15 Jul2024
Caledonia Investments – Time, well invested
15 Jul2024
Caledonia Investments – Time, well invested
15 Jul2024
Caledonia Investments – Time, well invested
12 Jul2024
Interview with Kenneth MacKenzie from Target Fund Managers
10 Jul2024
QuotedData’s Investment Companies Quarterly Review – Second quarter of 2024
Gore Street Energy Storage’s results for the year ended 31 March 2024. Most of this was covered in its trading statement published on 21 May 2024. The year end NAV was 107p, down from 115.6p over the year. Adjustments for inflation and interest rates had an impact but the main influence on this was an […]
LMS Capital (LMS) has announced changes to the governance and financial structure of its investment in the Romanian oil and gas production company, Dacian Petroleum (Dacian), that led to a £1.3m fall in its NAV, equivalent to 3.1% of its most recently announced NAV as at 31 March 2024. This follows a challenging 2023 financial […]
In QuotedData’s morning briefing 15 July 2024: Brunner (BUT) has published its interim results for the six months ended 31 May 2024. BUT provided an NAV total return of 12.8% (with debt at fair value) underperforming its composite benchmark (70% FTSE World Index Ex UK and 30% FTSE All-Share Index with net dividends reinvested), which […]
Thank you to everyone that listened in today on our YouTube channel. In this week’s show, James Carthew covered the week’s top stories: Chrysalis (0:22) Schroder British Opportunities (0:39) Molten Ventures (0:51) Edinburgh Worldwide (1:05) Odyssean (6:08) Sirius Real Estate (9:25) This week’s interview was with Kenneth MacKenzie from Target Fund Managers – watch it again here.
Around half of the world’s population, some 4 billion people, will have the opportunity to go to the polls for national elections in 2024. For many, it’s the first chance to have a say since the COVID-19 pandemic and comes at a time when disaffection among voters has reached record highs. The consequences of this […]
A consortium formed of Hines and Grupo Lar has announced a voluntary cash tender offer to buy Lar España Real Estate – the Spanish shopping centre and retail park owner. The consideration offered to Lar España’s shareholders consists of €8.10 per share, paid in cash, which implies valuing Lar España’s share capital at €678m. The […]
Miton UK Microcap Trust ( MINI) has announced its annual results for the year ended 30 April 2024. The company reported a NAV total return of -12.9%, which was well behind the benchmark return of 7.2%. Shares fell 15% with the discount widening to 9.5%. Chairman, Ashe Windham, noted that almost all of the damage […]
Chrysalis Investments (CHRY) announced that portfolio company, Graphcore, has been acquired by Softbank. Chrysalis expects to receive cash proceeds of approximately $56.0 million; the company’s position in the capital structure of this investment led to a significantly better outcome than otherwise might have been the case. The expected pounds sterling proceeds of £43.8 million (assuming […]
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