Blackrock World Mining Share Discussion Threads

[jong] 02/3/2021 12:32

FXPO - very cash generative and expect some good dividends and special dividends over the next year.

[spangle93] 23/2/2021 10:27

OK, maybe it was holding its breath and is now pausing

[spangle93] 23/2/2021 08:42

Straight through 600p without a pause for breath

[smcni1968] 18/2/2021 11:34

Is BWMT in the FTSE index?

[ec2] 18/2/2021 11:27

Have held these for years and can never recall them having to issue shares to control the premium as they are now. Last time they went to a premium it all ended in tears due to a bad investment into royalties that all went wrong and ended in them having to cut the div. This time round it all looks much more positive and I'd like to top up further but reluctant to at the current premium.

[crazycoops] 18/2/2021 11:22

That's why I particularly like BRWM (best of both worlds), although I wish BERI only had energy exposure rather than including miners.

[dartboard1] 18/2/2021 10:51

If gold starts moving back up this will get a second wind ... I kind of wish they held PMs separately from base metals (two separate listings) as they often move un-correlated ...

[poikka] 17/2/2021 12:41

And a spot of UK inflation won't do any harm if it spreads globally - just don't want too much of it.

[bionicdog] 17/2/2021 10:56

I'm getting a nosebleed.

[poikka] 17/2/2021 08:33

Brilliant results from BHP and RIO. Divis here are looking promising, too.

[poikka] 16/2/2021 16:33

Best keep an eye on inflation, invested in miners (and gold) would be a winner IF inflation takes off. Win win atm.

[joe say] 16/2/2021 08:47

Ditto - better safe than sorry after a good run

[sutherlh] 16/2/2021 08:43

Also took my money off the table and bought some mining stocks directly. So far have bought Rio, Bhp and Aal the bigger ones. Any ideas on further direct stock purchases? Thanks H

[madengland_] 15/2/2021 12:06

Crikey that's some premium to nav. My money currently off the table, had a great run after a few years wait. Can any of the seasoned BRWM watchers recall a time the premium was this much? Good to see at least that treasury shares are being sold

[arja] 08/2/2021 11:18

very wary I guess !

[arja] 08/2/2021 11:17

trading at a premium to NAV nowadays I see and a need to be ve

[davebowler] 01/2/2021 10:08

21% of GPM is in Silver.

[nerja] 01/2/2021 08:15

Thanks mate, I only think its just started, still a long way to go to 2010 area, the old 15 to 1 ratio with gold is not out of the question. It amazes me that even on bloomberg they don’t get how the contract situation with silver is so out of line with the actual amount of silver, it does not need much of the real stuff having to be delivered instead of the paper to really bring it down like a stack of cards and it’s making all my silver coins worth a lot more lol

[poikka] 01/2/2021 08:04

Well spotted, nerja - credit to you.

[poikka] 29/1/2021 17:48

Well BRWM don't have much of an interest in Silver - 0.3% - and I guess that's through Wheaton.

[davebowler] 29/1/2021 16:12

hTTps://finance.yahoo.com/news/wallstreetbets-fueling-rally-silver-stocks-042313106.html

[nerja] 29/1/2021 11:50

Poikka , they are really go for silver now, they only started on it yesterday, if they go for it like the GameStop play who knows where it will go, bought into phsp just in case.

[poikka] 29/1/2021 09:12

Add to scenario nr.2 - pressure on Taiwan will include sailing naval vessels in Taiwanese waters - "watcha gonna do about it". Why am I interested in what's happening in the FE? Because I'm an investor and take note of anything that might affect my holdings.

[poikka] 28/1/2021 18:37

Silver? Hasn't done much since July.