decent return.
citytilidie
07/5/2021
12:19
Looking like a good run ahead for BERI.Could there be a return to 1.40/1.50 highs? Metals super cycle, inflation in raw material prices, over the £1 for the first time in a good while.
jfinvestments
04/5/2021
14:36
100p - what a stellar performance
mister md
20/4/2021
22:07
Ken, No you haven't imagined that switch. My folio has become substantially geared towards income generating stocks, where I can see upside value. It means I'm missing out on some continuing exuberance in more excitable situations, but the folio is up over 21% since January, which is fine going for me. Last year was considerably more, so I'm seeking to lock in gains. Yes, I have continued to read your excellent bargain thread, and well done in securing those dividends from an early stage.
brucie5
20/4/2021
09:07
Brucie. No I don’t hold these in preference to shares. Guess you weren’t following the BARG (for Bargains) threads on Mike Walters site when I was posting and buying them during the big dip in Spring last year? e.g I had held DGOC for a good while and added and posted at 59p and 67p. Dividend on that 59p top up is nearly 20%! Also bought and posted on Ferrexpo at £1.35 (£4 now) Evraz at ££2.10 and £2.31 and CAML at £1.52p in March and £1.38p in May. And also posted and bought CYN, BERI and BRWM for the Investment Trust portfolio on Mike’s site near the bottom too. I’m tempted by Wentworth as like Ferrexpo and Evraz it gets 99 on Stockopedia, but the share has done little this year,so just watching for now. Your portfolio must have had a real boost since your focus switch away from early stage type Companies to quality shares and Trusts in sectors that are doing well.....or have I imagined that switch?
kenmitch
19/4/2021
21:35
Ken, you hold these in preference to a discrete, selective folio of oil/gas shares? DGOC, WEN give a pretty good combined divi, skewed heavily of course, towards gas, which is the better part of the fossil energy sector. Combine it with BP. on a 5% divi and upwardly mobile chart - and also of course, a larger investor in hydrogen. At least that's the way I'm going!
brucie5
19/4/2021
21:26
Absolutely fine that you want to look at it differently.
marktime1231
19/4/2021
17:55
It doesn’t merit much discussion but I agree with carpingtris. Those of us who bought BREI at the bottom are getting a 10% yield. Sometimes shares investors bought end up paying an annual dividend of 100% and sometimes much more than that. An extreme example is Next. Anyone who bought Next at rock bottom 6p years ago was getting multiples of their buy price back in dividends ahead of Coronavirus. I always go for the yield on my buy price and not the yield at the current share price. E.g if the share halves after my buy and the 5% dividend is held then my yield is still 5% but it’s 10% for new buyers. Point taken that there are plenty of shares and Trusts paying bigger dividends than BREI at current prices, but imo so what. It’s what my dividend yield is that counts.
kenmitch
19/4/2021
17:01
Suppose it depends how you do the sums, but no! Getting 8% on the amount staked is not 8%. The yield is now 4.2%. I could sell all my BERI to buy EAT or SMIF or NCYT or SWEF or SHIP or GRID or RGL or ... and be getting 6% yield. So holding BERI means missing out unless there is growth out-performance or dividend progress on the way.
marktime1231
19/4/2021
14:22
Yes it might look a pedestrian DIVI to others but if your holding from ~50p then you are yielding ~8% are you not?
carpingtris
19/4/2021
12:27
Wondering what scope BERI have to start improving the dividend, which back in 2016 was a full 1.5p per quarter before being reset to the 1p of the last five years. At the moment the 1p quarterly dividend is well covered, there is a spare 0.7p in cash but I can't work out the rate-per-share at which it is receiving income. I suspect management are concentrating on rotating into green energy stocks and not so focussed on shareholder returns. It doesn't have to step straight up to 1.25p or 1.5p per quarter, a smaller index to 1.1p would be a signal of better things to come. Otherwise we are sitting on a terrific capital gain since the share price recovered from 50p to 95p, but yield of only 4.2% and shrinking is looking pedestrian. There is more gain to come if you believe the bullish outlook for copper but I am wondering if our money could be working harder to provide income, in EAT where there are also gains to be had or SMIF supplying a steady stream of monthly paydays, both yielding over 6%.
marktime1231
15/3/2021
14:00
The unaudited net asset values for BlackRock Energy and Resources Income Trust PLC at close of business on 12 March 2021 were: 95.97p Capital only 97.40p Including current year income
skinny
24/2/2021
09:18
The trouble with having 30% of your income from options (mostly covered calls, I believe) is that they crystallise when your shares go up. You make a profit and get cash back but lose your shares and income and have to repurchase income somewhere else. Also, future calls are likely to bring slightly less money in if shares have risen. The effect of markets moves on options have been good for capital but bad for income, which is not ideal in an income trust, though it does balance out a period when dividends are likely to be rising quite strongly. The end result is any dividend increase is likely to be fairly modest.
aleman
23/2/2021
21:43
I can't see that happening.
jfinvestments
23/2/2021
10:39
Any chance of a special dividend they will have a lot extra cash coming in.
csalvage
15/2/2021
09:55
Yes. Click on bottom link in header.
aleman
15/2/2021
09:49
Has the share price ever been higher than the Nav.
csalvage
09/2/2021
10:36
You'd have to go back 7 years to its former incarnation! Here's hoping.
skinny
09/2/2021
10:32
90p hit. I think there will be a return to £1 a share soon.
jfinvestments
04/2/2021
23:40
Final Results were issued after the market closed. Don't know why they never release results at 7am.Good results though.
gateside
01/2/2021
12:34
Silver rise is helping today. I feel this could go 90p plus in the short-medium term.
jfinvestments
18/1/2021
15:16
Got my dividend with ii
csalvage
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