The boards of directors of Hansa Investment Company and Ocean Wilsons Holdings have reached preliminary agreement on the key terms of a possible all-share combination of Hansa and Ocean Wilsons, under which Hansa would acquire the entire issued and to be issued share capital of Ocean Wilsons. Hansa has held a strategic stake in Ocean […]
Montanaro UK Smaller Companies has announced results covering the 12 month period that ended on 31 March 2025. Over the period, the NAV total return for the trust was -6.9%. That compares to -0.4% for the Numis Smaller Companies ex Investment Companies plus AIM Index or 2.3% for the same index but excluding AIM companies. […]
Polar Capital Global Financials says that, in its latest five-yearly tender offer, 132,912,988 shares were validly tendered or 43.83% of the shares in issue. That means that the trust is more than large enough to continue for at least another five years. Simon Cordery (chair of the company) commented: “Retaining close to 60% of the […]
In QuotedData’s morning briefing 17 June 2025: we see the return of the vowels at abrdn Equity Income, an investor presentation for Ecofin Global Utilities and Infrastructure, and confirmation that the bid for Harmony Energy Income is complete We also have: Did you see from yesterday?
Boards get proactive as discounts retreat and investors return Ahead of our 2025 Investment Trust Forum, I thought it might be worth looking at the state of the London-listed companies market. The message that I want to leave you with is that the outlook for the sector is pretty good. However, I am aware that […]
GCP Infrastructure’s interim figures for the six months ended 31 March 2025 show a fall in NAV of 5.3p. This was driven largely by a reassessment of the long-term availability of its anaerobic digestion portfolio (biomethane to grid anaerobic digestion projects and a waste wood power station), which took off 2.87p, and lower than forecast […]
In QuotedData’s morning briefing 12 June 2025: results from JZ Capital Partners We also have: Did you see from yesterday?
Fidelity China Special Situations has announced results covering the year ended 31 March 2025. Over that period, the NAV return was 31.5%, lagging the MSCI China Index which returned 37.5%. The share price return was 35.8%, helped by a narrowing of the discount from 10.5% to 7.2%. 30,841,184 shares (5.9% of the company) were bought […]
In QuotedData’s morning briefing 10 June 2025: VinaCapital Vietnam Opportunity makes a disposal, RM Infrastructure Income is having a tender offer, and Pantheon Infrastructure has a new director. We also have: Did you see yesterday?
Portfolio Update ICEYE demonstrates huge strategic growth and momentum across global markets ICEYE continued to expand its global presence and strengthen its position as a leader in Synthetic Aperture Radar (SAR) satellite technology. Developments during May 2025 underscore the company’s growing role in defence, national security and commercial Earth observation: · Japan: In Japan, ICEYE and IHI […]
