Blackrock New A Share Discussion Threads

[gsands] 09/2/2009 17:31

This looks like an accident waiting to happen:

[mangal] 02/2/2009 16:17

I don't want to appear to be supporting brown et el & maybe he has got his figures wrong but I doubt it.
That ~5%pa rate(45% over 5 yrs) may not sound like much but it covers a wide range of industries & countries.
I expect quite a few Cos will grow at, not to be sniffed at, rate of 5% but others may well grow at rates of over 20%pa.

[praipus] 02/2/2009 12:21

Mangal posted this on the JDT thread


mangal - 2 Feb'09 - 12:16 - 50 of 50


Brown's remarks on "Building the global low carbon recovery" :
"
Globally, it is estimated that environmental industries - renewable and nuclear energy, waste management, pollution control, energy efficient products and so on - are worth $4 trillion and are forecast to grow by 45 per cent over the next eight years.

So I believe that, through these measures, we can engineer a technological transformation that will be one of this century's key drivers of economic growth.
"

[praipus] 22/1/2009 15:13

36% USD



21.6% EURO (Germany+Spain)



18% GBP = 11.2% UK Treasury fixed interest + 6.8% GBP equity exposure



4.2% Canada



3.4% South Africa



Most amazed with the Treasury position.

[praipus] 22/1/2009 10:37

Good point GSands but what chance is there of an interest rate rise in the UK?

[gsands] 22/1/2009 08:58

BRNE's NAV seems to be benefiting from the worsening GBP/USD. But should the GBP suddenly spring back, as the USD did recently, then this could have an adverse affect on NAV.

[gsands] 12/1/2009 12:04

If you are opposed to a third runway at Heathrow, then please sign this petition:

[gsands] 12/1/2009 08:42

I think after Friday's performance on Wall St that we will now be trading above NAV.

I don't like the look of the indice charts either.

So decided to cash in trading long positions here this morning.

[gsands] 12/1/2009 08:09

More:

"The government couldn't organise a windmill to spin in a gale," said Andrew Simms, head of the New Economics Foundation. "On one hand we have a recession, rising unemployment and the urgent need for an environmental make-over of the economy. On the other, we have the opportunity for massive growth and investment in renewable energy and conservation.

"But instead of creating confidence with clarity and predictable market conditions needed for the renewable sector to flourish, we get the opposite: timidity, confusion, intermittent and hopelessly inadequate investment. Instead of a green new deal, it looks more like a broken contract with the future."

[gsands] 12/1/2009 08:06

Pathetic:

FITs are up and running in almost 50 countries. Germany led the way in 1999 and has sparked a revolution in renewable industry. The German Renewable Energy Association (BEE) reported last week that the country - Europe's largest economy - produces 15.3% of its electricity and almost 10% of its total energy needs from renewables. In the process it saves more carbon dioxide than all its cars emit in a year and in 2008 saved the economy €17bn (£15bn) in imported energy and related costs.

Britain, by contrast, is almost the worst performer in Europe. It produces 5% of its electricity and less than 2% of its total energy from renewables.

[gsands] 11/1/2009 20:54

Who would have thought it:

[werock] 09/1/2009 18:06

This may be trading at premium soon.

[praipus] 09/1/2009 17:41

Larry Fink CEO of Blackrock

[gsands] 07/1/2009 17:20

Good point RD. Sector is showing good relative strength against the wider market.

That's how booms start...

[gsands] 06/1/2009 14:22

NAV at 48p now. Nice.

[r0cksteady] 06/1/2009 10:52

Such potential for BRNE in 2009. Next month will be particulary interesting with Obama taking office at the end of the month. A serious (and not just empty promises) stimulus package for renewable energy should see this rocket. I also have an interest in Vestas - this company is in such an incredible position to benefit from a focus on renewables - they are expanding rapidly, have a good footing in the Americas, Europe & Asia, combined with a fantastic product. Im well topped up around the 35-40 level in BRNE and am hoping for a good year. Fingers crossed.

[gsands] 05/1/2009 13:07

That was a nice top up opportunity this morning.

NAV must be well up after the performance on Wall St on Friday.