Utilico Investment Trust Share Discussion Threads

[oxford blue] 30/5/2006 13:39

Praipus: By annual report, are you referring to the one dated 13 September 2005 on the website?

Thanks

[praipus] 30/5/2006 11:40

BAA offer upped

[praipus] 24/5/2006 21:38

Taking a look at the underlying portfolio. JEL NAV circa nearly twice the share price, Ecofin share price at a discount to NAV, Simon Group port operators are being bought by foreign investors for significant multiples. BAA in takeover discussion or at least being persued. UEM in the BRIC emerging market area attracting a lot of investors money. ERG potential around the world...and so it goes on.

Highly recommend reading through the last annual report and checking the websites of the underlying which can be accessed from the utilico website

[oxford blue] 24/5/2006 20:51

Praipus: Could you explain you reasoning in detail, please?

[praipus] 04/4/2006 09:00

Yes one of the best run and managed split caps there is. IMHO. Do you have reservations? if so in what way?

[oxford blue] 03/4/2006 21:42

Thanks, Praipus.

Are you confident about UIL?

[Abuse team] 03/4/2006 20:49

Post removed by ADVFN

[oxford blue] 03/4/2006 20:04

What's diluted and ex/cum income, please?

[Abuse team] 20/3/2006 21:50

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[Abuse team] 20/3/2006 21:48

Post removed by ADVFN

[praipus] 20/3/2006 20:34

Rambutan2,

Gilts isnt a bad thing to beat if the market goes down and IMHO perhaps is a better treated as a reference more to safety than performance.

Youve mentioned the gilts before in your experience what do other IT's offer as a benchmark?

Regards

Praipus

[linhur] 13/3/2006 18:47

Ram,Oxford Blue

It is my interpretation of the change in holding as General Provincial Life has been the holder for Duncan Saville's stake.He has been retreating for some time from this trust but I have no doubt he still has a lot of influence through Ingot and I expect Charles Jillings takes his advice on Infratil or ERG.

OB
I agree interims are not that important for an investment trust as the information these days is out of date unless there is a change in strategy or alterations to the underlying structure.

I guess the spotlight has moved to the Emerging market Trust (UEM). I see there is a proposal to raise anothe £100mill through a C share offering. This is a good move as emerging markets are currently the hot label - however it is a bit to exotic for my taste.

kind regards
linhur

[oxford blue] 13/3/2006 08:36

So: what's the synopsis here? Is the UIL success stroy set to continue? I like the holdings, the mix and the geographical spread.

Tell us mmore about the interims and what you expect, lin. Are interims that important for an IT?

[rambutan2] 10/3/2006 23:33

linhur, is that what the rns is saying? it rather baffled me.

in any case, mr saville not having to do much to beat the gilts performance benchmark!

[linhur] 10/3/2006 14:55

Interesting announcement today on sale of just over half the managers interest to RBS. Looks as though Duncan Saville is retreating to more southern climes with £30mill loot plus whatever may come out of the remaining 24% stake. Good luck to him as he spotted the additional leverage from utility assets at an early stage.
It least would appear that RBS are unlikely to be a very short term holder.



kind regards
linhur

Topped up earlier in the week ahead of the interims

[purse] 24/2/2006 12:52

Interesting over the last few days the bid has ticked up by the odd 0.5p, and is now higher than the mid price.

[praipus] 21/2/2006 15:19

Intersting article in yesterdays FT entitled "Eon can see further consolidation" Wulf Bernotat CEO thinks europe will end up with only three energy companies Enel, EDF and Eon.

[praipus] 21/2/2006 15:19

Intersting article in yesterdays FT entitled "Eon can see further consolidation" Wulf Bernotat CEO thinks europe will end up with only three energy companies Enel, EDF and Eon.

[praipus] 12/1/2006 14:57

On one of the monthly reports it mentioned they had cash on deposit, had reduced debt and invested more in to ERG!

Not sure about ERG seems to be a bottomless pit.

However reducing debt and amassing a significant cash deposit prior to another shrewd investment is no bad thing.

20% return last year is not bad either being that the FTSE all share went up 18%.

[purse] 12/1/2006 14:28

The share price does not reflect what is happening elsewhere. It has been at 175 - 176 for weeks. Ecofin & others keep rising.