15 May2025
QuotedData’s Investment Companies Roundup – May 2025
15 May2025
QuotedData’s Real Estate Monthly Roundup – May 2025
15 May2025
QuotedData’s Economic and Political Monthly Roundup – May 2025
14 May2025
RIT Capital Partners – Riding out the tariff storm
14 May2025
RIT Capital Partners – Riding out the tariff storm
Merger and acquisition (M&A) activity has boosted rents, earnings and dividend growth at LondonMetric, as it delivers an impressive set of annual results. Net rental income increased 123% to £390.6m in the 12 months to 31 March 2025, with EPRA earnings up 120% to £268.0m (up 20.7% on a per share basis to 13.1p), following […]
Caledonia Investments has announced results for the 12 month period ended 31 March 2025. The NAV return for the year was 3.3% but, as the discount narrowed from 39% to 35%, the return to shareholders was 10.2%. The discount today is 30.2% [it could and should, in my view, continue to narrow]. The NAV return […]
Riverstone Energy’s board has been talking to its manager about the strategic direction of the company. They have agreed that it is time to wind-down the company – sell the assets and return the proceeds to shareholders. Shareholders will need to approve the idea. To get that done, the company will soon be publishing a […]
Karl Sternberg will succeed Jean Matterson as chairman of Capital Gearing Trust (CGT). Karl was a founding partner of institutional asset manager Oxford Investment Partners, which was acquired by Towers Watson in 2013. Prior to that, he held a number of positions at Morgan Grenfell/Deutsche Asset Management between 1992 and 2004 including chief investment officer […]
In QuotedData’s morning briefing 20 May 2025: We also have: Did you miss from yesterday?
JPMorgan Indian Investment Trust (JII) has announced a package of proposals aimed at tackling persistent underperformance and a stubborn share price discount, following the conclusion of its strategic review and shareholder consultation. JII’s board says it remains committed to the existing quality-growth investment strategy, led by managers Amit Mehta and Sandip Patodia, and has ruled […]
In QuotedData’s morning briefing 19 May 2025: We also have: Stories you may have missed from Friday
Primary Health Properties (PHP) has made a counter bid for Assura that values the company at £1.68bn. The shares and cash offer would see Assura shareholders receive 0.3769 new PHP shares and 12.5 pence in cash. This includes the already paid quarterly dividend of 0.84p (paid on 9 April 2025) and the quarterly dividend of […]
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