Blackrock Throgmorton Share Discussion Threads

[2float] 03/6/2012 08:45

Beart's definitely in trouble!!

[2float] 12/3/2012 08:09

Looks like one of the directors may be heading for a major scandal. Beart's spent the last 4 years making a pigs ear of MSS (Managed Support Services). Seems former owners, advisors and board may be gearing up to take a swipe at him. MSS BB worth a read.

[jonniered] 10/3/2012 12:17

Five years ago peaked at around 200p. This time last year peaked again at around 200p. Now breaking into the 190s, could be an interesting time ahead.

[chrisgail] 05/7/2011 21:36

NAV continues to rise and the shares continue to move sideways, sooner or later the shares will catch up and the Subs will out perform once more before their expiry.

[praipus] 20/12/2010 09:08

Who are the substantial share holders here?

[praipus] 20/12/2010 09:08

Who are the substantial share holders here?

[rampmeister] 20/12/2010 09:02

To paraphrase posting from Jackie Wilson on BPC thread - The Throgmorton Investment Trust run by Blackrock [Merrill] owns some BPC - from their monthly update 0n 16/12/2010:

"The main positive contributors to our outperformance during the month, relative to the Company's benchmark, were all in the resources space: Western Coal, Bahamas Petroleum and Cove Energy. Western Coal announced that it was in discussions with Walter Energy, a US listed coal producer, to be acquired. Its shares rose by more than 40% after the announcement. Bahamas Petroleum shares also rose strongly as coverage of this small oil exploration company increased. It has extensive acreage in the Bahamas, just north of oilfields in Cuban waters. Run by Alan Burns, the founder of Hardman Resources, which was sold to Tullow Oil, we see this as potentially a very exciting company."

Since this update BPC (which I also own) has increased by around 60% in value and up another 5% today. Let's hope that some of this uplift will eventually filter down into THRG share price

Following on from Chrisgail's latest post, it's interesting that since this bb started back in 2002 the discount to NAV has hardly changed at all.

RM

[chrisgail] 06/12/2010 18:49

Why this wonder trust is on such a large discount to Nett Asset Value is beyond me, assets 221p shares 172p 22% discount. If they can close this gap then the subscription shares will fly.

[chrisgail] 18/10/2010 08:53

Bluebay accept offer shares up 30% well done Throgmorton holders.

[washbrook] 16/2/2009 04:51

No more Debentures see annual report.
Blackrock fund managers should do well with this trust in the years ahead.

[washbrook] 16/2/2009 04:48

The directors are propsing a final dividend of 1.85p plus special dividend of 3p which gives a yearly total of 5.4p
Payment 1.5.09 xd 1.4.09

[washbrook] 16/2/2009 04:27

Now on a discount of 16.37% net yield of 3.028% Blackrock now the managers.

[das9] 26/2/2007 15:57

My theory is that THRG has a tech stock flavour. The trust did very well in 2004 and 2005, but was poor in 2006. It's now come alive again, mirroring the advance in tech stocks. For example, I remember reading last year that the FM held SDL and GYG both of which have performed strongly in recent weeks.

[hoggetwood] 24/2/2007 17:36

Anyone out there? THRG looks a good performer. Any views?

[washbrook] 15/10/2003 05:25

Good strong Portfolio.
Top 10 % held.Bottomed on 140.63p [29.1.03]to 216.45p [14.10.03]shares weighted by cap.
dwv/ntg/mwlm/gyd/fdl/gyg/head/pag/rdw/crst

[washbrook] 13/10/2003 09:41

9.10.03 discount to nav 19.402%

[washbrook] 07/10/2003 23:28

glentimon:
interesting web site.

SINCE my comment on 15.8.02 Throgmorton Trust then 68.5 now 82.25p +20%
FTSE on 15.8.02 4327.5 now 4272 -1.2825%

[glentimon] 17/9/2003 08:37

I've been using this stock as something of a market barometer in the last few months, and it now suggests loss of momentum, a possible ceiling, and time for something of a set-back, see: .
It is worth mentioning that anyone using arithmetic, rather than semi-log scaling would not see this warning breakdown through the trendline.

[washbrook] 15/8/2002 11:16

If you think the market over the next 5 or 10 years is due for an upwave then if you just want to sit back with no research then Throgmorton Trust is the one to buy all small companies.