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Today
QuotedData’s weekly news show 23rd June 2023 with Jonathan Hick from Triple Point Energy Transition

QuotedData’s weekly news show 5th July 2024

Thank you to everyone that listened in today on our YouTube channel. In this week’s show, Matthew Read covered the week’s top stories: 0:00 Introduction 2:09 Tritax Eurobox 9:28 Castelnau 13:01 Andrew McHattie 13:22 Major Rises Over the Last Month 15:28 Major Fallers Over the Last Month 15:58 Technology Leading the Way 16:53 Technology Trusts 12-Months 18:17 […]

Today
230106 GCL Dignity Plc

Castelnau Group jumps on Dignity announcement

Castelnau Group (CGL) is up more than 30% over the last five days thanks mostly to an announcement from portfolio company Dignity/Valderrama (which accounts for almost 80% of the trust), which was up 45.7% (with a NAV impact of 43.0%). The primary driver of this uplift is the reduction in net debt which has been […]

Today

QuotedData’s morning briefing 5 July 2024 – USF, CGI

In QuotedData’s morning briefing 5 July 2024: US Solar Fund (USF) provided an update for the first quarter ended 31 March 2024. The company saw a NAV total return of 0.9%. Portfolio performance was also down due to lower than expected solar irradiance. Overall generation was 130.6GWh, 11.6% below forecast. Canadian General Investments (CGI) provided […]

04 Jul 2024

Ground Rents Income Fund values slashed by leasehold reform

Ground Rents Income Fund has reported large valuations declines having released delayed full year results to September 2023 and updated to March 2024. Portfolio values fell 20.7% to £81.5m in the six months to 31 March 2024, having fallen 2.7% in the year to 30 September 2023. The decline included a negative valuation adjustment of […]

04 Jul 2024

NewRiver REIT boosts capital partnerships business with acquisition

NewRiver REIT has acquired an asset management business, boosting its capital partnerships business to £1.5bn across a portfolio of 21 shopping centres and 18 retail parks, with 13 different partners. The company has bought Ellandi Management Limited, an asset and development management business focused on UK retail and regeneration, for £5m. The Ellandi business brings […]

04 Jul 2024

Widening discount wipes out gains for Oryx shareholders

Oryx International Growth’s results for the 12 months ended 31 March 2024 show the trust generating an NAV uplift of 12.2%. However, the share price fell by 1.8% as the discount widened from 19.0% to 29.1%. There is no dividend. The manager notes that performance was driven by takeovers or offers for significant parts of […]

04 Jul 2024

QuotedData’s morning briefing 4 July 2024 – PCFT, ADIG, GRID

In QuotedData’s morning briefing 4 July 2024: Polar Capital Global Financials (PCFT) has published six-month numbers covering the period ended 31 May 2024. The trust beat its benchmark, returning 18.2% in NAV terms and 23.3% in share price terms versus 15.9% for the MSCI All Countries World Financials Index. [We covered many of the reasons […]

03 Jul 2024

QuotedData’s morning briefing 3 July 2024 – DORE, SYNC, HOME, BBOX

in QuotedData’s morning briefing 3 July 2024: Downing Renewables & Infrastructure (DORE) announced that Downing Hydro has pre-qualified its first hydropower plant site for participation in the Frequency Containment Reserve markets (FCR) in Sweden. The FCR markets serve to stabilise the Swedish grid. The initial site pre-qualified is the Gottne hydropower plant. The site is […]

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