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Share Name Share Symbol Market Type Share ISIN Share Description
Blue Planet Investment Trust Plc LSE:BLP London Ordinary Share GB0005327076 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 24.00 22.00 26.00 24.00 22.70 23.50 610 08:00:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.6 0.1 0.1 342.9 12

Blue Planet Investment Share Discussion Threads

Showing 276 to 298 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
06/9/2020
12:49
Im really liking all the comments about QE and negative interest rates in the annual report. Good Stuff!!
escapetohome
06/9/2020
12:32
Seems their Egyptian Bills have done well for them.
escapetohome
06/9/2020
12:19
Holding bonds of 10 % of the portfolio in Argentina and 8 % in Egypt. Guess it looks kind of clever. If i were the manager id look closer to home, and perhaps take a shot at some of the equity ‘old economy’ stocks. Imperial Tobacco must be yielding some 10% , probably yields as much as the bonds from Argentina, whose economy is going through a torrid time.
escapetohome
06/9/2020
11:01
Agreed, their performance has been totally rubbish. That being said, the macro analysis commentary is quite good.
topvest
06/9/2020
10:59
If debt is a worrying problem, that doesn't square with the trust holding almost two thirds in bonds. The consistent poor performance, high fee, and very high turnover (mostly bad timing and bad stock picking) don't inspire confidence in the manager's market view, although he may be right on occasions whether it is by chance or by good judgement.
riskvsreward
05/9/2020
20:04
‘Very worrying’ perhaps to distract from their very worrying performance maybe. Completely mistimed their big bet on oil. Perhaps not their fault. I might have a dabble here, but very much a punt.
escapetohome
05/9/2020
16:28
A very worrying and insightful investment manager report, presumably from Ken Murray. The clearest articulation that I have heard of the central bank initiated "ponzi-scheme" that is increasing the risk of the world financial system collapsing. I've not read a better articulated summary - pages 12 to 18 are best. hxxps://2862a025-bb94-41ba-90e8-6245c90eef96.filesusr.com/ugd/2dd9bc_a6de9ee03d5b4aa4b996fdfebda8411a.pdf
topvest
01/4/2020
23:30
Hope that you sold , just look at the price today, bid 23.60p and falling
malcolmmm
25/3/2020
01:20
@Malcolmm - Thanks for your post. I'm the mug who bought some of these 6 months ago at 41p because I thought the dividend yield and discount were attractive. It's just been downhill since then.
apollocreed1
24/3/2020
08:51
Bought these on launch at 100p years ago ,sold for a profit. A bad trust fund run for the ceo, directors and employees etc nice earner for them. They were supposed to change and diversify which they haven't.My 100p would be worth a third after all these years whilst in a bull market.Keep clear of this rotten under preforming trust fund imo.
malcolmmm
02/9/2018
12:54
Thanks topvest. I won't be investing but was interested to read the AR, albeit rather scary when they say: "We are in all probability heading for another financial crisis and banks having slightly stronger capital adequacy ratios is not going to prevent that. All that does is provide false comfort to those who cannot see the obvious. Bank’s equity bases are simply insufficient to withstand a major financial meltdown and they, like the bond insurers who purportedly had the necessary capital to guarantee the bonds they insured in the run up to 2008/09, will also be obliterated when it comes. Reckless monetary policy and too much spending and borrowing by governments caused the last financial crisis and they will cause the next one as well. Nothing whatsoever has been learnt by central bankers or politicians as to why the last financial crisis occurred or how to prevent it happening again. The proverbial canary has once again stopped singing and once again bankers and politicians are oblivious to the impending dangers. The world, both in the public and private sectors, is now so deep in debt that even what would be considered modest rises in interest rates in a historical context, of say 300 to 400 basis points, is likely to trigger defaults on a scale that will be difficult for the global banking system to withstand and with inflation, which is absolutely critical in determining interest rates, set to rise as a result of central banks past money printing and increasingly tight labour markets, particularly in the US and UK, interest rate rises of that magnitude are not only likely but highly probable. China, Italy, Greece, Portugal, Spain and Germany’s weak banking systems and the UK’s overly large one look particularly vulnerable. " This is worrying for me as I hold too many LLOY and BARC ords for comfort.
value hound
02/9/2018
12:34
Yes, always been the case here. It’s too small with too high costs. Also it buys and sells shares far too much exacerbating the cost issue. I only have a few and certainly wouldn’t buy any more.
topvest
02/9/2018
12:24
This lot come across as sensibly defensive and well-managed etc. BUT... the Chairman who owns over 28% of the shares is also the effective owner of the management co., so seems to be talking a huge chunk out of BLP in fees, witness: "Blue Planet Investment Management Ltd (BPIM) receives an annual fee of 1.50% per annum of the total assets of the Company which is paid monthly. Kenneth Murray is a Director of BPIM which is controlled by an Employee Trust for the benefit of the employees of that company. BPIM also provides administration and secretarial services to the Company at a fee of £196,000 per annum." So that seems to be £496.5k (based on latest gross assets of £33.1m) plus the £196k mentioned above, equivalent to a 3.3% yield on its own. Isn't this a little excessive?
value hound
21/1/2018
12:07
What's not to like here? probably Argentina bonds, Turkish bonds, 3.7% OCF. The discount ought to be at least double the current circa 9%, imho. (Although ocf looks cheap vs that of VinaCapital Vietnam Opps at 4.44%) Still, I estimate that there are significant headwinds / imponderables for this offering.
cordwainer
01/11/2017
10:15
Up about 30% over a year. Great going and fantastic yield to boot.
quepassa
06/7/2017
21:17
Very nice dividend this has been a really good performer for me.
rogerbridge
06/7/2017
08:22
Goes X-D today to the tune of 4.7p. Hence the expected share price fall. Pays 15th. Aug. ALL IMO. DYOR. QP
quepassa
30/6/2017
16:53
Major volumes in Blue Planet today on an otherwise thinly traded stock. Discount to NAV will be narrowed by increasing market interest. ALL IMO. DYOR. QP
quepassa
30/6/2017
14:34
Hi dear,E-mail me back on my box for a special reason Please write me back (giftherbert455@gmail.com) Regards
giftherbert455
30/6/2017
11:43
A truly astonishing increase in final dividend by a whopping 56.7%. Current yield now a jaw-dropping 10%. ALL IMO. DYOR. QP
quepassa
17/5/2017
13:09
Often underloved and overlooked but over a year this has been a STAR PERFORMER in Investment Trust land. We are talking about c60% uplift/increase in value over 12 months. - That's amazing outperformance. Thank you very much Blue Planet. The near 20% discount to NAV remains and looks increasingly unjustified. ALL IMO. DYOR. QP
quepassa
28/4/2017
09:15
Their large weighting of UK + European banks and financials will be currently stimulating portfolio valuations significantly. Good going. Large discount to NAV is unmerited even allowing for offshore structure. Yield great. Very good recent history of excellent stock picking. Up 50% in twelve months- Not many IT's can boast that. Overdue for a re-rating by the market. Wide Bid-offer spread detracts but fund performance makes that spread insignificant in the scheme of things. ALL IMO. DYOR. QP
quepassa
13/2/2017
19:18
They don't get the timing right most of the time, holding on to real losers for too long and getting rid of some good ones at wrong time. However, with a big leverage it is doing OK in a bull market as raising tide lifting all boats.
riskvsreward
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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