[ADVERT]
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% 27.00 25.00 29.00 27.00 27.00 27.00 7,500 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.6 0.1 0.1 385.7 13

Blue Planet Investment Share Discussion Threads

Showing 126 to 149 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
31/7/2007
12:16
just noticed this. Don't know what to make of it but I believe ERSTE is one of BLP's biggest holdings. Raiffeisen Bank Erste Bank has 'black book' to fend off hostile bid; but safe days over - CEO VIENNA (Thomson Financial) - The chief executive of Erste Bank AG Andreas Treichl said the bank has had a contingency plan since 2002 of what to do in the case of an unfriendly takeover attempt. "We have a black book and we know what we would have to do if an offer were to come," Trelchl told journalists at a press conference in Vienna today. "The safe days are over and the climate (in Central and Eastern Europe) will become rougher," said Treichl, as fewer and fewer interesting banks are left on the market to buy. Treichl said core shareholders are vital as they present some "protection" against unwanted approaches, but said if a predator bank really wanted to, it would succeed. "Even Raiffeisen could be taken over, it all depends on the price," he said.
jhan66
28/7/2007
10:10
You gotta laugh really. Sods law, Murray goes all long, gears up, and is bullish and the markets start tanking. Owner or no owner, hes got egg on his face this year for sure with 2 bad timing decisions which has really affected performance. His luck has run out it seems.
woracle
25/7/2007
15:44
Kenneth Murray is beneficial owner of 3,966,818 shares representing 23.93% in the Company. That's about £6.7m in BLP. And then there's about another £5m in BPW. Can't blame him for being a bit cautious sometimes.
foster
18/7/2007
14:34
Woracle, I agree that the hedge fund investment is most unsatisfactory. This incestuous behaviour has not worked in favour of BLP investors. In fact, quite the reverse.
jimbox1
12/7/2007
21:27
Murray is all long again..spent all the cash and is gearing up now. Didnt take him long to go 100% bullish after all that fanfare about a correction ! But still unhappy he holds 13% in his hedge fund. I mean, its 12% down for the year and what the heck is it hedging anymore..nothing ! But Ken still collects fat fees in his hedge fund... so on principle I am staying out for now..
woracle
16/6/2007
12:25
I don't understand why Murray is concerned so much about US when he's not interested in investing in the US at all. The RTX (russian stocks index)was 2744 on January the 1st and is 2591 today. On the way there was a small rally from March (RTX 2400) to April (RTX 2700). But market timing is not about moving in and out of stocks every couple of months, but being on the right side when the big movements take place. Valuations of Russian stocks became attractive again. So far his timing was not that bad.
goldlocks
11/6/2007
19:56
Amusing..he started buying back in last month because his concerns about US economy abated to some degree. But last week market gets more concerns about the US economy..and theres a hiccup in the markets.. I bet he started buying back cause he missed the run from March to April and was looking like a real muppet ! Now he's started buying back, we will probably get the real correction once hes geared up again in October... Duh ! Market timing...mugs game.
woracle
10/6/2007
17:08
Woracle, I partly agree. Ken Murray is moving money in and partially back out of the hedge fund for no other obvious reasons than taking the fees. But I also noticed that Kenneth Murray is increasing his holdings in BLP as well as in BPW. So he must consider the shares as cheap. I do not expect a recession in US like KM does, but I think we must be alert for a correction. Especially the Financials sector is hit hard by raising intrest rates. Therefore I'm happy that I can buy BLP and its cash at a 25% discount. Hope he wont't screw things up by getting back into the market just before the next correction.
goldlocks
06/6/2007
09:20
Woracle, I entirely agree. If I want to be in cash, I can sell my shares. I bought BLP because I wanted exposure to European banks. BLP could at least use some cash to buy in shares to eliminate the discount or dividend the cash out to the shareholders.
jimbox1
05/6/2007
08:06
woracle, You may be right in what you say, but having said that these shares must be considered as very cheap. If you strip out the cash element the investments are at a discount of 35%.
dwsmithdhf
11/4/2007
20:31
not a boring share, are they
malcolmmm
10/4/2007
12:09
yes you were right, so far anyway, jhan66, it's usually a good time to buy a geared quality share like these when a few sales and general apprehenshion depress the price....never know though
malcolmmm
05/4/2007
20:52
£2.089 nav. think that makes my £1.67 cost price pretty safe
jhan66
04/4/2007
11:02
I thought so. but maybe I was too hasty yesterday. Hopefully the NAV will get released soon. If it holds up aboove £2 we're back to a big discount
jhan66
04/4/2007
10:20
Time to top up?
malcolmmm
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. http://www.iht.com/articles/2007/01/29/bloomberg/bxipo.php
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.
jimbox1
21/2/2007
12:34
BPW down 6% today for no apparent reason. That'll narrow the difference with BLP.
deadly
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.
jimbox1
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?
mbarnard
22/1/2007
23:33
May rise tomorrow......NAV 222.58
malcolmmm
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.
jimbox1
16/1/2007
10:57
looking very good for 2007.
ben gunn
03/1/2007
20:43
Looks like it held! :) Z
zapherz
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
ADVFN Advertorial
Your Recent History
LSE
BLP
Blue Plane..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210921 11:52:01