Blackrock Smaller Share Discussion Threads

[its the oxman] 01/4/2020 14:57

Bought a few today 1027p. Will be tempted to buy more if it slips lower.

[malcolmmm] 19/3/2020 12:22

Seems an absolute bargain at these prices but will they go lower? I am watching and waiting, any thoughts?

[novision] 13/5/2019 13:42

decent call ;-)

[nimbo1] 09/1/2018 15:03

this should make another leg up soon imo. discount at 15% - should be c.8%

[henryatkin] 13/9/2017 15:06

Nice breakout to a new all time high. +32% year to date. Makes up for last year.

[scottishfield] 04/9/2017 16:08

Quiet board, good share

[henryatkin] 08/5/2017 10:32

Historically BRSC trades at around -10% to -14% discount to NAV. Currently -13%.

[killing_time] 05/5/2017 21:21

Goes Ex-Div on the 19/05/17. Dividend raised to 13p.

[nimbo1] 02/5/2017 11:09

With performance like this it should be trading on a sub 5% discount.

[nimbo1] 02/5/2017 11:08

Great final results with divi up another 20% this year. Nice.

[nimbo1] 11/4/2017 12:00

fantastic performance here of the underlying holdings. Nav growing well - another top 10 position JD sports released great results today. Discount to NAV should be under 10% IMO and I think BRSC will do more to maintain it at some point. Im not complaining though - buying such quality at 18% off is damn fine business.

[nimbo1] 05/4/2017 09:06

looks like a good time to buy more here given the re widening discount.

[biggest bill] 13/2/2017 11:21

I also hold thrg, asl and mtu. Mtu's discount looks especially ridiculous.

[nimbo1] 13/2/2017 11:14

Hi Bill, nice to know I have company. Agreed. A lot of them looking great especially if acquired a few weeks ago. BRSC, HOT and ASCI I hold. Any you would suggest I look into?

[biggest bill] 13/2/2017 10:56

I think small British companies look very good value at the moment. In addition, the investment trusts for them are trading at unusually big discounts.

[biggest bill] 13/2/2017 10:41

I'm here too. I am enjoying the recent rise.

[nimbo1] 13/2/2017 10:34

anyone else here?

[nimbo1] 10/1/2017 09:31

Trust performing well at the moment. Good value and growth play this.

[nimbo1] 20/12/2016 11:38

Started acquiring here 2 weeks ago at 20% discount. Too high for a trust with a decent track record. They estimate 50% of the income this trust receives is from abroad so a nice currency hedge there too.

[henryatkin] 03/4/2016 08:11

Georgeina Brittan - trust manager interview. TTp://citywire.co.uk/money/still-not-convinced-trusts-trump-funds-watch-this-video/a894630

[daz] 30/8/2014 19:58

Thanks Henry I had no idea Trustnet were so far out of date, that really is almost criminal for a website that purports to be a prime source of information on trusts. I'll bear that in mind for the future.

[henryatkin] 29/8/2014 13:17

Daz...Trustnet is still using Feb 14 holdings. The list above is the latest from Blackrock website. XAR has rightly been slashed.

[daz] 25/8/2014 14:38

Henry (or anyone), Looking at the portfolio breakdown for BlackRock Smaller Companies IT on Trustnet, there is a different list for the top ten holdings compared with your link above. This looks like the same investment trust but perhaps I'm not comparing exactly the same trust. Any help appreciated. Daz