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To provide shareholders with capital growth and income predominantly from a portfolio of mining and resource equities and of mining, resource and industrial fixed interest securities.
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What a couple of months does for this share...up 17%. Volatile but long term rewarding. Almost have to eat my words from last post. Maybe this is a share that one can go in and out of to make a quick profit too.
At today's sp, with reinvested divs over the last couple of years, I'm still down 21%. I'm naturally disappointed.
It's been promoted as one of the better quality IT's in this sector. I'm hoping for better things. It's all very well having a nice dividend yield, but it's no good if the sp steadily goes down!
In case you missed our webinar with CQS Natural Resources Growth and Income PLC (CYN), the recording can be found on our YouTube channel: https://www.youtube.com/watch?v=joADqed3s8g
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: https://www.sharesoc.org/events/sharesoc-webinar-with-cqs-natural-resources-growth-and-income-plc26-sep-2023/
Weighing this one up. Good entry point? 16% discount with decent yield at the present price. Good long term hold in my view.
The market decline amongst many of the energy stocks is weighing heavily in particular VET with exposure to both North America and sadly the UK windfall tax. I bought here today and will continue to add in the decline. The fund would benefit from adding I3 Energy into the mix.
Does anyone know what happened today at 3.47pm. I had 452 shares, with Ig, and stop loss of 200p. Prices were about 206 p and then suddenly they sold at 180p! Seconds later they were back above 200p. ?? Did anyone else get caught.?
One of thenbest commodity dividend funds out there
Business Section The Daily Telegraph today.
A discount of 14% makes the trust looked attractively valued. Buy
“Policy may be the salvation for China’s iron ore and base metal demand this year,” Vivek Dhar, commodities analyst at Commonwealth Bank of Australia, wrote in a note. “Policymakers are hoping for a soft landing, helping stabilize commodity demand in the property construction sector,” while infrastructure investment in the country is also expected to rise significantly this year, he added.
https://finance.yahoo.com/news/commodities-could-soar-40-investors-064145313.html
Hi all, Just published a video for CQS natural resources growth & income trust. It's an overview of the trust along with an update on various markets (battery metals, oil, gold etc), as well as the trust's strategy in each.
https://youtu.be/5dsOJq9sfUA
Bit of movement today - don't see any particular news, nothing more significant than general shortages of natural resources.
Discount around 20%. This has got to be good value now.
Bailed here a few months back and bought into BERI ... took 4p on BERI to get back in here just about evens before the rise .... NAV @ 118 is more like it ... onwards and upwards GLA
Looking like the July dividend will be at 1.88p ....
??
waited and waited then bought in then it immediately reversed as all stocks we buy, initially do. With a 20p discount to NAV it should be a good buy. BRWM will see us add to shortly as the sector will recover, sometime!!!
Especially with NAV approx 18% higher good yield low p/e
more than doubling our holding
Looks well worth adding to at this price
Rapidly becoming a disaster, this one. I hold BRCI & BRWM which, whilst not identical to CQS, are in a similar market, & whilst they're both sliding, neither of them are getting caned like this one. Wait until it goes ex-divi, & watch it go down like Divine Brown. Best chance of getting out of this one alive is if they just wind it up & realise the NAV.
Discount wider still :)
19% discount to NAV loaded up today.
I hope we have further to go, this has been a good share for me ian
Been a nice rise over the last few weeks, any holders with any views thanks in advance
Hi, the average discount for last 12 month has been 19% quoted on Morningstar website, this is starting to look value, waiting till end of jan or first few weeks of feb, may get sub 65p if market downturn realy gets going.