Blue Planet Investment Share Discussion Threads

[malcolmmm] 04/4/2007 10:20

Time to top up?

[jimbox1] 22/2/2007 16:28

Here is an interesting article about Sberbank, which is 15.6% of BLP's portfolio. Sberbank's share price has risen since the fundraising was announced.

[jimbox1] 22/2/2007 16:14

Deadly, it's all a bit perverse, especially as SBER (I believe the largest investment for both funds) is up 4.5% today.

[deadly] 21/2/2007 12:34

BPW down 6% today for no apparent reason. That'll narrow the difference with BLP.

[jimbox1] 12/2/2007 16:42

mbarnard, I agree BLP looks good value compared with BPW. Indeed the discount to the NAV published today of 226.34p has widened to over 15%. That makes this a cheap way to gain exposure to Russian, Polish etc. banks.

[mbarnard] 12/2/2007 14:25

The Nav's for this share have just been announced. I make the discount 13.4.
What seems to be the matter with this share? A similar one of theirs is trading at a very high premium. I think there is plenty of mileage left in Europe at the moment
so is this a bargain or what?

[malcolmmm] 22/1/2007 23:33

May rise tomorrow......NAV 222.58

[jimbox1] 19/1/2007 12:44

Interesting to compare BLP and BPW. Each have very similar portfolios. BPW trading at a 15% premium to net asset value but BLP at a 9% discount to net asset value. These figures from Trustnet. Must be an arbitrage opportunity there.

[ben gunn] 16/1/2007 10:57

looking very good for 2007.

[zapherz] 03/1/2007 20:43

Looks like it held!

:)

Z

[jimbox1] 03/1/2007 11:41

Nice rise in the share price in the last couple of days. Still 10% below the last published net asset value - quite a wide discount, given that BLP is the 7th best performing investment trust over the last 12 months according to Trustnet.

[zapherz] 02/1/2007 21:18

At last a close for the day above the resistance, lets hope it can hold.

Best wishes for the new year.

Regards

Z

[foster] 31/12/2006 14:48

Make or break time?
Hopefully both, happy new year.

[malcolmmm] 29/12/2006 14:16

hmmmmmmmmmmm up up and away

[zapherz] 29/11/2006 23:04

I had a feeling that would happen!

But on the positive side, it's just formed a higher low, so we could be on for another attempt to break the top....

Z

[uk013645] 28/11/2006 13:30

spoke too soon

[zapherz] 17/11/2006 22:50

Hope this doesnt form a double top now!

Z

[foster] 14/11/2006 11:24

Nice to see NAV moving ahead strongly to a new all-time high.
Discount remains comfortable and share price is responding.

[foster] 31/10/2006 19:37

Similar volatility in BPW over the last five days.
There is often no logic behind Blue Planet's short term price movements. They can provide good trading opportunities, but do not rely on automatic stoploss orders.

[midasmonkey] 31/10/2006 12:03

Any thoughts on the drop today ?

[malcolmmm] 25/10/2006 13:53

Looks like these are on the up again, nice to see after disappointment after initial purchase, 6years ago at 100p , pretty volatile though

[royalt] 03/5/2006 12:50

Finally the uptrend resumes - i hope!

pity my timing was out by almost 2 months :(