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Share Name Share Symbol Market Type Share ISIN Share Description
Keystone Investment Trust Plc LSE:KIT London Ordinary Share GB00BK96BB68 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 339.00 338.00 340.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 5.5 4.9 7.4 45.7 210

Keystone Investment Share Discussion Threads

Showing 1 to 25 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
09/5/2020
08:54
Well we can now see that gold miners now represent some 15% of the portfolio; that's a pretty big bet on inflation, which I'm ok with. Not impressed with the trust being "underweight" pharmaceuticals: not just underweight, they're just about absent - no GSK and no AZN. It's not hindsight that says that by 31st March both companies should have a place in the portfolio. Both companies are safe bets, albeit a small doubt over GSK divi. Not impressed that there are no miners (excl. gold) in the portfolio, either. They went through massive cost cutting a few years ago and are big payers, with possibly better prospects than his oilies. Goldstone has some very strong convictions, and aside from very recent outperformance still has question marks over his strategy. Any thoughts?
poikka
02/5/2020
16:46
Just as well. BRWM has been steadily increasing its gold holdings to some 26% mow, I think, but then they are a mining IT...
poikka
02/5/2020
16:36
Interesting. The March factsheet shows 9% of the portfolio is now invested in 2 gold miners, Barrick and Newmont.
orinocor
01/5/2020
08:44
What's in a day, I've held these for 18 years :).
poikka
29/4/2020
15:44
the other big holdings are up 1%,2%,3%,4% so expect a NAV of over 300p tomorrow
orinocor
29/4/2020
15:40
Barclays, biggest holding in the portfolio at 4.8%, is up 12.5% today.
orinocor
28/4/2020
11:10
Some big movers in the larger portfolio holdings today Barclays +6.8% JD Sports +8% We could see NAV approaching 290p
orinocor
27/4/2020
10:56
Just a moment of irritation, orinocor. I agree, it is much better than PLI. I still maintain that the PLI board need a clear-out, starting with the Chairman; after all, the evidence of under-performing has been there for all to see for far too long.
poikka
23/4/2020
12:49
This is a lot better than PLI NAV 277.79p
orinocor
15/4/2020
14:06
This is not much better than PLI, if at all! Invesco need to be ditched. BoD - kick them out before you get kicked out.
poikka
09/4/2020
12:16
NAV per Ordinary share (unaudited) with Debt at Fair Value EXCLUDING undistributed current year revenue 267.17p INCLUDING current year revenue 268.71p The current share price is 229p - 235p
orinocor
08/4/2020
15:25
NAV per Ordinary share (unaudited) with Debt at Fair Value EXCLUDING undistributed current year revenue 263.44p INCLUDING current year revenue 264.99p This trust still trades on a big discount with the share price only 221.5p
orinocor
23/3/2020
16:19
in again at 167p strewth
orinocor
11/3/2020
14:08
Bought at 277 which is a discount of 10% to net asset value.
orinocor
23/12/2019
09:25
Worth a punt with share buy-backs on the cards, I'd say. Do I sniff an attempt by Invesco to keep management?
poikka
29/11/2019
13:07
So they're going to split into 5 to make KIT more attractive to retail investors. I could suggest a way to make it more attractive, but I guess that they know that.. It hasn't helped that they hold some 70 - odd investments; how can they possibly keep a track of so many, and still no miners other than gold.
poikka
21/11/2019
18:36
56p total dividend, so no change from last year.
poikka
13/9/2019
10:08
Still about 15% discount to NAV, unsurprisingly, and still attracting interest from across the pond.
poikka
18/5/2019
13:22
Noticed that they still don't have any exposure to the big miners, nor have they since I don't know when. If you're reading this, KIT, which I very much doubt (lol), can you please explain why, when RIO and BHP have done so much to cut costs, and when they both have been churning out massive pay-outs to shareholders, you don't hold any? No wonder KIT are trading at a big discount.
poikka
10/5/2019
08:44
What I meant was, keep cash for buying opportunities. I'm ok with 4 divis per year, but what we really need to see is better performance. As for Goldstone's thoughts on the effect of a no-deal Brexit, from what I've read, there'd be no "cliff-edge", nor any "crashing-out", although he didn't mention the latter, there'd be business as usual while all sides made real efforts to ensure trade continued with as little disruption as possible - ie. a deal.
poikka
27/11/2018
08:24
Yet another set of dire results. I suppose that it could be said that it provides a hedge to my own portfolio in that I hold only 6 of KIT's top 30, and they've got 11% gearing, ferryingoutloud! GET RID IF THE GEARING AND KEEP YOUR POWDER DRY FOR BUYING OPPORTUNITIES!! I've held these for decades, and I just hope that Goldylocks will do the business. So often the dogs of one year turn out to be the stars of the next. I keep hoping.
poikka
20/3/2017
19:47
!FOLLOWFEED New Manager James Goldstone takes charge
getscenic
13/10/2001
15:07
Some positive news today !!!
the blacker prince
12/10/2001
21:35
I second that, well done kit.
riggs
12/10/2001
21:05
In honour of tkitten tkitten has become very good at this game and his/her recommendations have been spot on, latest being Energis. Keep'm coming kitten !!!
the blacker prince
Chat Pages: 3  2  1
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