Blackrock New S Share Discussion Threads

[ukmassy] 19/3/2012 16:24

Wow, the piddliest buys! LOL!

19-Mar-1216:07:510.752,720Sell* 0.700.9520.40Trade Type:

19-Mar-1216:06:180.949,860Buy* 0.700.9592.68Trade Type:

19-Mar-1215:40:080.9026,258Buy* 0.650.90236.32Trade Type:

19-Mar-1215:16:090.892,000Buy* 0.650.9017.80Trade Type:

19-Mar-1215:14:280.702,000Sell* 0.650.9014.00Trade Type:

19-Mar-1214:48:410.8532,321Buy* 0.650.90274.73Trade Type:

19-Mar-1214:38:050.65101,249Sell* 0.600.85658.12Trade Type:

19-Mar-1214:25:270.7915,000Buy* 0.550.80118.50Trade Type:

19-Mar-1214:10:040.7533,333Buy* 0.550.80250.00Trade Type:

19-Mar-1213:38:530.6050,000Sell* 0.550.80300.00Trade Type:

19-Mar-1213:26:150.608,500Sell* 0.550.8051.00Trade Type:

19-Mar-1213:07:150.6050,000Sell* 0.550.80300.00Trade Type:

19-Mar-1213:05:340.742,000Buy* 0.550.8014.80Trade Type:
Correction

19-Mar-1213:00:470.7540,211Buy* 0.550.80301.58Trade Type:

19-Mar-1211:16:390.551,400Sell* 0.500.757.70

[ukmassy] 19/3/2012 16:10

Why is this going up?

[tomboyb] 19/3/2012 15:34

I did have a brief glance as to looking at the subscription shares - MMs were offering 15k online - 140 quid did'nt seem worth it -

[bones30] 19/3/2012 15:01

Anyone watching this one?

[energiser01] 13/2/2012 13:15

NAvback to around 40p.

dyor etc..

[energiser01] 18/1/2012 16:56

American Super Con on the move today +20% at present

dyor etc...

[energiser01] 10/1/2012 12:11

Someone dumped 600k of them so that's helped reduc eprice today.

You can buy inside the spread for around 0.6p at present. so no time value attributed and they have until Jul 2012 (50p exercise) or Aug 2014 for the share to get above 59p exercise. Given how quickly things can change, I have a few locked away, that may just come good.
The top ten or so invetments in no spcific order.

SSE.L SSE
BRNE.L BLACKROCK NEW ENE
AMSC American Supercon
ADM Archer-Daniels-Mi
GAM.MC GAMESA
ITRI Itron, Inc.
JMAT.L JOHNSON MATTHEY P
SSL Sasol Ltd. Americ
VWS.CO VESTAS WIND SYSTE
WCH.MU WACKER CHEMIE
JCI Johnson Controls,
NZYM-B.CO NOVOZYMES -B-
SU.PA SCHNEIDER ELECTRI
ITRI Itron, Inc.
PWR Quanta Services,
IBE1.DE IBERDROLA

NAV creeping up (slowly again).

data sheets for more info on the trust @ (only just updated for Nov - Blackrock very slow on that front...)



dyor etc...

[jojo_jo] 10/1/2012 11:19

Not invested, just interested.
Any idea what the underlying shares/warrants/investments are here?
The share price collapse is pretty catastrophic, but in line with a lot of energy stocks this year unfortunately.
Is there much chance of recovery, or are these heading for zero?
At what point do they shut up shop, and r=then what happens to shareholders?
Answers appreciated.
Thanks.

[biglosses] 05/1/2012 19:12

These and BRNE have been a real disaster. The guys running these Blackrock funds must be pretty clueless - I thought we were meant to be in the middle of an alternative energy revolution! I've stopped buying managed funds now as I don't believe the managers know any more than most PIs.

[andrbea] 05/1/2012 13:17

with higher energy prices, shouldn't this go back up?

[andrbea] 11/4/2011 12:01

up 21% on PLUS

[hectorp] 18/3/2011 19:19

clean capture coal is a great alternative technology fuel for me. Eg, look what they are going to do at Longannet.

[andrbea] 18/3/2011 16:36

on PLUS

4 BRNS.G Blackrock 3.00 50.00%

[andrbea] 15/2/2011 10:57

2-day riser

looks oversold to me, and a long expiry date (2013)

[double6] 18/10/2010 15:22

andr

whay such an interest in subscription stock ?

[kinbasket] 18/10/2010 08:35

Fishbourne

I understand your point but it depends on what value you attribute to the time in the warrants. At 2p they are clearly the wrong price with almost 4 years of time value attached. 4-5p is probably more realistic given the discount to NAV in the underlying and the recent performance of some of the holdings. It seems to me that there's been a steady drip of sellers cashing up and moving on over the last few months and BRNS is illiquid at best. I've been buying for months and have a stupidly huge position that I could never hope to shift through the market. I am pretty comfortable with that and expect to be able to shift/convert them for a stonking profit in 2013-14.

[andrbea] 18/10/2010 07:29

up 15%

(985 quid buy)

[fishbournetrader] 18/10/2010 07:26

As a holder,I really do not understand why the price of these is going up. Clearly someone is hoping for a big rise in the price of the underlying shares and possibly a reduction in the discount to NAV. BRNE has got to go up an awful long way to make BRNS a good buy.

[praipus] 14/10/2010 13:45

Thanks energiser I looked at the RNS and didnt read it correctly.

"Exercise prices

1 August 2010 to 31 July 2012 50 pence per share
1 August 2012 to 31 July 2014 59 pence per share "

[energiser01] 14/10/2010 12:43

50p now until 31/7/12 and then 59p untill 31/7/14.

hope that helps

dyor etc...

[praipus] 14/10/2010 09:27

31 October 2009 to 31 July 2010 46.00 pence per share

[praipus] 14/10/2010 09:08

What is the exercise price for this month?