Added to YB: 2025-04-25
Pitch date: 2025-04-24
BSRT.L [neutral]
Baker Steel Resources Trust Ltd.
+39.13%
current return
Author Info
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Company Info
Baker Steel Resources Trust Ltd. is a fund of Baker Steel Capital Managers LLP.
Show full summary:
Vill you help me vith my rucksack? - Baker Steel Resources Trust Ltd.
BSRT.L (overview): Trading at 42% NAV discount; holds Futura (met coal) at 2x P/E generating £8.3m PAT annually, Cemos (cement) with £15m EBITDA by 2025, Bilboes gold royalty worth £33m but valued at £8.2m, and BlueMoon copper/PGMs. Combined could generate 60.8% yield while macro tailwinds support TUN (tungsten) upside potential.
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