Cqs Natural Resources Gr... Share Discussion Threads

[bitgold] 27/11/2024 12:04

I don't get it either. Even got a letter through my nominee asking me to vote in the coming AGM. Discount as of today is 1.5%, I see no value to be exploited here, unless it has a holding in some undiscovered gem that'd be otherwise hard to buy into.

[craigso] 27/11/2024 11:55

Saba is up to a 21.6% stake.

What's their play? The discount has already narrowed and the underlying shares aren't mega-cap liquid. (for squeezing out another 5-6% from a wind-down)

[riskvsreward] 19/11/2024 15:38

Buy gcl and gpm combined will almost replicate cyn, but at much cheaper price, and without paying stamp duty. All managed by the same managers.

[oshy92] 19/11/2024 15:26

Afternoon. Webinar tomorrow with Keith Watson and Robert Crayfourd, Managers of the CQS Natural Resources Growth & Income PLC. More info at:

www.fmp-tv.co.uk/2024/11/08/webinar-cqs-natural-resources-growth-income-20th-november-11-30am/

[bitgold] 08/11/2024 20:36

Agreed. I already have enough in GPM but I sold a lot of these. Got burnt before holding CYN as the discount narrowed.

[craigso] 08/11/2024 14:18

Lots of overlap between the precious metals holdings here and GPM. Yet this is now down to a 7% discount whilst GPM is still on 20%.

Time to rotate into GPM + something else I think...

[bitgold] 26/10/2024 09:06

Decent run-up and the chat here has no comments, as opposed to the sister trust GPM. Are other commodities going to join the party?

[riverman77] 30/1/2024 13:02

Looking good value again with discount now back to around 20%. Good way to get some diversified commodity exposure, including about 25% in precious metals last time I looked. Very good track record so not sure why on such a wide discount - most likely just too small and illiquid therefore off radar of the wealth managers.

[bitgold] 06/1/2024 14:59

I like this, especially when discount goes above 20%, but the annual fees seem to be rising is this due to what seems to be quite high portfolio churn when assessing historical holdings?

[sharesoc] 09/10/2023 15:11

In case you missed our webinar with CQS Natural Resources Growth and Income PLC ($CYN), the recording can be found on our YouTube channel:

[sharesoc] 17/9/2023 16:00

ShareSoc is hosting a webinar with CQS Natural Resources Growth and Income PLC (CYN) on 26/9/23, which may be of interest to current shareholders or potential investors. Robert Crayfourd and Keith Watson (Fund Managers) will present a full overview of CYN, its strategy, and the outlook of the company year. Register here: [...]

[spectoacc] 17/1/2023 15:51

Forecasts come & go, but CYN's discount is persistent (other than rare occasions when they get near to par.

Average discount of past 10 years must be 20% or so (currently c.16%, 1yr avg c.12%).

[papillon] 17/1/2023 15:46

The current share price is at a massive discount to NAV. Strange considering commodities are forecast to do well in 2023.

[brucie5] 13/5/2022 06:32

Fair enough.

[tonytyke2] 12/5/2022 10:15

Brucie5, I have added today on this 6% dip.

[brucie5] 12/5/2022 10:02

Still looks like a correction of overbought, rather than a reversal of the macro chart. I can't imagine the commodities basket they hold going out of fashion any time soon - unless we have global recession. But then we still have bottlenecks in supply, and huge demand for electrification.

[steeplejack] 28/4/2022 08:49

Daily Telegraph Questor CYN buy recommendation today

[tonytyke2] 27/4/2022 09:24

Trend continues today, BRWM up 2.4%, down here 1.8%. CYN 17% discounted to NAV.I notice a number of buys this morning showing in the red indicating sells. Just going to top up again.

[nimrod22] 26/4/2022 12:07

Released 11:53:00 26 April 2022
NET ASSET VALUE

BLACKROCK WORLD MINING TRUST PLC
LNFFPBEUZJBOSR6PW155

The unaudited net asset values for BlackRock World Mining Trust PLC at close of
business on 25 April 2022 were:

677.83p Capital only (undiluted)
695.01p Including current year income (undiluted) XD

[tonytyke2] 26/4/2022 11:20

Ok, BRWM up 4.4% today, here down 1.8% and looks like we are now around 16-17% discounted to NAV! Just going to add some more.

[nimrod22] 25/4/2022 12:17

"Stocks and commodities tumbled as China’s worsening Covid outbreak compounded fears sparked by faster Federal Reserve tightening"
Commodities share price have risen very high in recent months and were due a reset due to above issues and others. Defensive stocks such as Unilever are rising.

[jestercat2] 25/4/2022 11:46

Anyone know the reason for the cliff-like fall in the SP?

[tonytyke2] 22/4/2022 14:08

Ok, just topped up, still around 15% discount to NAV. Good luck all.

[brucie5] 19/4/2022 13:25

Jestercat219 Apr '22 - 13:19 - 377 of 377
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Re: Interesting You Tube video posted on LSE giving 5 minute pitch on CYN. Been thinking of taking profit here but will probably hang on for a while as still around a 15% discount to NAV. Interested in other long term holders views.
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I upped my position some weeks ago, and of course could almost hit myself from not buying even more of a position. CYN is surely in a sweet spot, while giving you the advantages of managing your risk for you across the range of commodities. There are not that many like it in ITs - BERI, maybe, but this has the larger discount. Can't of course advise beyond that!

[jestercat2] 19/4/2022 12:19

Re: Interesting You Tube video posted on LSE giving 5 minute pitch on CYN. Been thinking of taking profit here but will probably hang on for a while as still around a 15% discount to NAV. Interested in other long term holders views.

Here's the link: