Baker Steel Resources : BSRT

Research History

• 17 Oct 2023

  QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023

  Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]

• 14 Sep 2023

  QuotedData’s Investment Companies Roundup – September 2023

  September 2023 Monthly roundup  |  Investment companies Kindly sponsored by abrdn  Winners and losers in August 2023 Share price total returns for investment companies were generally poor over August, with the best performing sector, Debt – Structured Finance, returning just 2.1%, with only a few sectors managing to eke out a positive total return. Funds […]

• 09 Feb 2023

  QuotedData’s Investment Companies Roundup – February 2023

  February 2023 Monthly roundup  |  Investment companies Winners and losers in January 2023 In a month where winners far outweighed losers, once again Chinese funds feature amongst the best-performing investment companies over the month, taking many of the top slots. China has barrelled ahead with the reopening of its economy following the lifting of COVID-related […]

• 06 Oct 2022

  QuotedData's Economic and Political Monthly Roundup October 2022

  Economic and Political Monthly Roundup Investment companies | Monthly | October 2022   A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to […]

• 07 May 2020

  QuotedData’s Economic Roundup – May 2020

  Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

• 07 Feb 2020

  QuotedData’s Investment Companies Roundup – February 2020

  Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide  New research  Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]

• 07 Oct 2019

  QuotedData’s economic roundup – October 2019

  Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]

• 08 May 2019

  QuotedData’s investment companies roundup – May 2019

  Investment Companies Roundup  New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – it was […]

• 08 May 2019

  QuotedData’s economic roundup – May 2019

  Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

• 22 Mar 2019

  QuotedData’s investment companies roundup – March 2019

  QuotedData’s investment companies roundup – March 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2019. Kindly sponsored by Baillie Gifford. JPMorgan Chinese, Fidelity China and Pacific Horizon benefited from a booming Chinese market in […]

• 16 Oct 2018

  Quarterly Investment Companies Roundup – Third Quarter 2018

  Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018.  This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]

• 12 Oct 2018

  QuotedData’s investment companies roundup – October 2018

  QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]

• 11 May 2018

  QuotedData's Economic round up – May 2018

  QuotedData’s economic round up – May 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 25 Apr 2018

  Quarterly investment companies roundup – First quarter 2018

  Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]

• 18 Apr 2018

  QuotedData's Economic round up – April 2018

  QuotedData’s economic round up – April 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

• 13 Mar 2018

  QuotedData's investment companies roundup - March 2018

  QuotedData investment companies roundup – March 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2018. Kindly sponsored by Baillie Gifford. Equity markets continued to run up in early February, supported by strong corporate earnings […]

• 07 Feb 2018

  QuotedData investment companies roundup – February 2018

  QuotedData investment companies roundup – February 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]

• 18 Jan 2018

  QuotedData - 2017 review of the year

  QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside:  US markets hit new highs despite three interest rate rises.  Perceived low/no growth areas such as Europe and Japan burst into life.  Asia’s technology stocks surged.  India’s […]

• 10 Jan 2018

  QuotedData investment companies roundup – January 2018

  QuotedData investment companies roundup – January 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]

• 19 Oct 2017

  Quarterly investment companies roundup – Third quarter 2017

  Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]

• 16 May 2017

  QuotedData investment companies roundup – May 2017

  QuotedData investment companies roundup: Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2017. Kindly sponsored by Baillie Gifford. Money in: The only new launch in April was EJF Investments, a £69m fund trying to take advantage of […]

• 13 Oct 2016

  QuotedData investment companies roundup – October 2016

  Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup

• 08 Dec 2014

  Commodities & Natural Resources

  Specialist Commodities and Natural Resources Please click on the link above for the first of what will be a regular series of articles focusing on a particular area of the investment companies market. This month the theme is the Specialist Commodities and Natural Resources sector.

News

• 01 Feb 2019

  Baker Steel Resources buys royalty in Queensland coal

  Baker Steel Resources buys royalty in Queensland coal – Baker Steel Resources Trust has bought a 0.75% gross revenue royalty over the future production of coal from the Wilton and Fairhill properties in Queensland, Australia for A$6 million. The deal includes the option to acquire an additional 0.25% for a further A$2 million (exercisable any time […]

• 19 Feb 2018

  Baker Steel Resources sells Prognoz Silver Mine

  Baker Steel Resources sells Prognoz Silver Mine – Baker Steel Resources Trust says that its largest investment, Polar Acquisition Limited has agreed to sell its 90% interest in Polar Silver Resources Limited to Polymetal International plc for US$72 million (to be satisfied in Polymetal shares). In January 2017, Polar sold a 10% stake in its subsidiary […]

• 03 Apr 2017

  Baker Steel Resources benefits from Polar buy-back

  Baker Steel Resources Trust Limited says its 64% owned investment Polar Acquisition Limited (PAL) has agreed to issue a new zero coupon US$4.75 million convertible loan to discretionary clients of Sprott Inc (a Toronto listed fund management company well known for its expertise in natural resources investment and its interest in silver). The ‎proceeds of the convertible […]

• 07 Feb 2017

  All trust sectors bar one made money in ’16

  UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here

• 07 Sep 2016

  Baker Steel Resources Trust increases stake in Nussir

  Baker Steel Resources Trust has announced that it has acquired a further 5.4% interest in Norwegian Copper company, Nussir ASA (Nussir), to add to the 9.8% of Nussir it already holds, for a consideration of £625k. The company says that the consideration has been satisfied through the issue to the vendors of 1,561,822 new ordinary […]

• 19 Aug 2016

  Baker Steel Resources hit by Black Pearl writedown

  Baker Steel Resources Trust says that, during the first six months of the year, the unaudited net asset value per share rose 15.7% to 38.8p in a recovering market for mining shares, with the Euromoney Global Mining 100 Index rising 58.9% in Sterling terms. The most significant factor in the recovery of the Euromoney Global […]

• 27 Apr 2016

  Baker Steel Resources is moving ahead with Prognoz acquisition

  Baker Steel Resources Trust has provided an update on its intention to increase its ownership in Polar Silver Resources Limited. Polar Silver Resources is the trust’s largest investment (25.8% of net assets as at 31 March 2016). It is a private limited company, incorporated in the British Virgin Islands, which owns 100% of ZAO Argentum. […]

• 22 Apr 2016

  Baker Steel Resources Trust makes up some ground against benchmark

  Baker Steel Resources Trust has published its results for 2015. The Euromoney Global Mining Index fell 39.3% in Sterling terms during the year and at 31 December 2015 was down 68.2% from the date of the Company’s first Net Asset Value (NAV) on 30 April 2010. By comparison, the Company’s NAV per share fell 25.4% […]

• 21 Apr 2016

  Top ten risers and fallers in March

  http://view.ceros.com/citywire/it-insider-april-2016/p/21 Investors appeared to have a greater appetite for risk during March, with trusts which have invested in Brazil, Latin America, and Russia all featuring in the top 10 risers.

• 18 Dec 2015

  Baker Steel calls meeting to approve Polar Silver purchase

  Baker Steel Resources Trust’s Board has announced that, following consultation with a number of the Company’s largest Shareholders, it is seeking approval from Shareholders for an amendment to the Company’s investment policy.  The amendment, if approved, will enable the Company to increase its existing investment in Polar Silver Resources Limited and/or any company within its […]

• 24 Aug 2015

  Baker Steel says Ivanhoe stake valued below cash

  Baker Steel Resources Trust reports a 4% fall in its net asset value for the six months ended 30 June 2015, much better than the 10.9% fall reported for the Euromoney Global Mining 100 Index. The report says the fall in NAV can largely be attributed to a 11.8% fall in the share price of […]

• 22 Jul 2015

  Discount trends, big names big prices

  http://www.moneyobserver.com/news/21-07-2015/discount-trends-big-names-big-prices Investment trusts with big name managers saw their share prices soar over the second quarter as investors sought out the best active management.    

• 15 May 2015

  New Look sale adds £15m to SVG

  SVG Capital has announced this morning that funds advised by Permira have signed a definitive agreement to sell New Look to Brait SA. The transaction values SVG Capital’s holding in New Look at £37 million, a £15 million uplift (8p per share) to the 31 January 2015 valuation of £22 million. New Look is a leading […]

• 15 Apr 2015

  Baker Steel hit hardest by iron ore price falls

  Over the year to the end of December 2015 Baker Steel Resources net asset value fell by 27.6% – somewhat more than comparative indices such as the Euromoney Global Mining 100 Index which fell by 15.4% and the FTSE Gold Mines Index which fell by 9.8% over the same period. The statement says that some of […]

• 24 Feb 2015

  Baker Steel makes significant progress on expansion plans

  At Baker Steel Resources Trust’s EGM held on Monday 23 February all the resolutions were passed. the issue price for shares available under the open offer was 36.2p and 3,368,488 new shares are being issued in response to that (the share price is still c10% below the 36.2p level so the low level of take up is maybe […]

• 27 Jan 2015

  Baker Steel unveils expansion plans

  Baker Steel Resources Trust has published more detail on its proposed expansion plans. Shareholders get to vote on elements of the proposed plans at an EGM being held on 23 February 2015. They will acquire a portfolio worth £18.6m and potentially buy a further £60.7m worth of investments – issuing new shares to pay for […]

• 27 Aug 2014

  Baker Steel Resources Trust reports underperformance in the first half of 2014

  BSRT : Baker Steel Resources Trust reports underperformance in the first half of 2014 Baker Steel Resources Trust‘s recent interims report a 14.5% fall in the trusts NAV (in sterling terms) during the first of 2014. This compares against a rise in the Euromoney Global Mining 100 Index of 1.2% (in sterling terms). The largest […]

• 25 Jun 2014

  Baker Steel Resources Trust : BSRT - acquisition

  Baker Steel Resources Trust has bought $2.5m of convertible loans to ZAO Argentum and 500 shares in Polar Silver Resources Limited for £ 1.32m. It is paying for this by issuing 2,259,357 new ordinary shares at 58.5p (equivalent to the latest NAV). Polar Silver is a holding company which holds 100% of ZAO Argentum, which in turn is the holder […]

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