Blue Planet Share Discussion Threads

[hindsight] 21/7/2008 12:40

Hi all, would anybody be able to send me or outline on here, his comments in the Investment trusts article
Thankyou
H

[carterit] 21/7/2008 12:02

However,you can't deny he called it right - when he said the problems were worse than anyone could imagine (back in Mar 2007),and hopefully he is calling it right now,when he says that Banks are now oversold,and the interbank lending rate problems will be over and ddone with in the next 6 to 9 mths.

I don't recall anybody else at that time coiming anywhere near the gloomy forecasts that he was coming up with.

That being said,his funds still suffered as much as any typical banking share ie down 60%,but he is now gearing up,and hopefully we can continue to see some decent rises (already up approx 20-25% of its lows).

[joeycooper] 19/7/2008 12:34

Investment Trusts magazine has interesting article on Murray and his trusts.
However he says one thing but usually does the other!

[joeycooper] 02/6/2008 16:30

Whisper that Murray is trying to sellup

[powerdrill] 30/5/2008 20:09

This trust is doing so badly ... any comments on when if it will take off again?

[romi2nikki1] 07/3/2008 12:53

Know next to nothing about valuing banks, because historically have sought to exploit the discount on this Trust. However v impressed with Ursa site, a lot of assessments from major banks.

[goldlocks] 28/12/2007 18:32

"ken murray has been buying heavily. what did he see?"

... performance fees!

[rugrat2] 26/12/2007 18:04

Most banks in the portfolio will report year ends in January. He is clearly expecting good figures.

[rugrat2] 26/12/2007 18:04

Most banks in the portfolio will report year ends in January. He is clearly expecting good figures.

[watwungyi] 24/12/2007 18:48

ken murray has been buying heavily. what did he see?

[rugrat2] 22/12/2007 20:21

Discount has dropped dramatically compared with BPFU and BLP. Wish I had the free cash to get back in. Murray has spent around 190k since late October - the last time he bought in heavily in Jan06 the share price took off and gained about £1.20 in a couple of months before falling away. Could be an interesting New Year!

[watwungyi] 11/12/2007 18:08

surging strongly today.

[isa23] 11/12/2007 10:08

seems ready to take off.

[watwungyi] 10/12/2007 11:57

it is indeed hw. anyway i am in.

[hoggetwood] 03/12/2007 13:29

Discount about 30%. Nav seems to have broken out upwards (see trustnet). Seems a good time to get back in. I'd have thought sentiment will at some stage turn, and bpw will start to be regarded as hugely oversold. Not a ramp, but a request for a comment - for example about my naivety.

[hoggetwood] 30/11/2007 19:06

How things can change in a few months. But soon time to get back in? [Just an 'Anyone out there?' enquiry.]

[topvest] 14/6/2007 20:49

Seems to be moving forward again very strongly now.

[woracle] 21/5/2007 23:00

Last time was feb 2006. From 2002 to 2006, it averaged about 30% so historically, it doesn't surprise when its not doing that well.

[jhan66] 21/5/2007 18:02

20.7% discount. Can't remember when this one last went above 20%. wasn't it up to +5% at one time?

[jhan66] 04/5/2007 21:11

no nav growth this week, but if you remove the £9.6M cash from the equation, investment discount rises from 16.5% to 20%

[narindg] 24/4/2007 19:40

BACK IN AGAIN AT 1.79 BUT THE TRADE IS NOT SHOWN!

[markth] 24/4/2007 12:34

AH, I see it now, NMS only 500 :(

[markth] 24/4/2007 12:29

I call the bottom. In at 180p.

EDIT : Can't get any stock at the offer price, wah!

[jhan66] 23/4/2007 19:32

Bought in again, & happy after tonight's nav = 18% discount, the widest I've ever known it on BPW.

[matt123d] 13/4/2007 09:17

Looks as though it's turning back up, added this morning.