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27 Sep 2022

QuotedData’s morning briefing 27 September 2022

In QuotedData’s morning briefing 27 September 2022: North American Income Trust (NAIT) beat its benchmark over the six months ended 31 July 2022, returning 5.5% in NAV terms to the Russell 1000 Value Index’s 4.9%. The discount narrowed and that meant the return to shareholders was 8.6%. A dividend of 5p (up from 3.8p last […]

26 Sep 2022

Riverstone Energy’s Hammerhead to list via SPAC

Riverstone Energy says that two of its portfolio companies, Hammerhead Resources Inc., a Calgary-based energy company, and Decarbonization Plus Acquisition Corporation IV (Nasdaq: DCRD, DCRDW, DCRDU), a special purpose acquisition company, have announced a business combination that values Hammerhead at an enterprise value of C$1.39bn, which is approximately 2.2x DCRD’s projected 2024 EBITDA for Hammerhead. […]

26 Sep 2022

Smooth sailing for Tufton

For the 12 months ended 30 June 2022, Tufton Oceanic Assets reported an NAV return of 32.5% and a profit of $107.3m, or $0.362 per share. It raised its dividend target from 7.5 cents to 8 cents. The manager thinks that this will be covered 1.8x up to the end of 2023. Containership and bulker […]

26 Sep 2022

QuotedData’s morning briefing 26 September 2022

In QuotedData’s morning briefing 26 September 2022 India Capital Growth (IGC) had a difficult start to 2022, underperforming the BSE Midcap total return index by 6.2% over the six months ended 30 June 2022. The trust returned -14.7% in NAV terms and -19.8% in share price terms (and that is after benefitting from a 4.3% […]

24 Sep 2022

Chrysalis holding Revolution Beauty auditor raises serious concerns

Revolution Beauty has announced that BDO LLP, its auditor, has written to the board and identified a number of serious concerns that have arisen during the course of its work on the FY22 audit regarding, amongst others, the group’s ability to provide sufficient and accurate audit evidence in respect of a number of key audit […]

23 Sep 2022

BB Biotech’s latest investment hints at broader strategy

Switzerland’s BB Biotech has opened a new investment position in Rivus Pharmaceuticals, a privately held US biotech developing a mitochondrial-based approach to obesity and cardio-metabolic disease. This was made as part of a $132m Series B financing that is notable for its size and the top-tier syndicate of healthcare specialist investors who have participated. The […]

23 Sep 2022

QuotedData’s weekly news show 23rd September 2022

Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: • Rate rises, recession • City of London versus Murray Income • Supermarket REIT/LXI This week’s interview was with Matthias Siller of […]

23 Sep 2022

QD view – supermarket sweep

Supermarket real estate has proved its worth during times of distress before – most recently during the pandemic – but can it do it again this time around as we enter a potential recession? Supermarket Income REIT (SUPR), the largest supermarket landlord in the UK, and LXI REIT are both nailing their colours firmly to […]

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