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Cash offer for BBGI - recommended. 20% uplift …
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Phil 2
Posted: 06 February 2025 07:36:48(UTC)
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Great for us holders, but in the long term bloody infuriating 😡

https://www.lse.co.uk/rn...gi-b7i93irec4ykv74.html

I nearly missed the RNS as theirs are usually so dull (!)
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11 users thanked Phil 2 for this post.
Johan De Silva on 06/02/2025(UTC), Peter61 on 06/02/2025(UTC), mdss68 on 06/02/2025(UTC), Helen L on 06/02/2025(UTC), Busy doing nothing on 06/02/2025(UTC), ALAN P on 06/02/2025(UTC), Mr GL on 06/02/2025(UTC), Sara G on 06/02/2025(UTC), SF100 on 06/02/2025(UTC), monkshood on 06/02/2025(UTC), Jon.Snow on 06/02/2025(UTC)
Johan De Silva
Posted: 06 February 2025 07:42:29(UTC)
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Or perhaps this is great news all round, because we can transfer these funds to INPP and and HICL. There are plenty of options. Arguably way too many options. I expect those two to also get a boost from this news?

It's not like we have no alternatives (e.g. The VC part of HVPE)

Forum members should act quickly based on BBGI's share price relative to the others ahead of this.
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3 users thanked Johan De Silva for this post.
Phil 2 on 06/02/2025(UTC), Mr GL on 06/02/2025(UTC), Guest on 06/02/2025(UTC)
LondonYank84
Posted: 06 February 2025 07:54:18(UTC)
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Impeccable timing, I swapped some BBGI for PINT yesterday given PINT has drifted lower…😂

I’ve been saying for a while - these price levels can’t persist indefinitely. They’ll edge back towards NAV through some combination of asset sales, buybacks or corporate activity. Overall, a strong endorsement for the value on offer and expect a positive read across for the others core funds.
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9 users thanked LondonYank84 for this post.
Phil 2 on 06/02/2025(UTC), Helen L on 06/02/2025(UTC), ALAN P on 06/02/2025(UTC), Big boy on 06/02/2025(UTC), Mr GL on 06/02/2025(UTC), Sara G on 06/02/2025(UTC), Guest on 06/02/2025(UTC), Blunt Instrument on 06/02/2025(UTC), dlp6666 on 07/02/2025(UTC)
Johan De Silva
Posted: 06 February 2025 08:07:55(UTC)
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Unlucky LY! Especially as you championed BBGi.

I am thinking of doing that now and spread the money around infra but I was not able to get a quote. I should be able to sell +18% at some point today I would have thought.

Reduction in investment options creates scarcity and that is good in this part of the market.
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3 users thanked Johan De Silva for this post.
Phil 2 on 06/02/2025(UTC), ALAN P on 06/02/2025(UTC), Sara G on 06/02/2025(UTC)
Peter61
Posted: 06 February 2025 08:18:08(UTC)
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Just sold mine @ 145.101p. Never thought I'd see a profit on any of the infra ITs

Pete
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6 users thanked Peter61 for this post.
Johan De Silva on 06/02/2025(UTC), Phil 2 on 06/02/2025(UTC), Anthony French on 06/02/2025(UTC), Busy doing nothing on 06/02/2025(UTC), Mr GL on 06/02/2025(UTC), M21er on 27/02/2025(UTC)
Phil 2
Posted: 06 February 2025 08:52:12(UTC)
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Peter61;333412 wrote:
Just sold mine @ 145.101p. Never thought I'd see a profit on any of the infra ITs

Pete


Snap 👍
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3 users thanked Phil 2 for this post.
Busy doing nothing on 06/02/2025(UTC), Mr GL on 06/02/2025(UTC), Peter61 on 06/02/2025(UTC)
Busy doing nothing
Posted: 06 February 2025 09:30:19(UTC)
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Just sold mine as well @ £1.4380
Bought BBGI on 16 Dec last year @ £1.2355 so a nice little profit.
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2 users thanked Busy doing nothing for this post.
Mr GL on 06/02/2025(UTC), Phil 2 on 06/02/2025(UTC)
Big boy
Posted: 06 February 2025 10:11:16(UTC)
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LondonYank84;333409 wrote:
Impeccable timing, I swapped some BBGI for PINT yesterday given PINT has drifted lower…😂

I’ve been saying for a while - these price levels can’t persist indefinitely. They’ll edge back towards NAV through some combination of asset sales, buybacks or corporate activity. Overall, a strong endorsement for the value on offer and expect a positive read across for the others core funds.



Well done..your skills and knowledge have clearly built up over the years.

Many Members could learn from keeping investing simple and don't try to be clever .....An excellent lesson for many...
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1 user thanked Big boy for this post.
Guest on 06/02/2025(UTC)
Raj K
Posted: 06 February 2025 11:03:27(UTC)
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Big boy;333434 wrote:
LondonYank84;333409 wrote:
Impeccable timing, I swapped some BBGI for PINT yesterday given PINT has drifted lower…😂

I’ve been saying for a while - these price levels can’t persist indefinitely. They’ll edge back towards NAV through some combination of asset sales, buybacks or corporate activity. Overall, a strong endorsement for the value on offer and expect a positive read across for the others core funds.



Well done..your skills and knowledge have clearly built up over the years.

Many Members could learn from keeping investing simple and don't try to be clever .....An excellent lesson for many...


From what i have seen LondonYank actually does look at what is going under the hood of the infrastructure trusts he posts about..... thats the difference....so yes members could learn from that. Buy a good quality discount not just any discount :)
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8 users thanked Raj K for this post.
Sara G on 06/02/2025(UTC), Guest on 06/02/2025(UTC), Shetland on 06/02/2025(UTC), Johan De Silva on 06/02/2025(UTC), The Slow Hare on 06/02/2025(UTC), Peter59 on 06/02/2025(UTC), Helen L on 07/02/2025(UTC), dlp6666 on 07/02/2025(UTC)
Phil 2
Posted: 06 February 2025 11:11:41(UTC)
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Raj K;333440 wrote:
Big boy;333434 wrote:
LondonYank84;333409 wrote:
Impeccable timing, I swapped some BBGI for PINT yesterday given PINT has drifted lower…😂

I’ve been saying for a while - these price levels can’t persist indefinitely. They’ll edge back towards NAV through some combination of asset sales, buybacks or corporate activity. Overall, a strong endorsement for the value on offer and expect a positive read across for the others core funds.



Well done..your skills and knowledge have clearly built up over the years.

Many Members could learn from keeping investing simple and don't try to be clever .....An excellent lesson for many...


From what i have seen LondonYank actually does look at what is going under the hood of the infrastructure trusts he posts about..... thats the difference....so yes members could learn from that. Buy a good quality discount not just any discount :)




Oh you bit ! Lose 100 BBGI shares for your weak impulsiveness.
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1 user thanked Phil 2 for this post.
Raj K on 06/02/2025(UTC)
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