Schroder Oriental Income Share Discussion Threads

[essentialinvestor] 22/1/2020 13:37

SOI peaked around 264/5 yet again.


Might be available around 255/6?.

[essentialinvestor] 13/1/2020 14:18

I've sold out, luck to those holding.
Hopefully an opportunity to add lower down.

[essentialinvestor] 13/1/2020 08:50

Yes possible, but it's largely determined by NAV.

Some market weakness over the next month would not be a surprise.

I've never placed a spread bet.

[spangle93] 13/1/2020 08:49

I don't have a spread-betting mentality, but surely the share price pattern is roughly 2-3 month cycles of about 15-20p?

What do you bet against a late Jan spike around 265p and a drop back by end Feb to 250p?

[essentialinvestor] 02/1/2020 15:18

Added a few.

[essentialinvestor] 15/5/2019 14:53

Hopefully back over 2.50 with a fair wind.
GBP may continue to weaken in the run up to the EU elections.

[essentialinvestor] 14/5/2019 16:33

Added some at just over 2.43.

[essentialinvestor] 08/5/2019 15:24

Added some.

[essentialinvestor] 11/1/2019 09:29

Had a few this AM.

[spangle93] 03/8/2018 07:20

Not sure if anyone still sees this thread, but just a wee question in case there is anyone out there...

Is there a reason the share price cycles so markedly?

[marksp2011] 27/12/2015 10:53

C shares do not dilute issues. The cash paid for the shares is used to buy shares at NAV+a shaving on a specified date. The fact the NAV rose/fell is irrelevant unless you are looking at the NAV ex cash

[joy division still] 29/11/2015 17:13

Any views on this Asian divi payer? i'm looking at this v AAS (Aberdeen Asian Smaller Companies) or SST

[umitw] 07/1/2014 14:47

NAV is now 170p. Before dilution it went up to 205p!

[marksp2011] 01/12/2013 22:06

No they aren't
Thats the whole point of C shares

[umitw] 24/10/2013 14:34

Shares are diluted with the new share issue. NAV is now lower.

[praipus] 31/8/2013 09:56

Did anyone go for the C shares?

Q: Please could someone tell me the EPIC?

A: SOIC

Is this a big drop in NAV or part of the usual volatility?

[davidbh] 23/5/2013 06:39

OPEN OFFER OF C SHARES
Any views on this?
Offer Doc says existing ord. shares will be diluted - an incentive to buy?
Aim is to "reduce premium to NAV".

[clancrackan] 23/12/2009 08:48

Posted this on HMS Board yesterday :

It is difficult to forsee the outlook for 2010 never mind beyond but some possibilities spring to mind :

Probability of the ongoing seismic shift in economic power from the
"developed" economies to China/India/all Asia in particular.

Probability of ongoing economic crisis in "developed" countries burdened by massive debts at all levels, government and personal.

Many unhappy possibilities are open in "developed" countries,
inflation/devaluation, stagflation/devaluation, recession/devaluation.

So having prospered well in Hallin now gone and Government Bonds in 2008/9, I have added to cash (euros/dollars/Sing $/pounds) now 20% of my portfolio pending weaker markets for reinvestment,, continue with a 10 year long term hold of gold but am going into 2010 with a more cautious portfolio having added part of Hallin proceeds :

High Yielding Asian Investment Trusts for growth and income
HFEL 4.1% Div, SOI 4.7% Div, AAIF 3.6% Div.

Asian Investment Trusts for growth.
SST 1.5% Div, HPI 1.5% Div, PHI 1.3% Div.

Chinese Investment Trust for growth
JMC 1.1% Div,

Indian Investment Trust for growth
JII No Div,

Energy/Mining/Commodity Investment Trust for growth and Income
BRCI 4.6% Div,

UK Shares for dividend and growth
BP. 6% Div, GSK 4.6% Div, BLT 3.0%

UK shares for dividend and growth
NBI 3.1% Div, FSJ 3.3% Div, plus sundry AIM stocks.

Indian Energy stocks for growth
KSK No Div, GKO No Div, OPG No Div,

Sundry Overseas stocks.

UK/US Government bonds.
Sold out in 2009 except for a few added inflation linked.

Realise this portfolio will not suit many but it suits me.

A very Happy Christmas to all and a healthy & prosperous 2010 and beyond

[washbrook] 22/12/2009 09:50

CLICK TO ENLARGE

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BUT they have a lot of financils in their portfolio.

[clancrackan] 17/12/2009 21:49

Currently Schroders Oriental Income Fund yields 4.7% with a spread of investments across Asia.

[energyi] 07/7/2008 16:41

he best is yet to come

prospector2416/26/2008 3:26:15 PM | | 287 reads

eastmain news shud be out any day now! im getting VERY excited about Eleonore South drilling and implications for SOI (next door). ER up 11 cents at the moment - news pending.

sweeeeeeeeeet
== ==

2/
Possibly one of the largest finds in CDN history! I should look that up. I think there was a hit in BC a long time ago that was larger. What the geologist can do now is take the info they used to get that core site and redrill based on a range or 100m or so for confirmation. Although, in this case, there's certainly gold in them there hills.

Looks promising for both SOI and GOG

3/
Dios (Upinor and Opinica North )

Dios is set to drill 3 or 4 holes on UPINOR this coming week. SOI will fund ½ the program. The zone is characterized by continuous high radioactive counts per seconds (cps) measured on an almost continuous outcropping surface up to 36,000 cps over a 5 km strike length and a 200-600 meter width. Samples have graded up to 2.064% U3O8. The project is held in a 50-50 partnership. In addition, DOS may elect to move the drill over to OPINICA NORTH (20 km to the south) when done at Upinor and drill 1 or 2 holes there. Values up to .617% U3O8 have been returned from outcrop rock samples over an 800 m strike length on Opinica North. The eastern side of the zone is open several kilometres along strike and will have to be prospected. The Opinaca North property (685 claims totalling 340 sq. kilometres) is owned in partnership with Sirios. Dios may earn a 50% interest by investing $1.35 M over a 5 year period. Dios pays the full cost of drilling.

Everton (Dominic and Manuel)

Two drill holes for 270 meters were recently drilled at the Dominic showing on the Opinica Block B property. Also a four hole 419-meter drill program was completed at the Manuel showing area (12.01 g/t Au over 4.6 meters in channel sampling) on the Wildcat 5 property. Assay results from the drill program should be received this week. The Dominic showing is very close the the border of SOI's j/v with Golden Valley. The Manuel showing has great potential and its eastern strike likely continues across the SOI property. This appears to be EVR's best target and I'm expecting positive results from Manuel. Everton stock is very cheap now and will double on good news.

Eastmain (Eleonore South)

A first-phase drill program has been completed to test the JT Target area and a few priority targets elsewhere on the property. Sixteen drill holes were completed for a total of 3,129 metres. The drilling at Éléonore South has intersected altered and mineralized sediments in the JT Target area and elsewhere, confirming that the mine sequence extends onto the property. Assay results from the drill program should be received this week. The JT showing is less than 300 meters from the SOI/GZZ joint venture. The highest gold in soil anomalies are on the boundary. Good news from ER's drilling will prompt GZZ to seriously look at a drill program on their side of the border before the summer is over.

With those three pending programs/results coupled with the recent high grade (Jewelry-Box) gold found at Aquilon (SOI/GOG 50-50 joint venture) as well as a pending drill program at 100% owned SOI's Tilly property in August, Sirios is going to be in a position to triple in share price in the next 60 days. Should be a double this week if Eleonore South proves good results.