Bluefield Solar has announced its end June NAV and it has risen from 139.1p to 139.7p. There are a lot of moving parts that drove this: Bluefield Solar has increased its discount rate by 0.75% to 8.0% and this took 4.9p per share off the NAV. Even though power prices have fallen, the fund was […]
NextEnergy Solar has published its end June 2023 NAV. The NAV has slipped to 109.3p from 114.3p over the second quarter of 2023. The most significant factor in this was a decision to increase the discount rate used to value NESF’s future cash flows by 0.75%, to reflect higher interest rates. The company has also […]
In QuotedData’s morning briefing 17 August 2023: In its final set of annual results (before it is absorbed by Asia Dragon), abrdn New Dawn (ABD) returned -6.8% in NAV terms for the 12 months ended 30 April 2023, and -7.3% in share price terms, both lagging the -5.2% return generated by the benchmark MSCI AC […]
The following rebuttal to yesterday’s announcement by the board of ThomasLloyd Energy Impact has been posted on the investment adviser’s website. The Investment Manager, together with ThomasLloyd Group Limited, refute the material inaccuracies and unsubstantiated allegations contained in the announcement made by the board of directors of ThomasLloyd Energy Impact Trust plc on 15 August […]
Oakley Capital Fund V, one of the funds that make up the portfolio of Oakley Capital Investments, has agreed to acquire Flemming Dental, Excent, and Artinorway Group in a carve-out from European Dental Group, a leading pan-European oral care and services provider. In combination, these will form one of the leading dental laboratories groups in […]
Capital & Regional (CAL) is a UK focused REIT with a portfolio of in-town community shopping centres. It is buying The Gyle Shopping Centre in Edinburgh for £40m. To fund that it is using existing funds, a new debt facility of £16m, and approximately £25m of gross proceeds that it expects from a fully underwritten […]
Baillie Gifford US Growth Trust has published results for the 12 months ended 31 May 2023. The share price and NAV returned -13.8% and -2.7% respectively. This compares with a total return of 4.7% for the S&P 500 Index. There is no dividend (no net income to pay one out of). Buyback abandoned The shares moved […]
In QuotedData’s morning briefing 10 August 2023: Derwent London (DLN) says that it has signed new leases totalling £7.0m since 30 June 2023. Activity includes Moelis & Company pre-letting c.50,000 sq ft at 25 Baker Street for a term of 15 years, with a tenant break option at year 10 – the commercial element of […]
Aquila European Renewables published its end June factsheet this morning and has announced a fall in its NAV from 110.1 cents at 31 March to 104.1 cents. The main drivers of this fall were beyond its control. Chief of them was a decline in the power price assumptions which is attributed to lower commodity prices […]
In the second of our QD views trailing our upcoming investment companies forum, James Carthew sets the scene for our ‘future of growth investing‘ panel. At the end of 2021, most growth-focused funds were sitting at or close to all-time highs, but the start of 2022 saw a savage rotation away from growth towards value. […]
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