Added to YB: 2026-01-27
Pitch date: 2026-01-24
BSRT.L [bullish]
Baker Steel Resources Trust Ltd.
+20.43%
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:
BSRT - December 2025 - 57.5% discount ex cash
BSRT.L: NAV up 17.7% to 136p in Dec '25, trading at 87p (36% discount). Futura coal +£4.6m, Cemos cement valued at £33.5m vs comparable LaFarge suggesting 60% upside. Post-period gains £6.6m from listed holdings. Stripping £71.7m cash/listed assets = 78.2% discount to underlying assets.
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