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 […]
In QuotedData’s morning briefing 5 June 2025: Lindsell Train has a new director, JPMorgan Emerging Markets is concerned about its discount, and Cobalt Holdings has pulled its IPO. We also have Did you see from yesterday?
Oakley Capital Investments Limited reports that the Oakley Capital Origin Fund II is investing in Infravadis, a tech-enabled platform focused on the >€25bn European underground infrastructure maintenance market. The investment marks the first step in a buy-and-build strategy to create a category leader in an essential and highly fragmented sector. The trust’s indirect contribution to […]
In the face of a persistent discount [common to all renewable energy companies], Foresight Environmental Infrastructure’s board has talked to advisers and evaluated a full range of strategic alternatives for the company, including a managed wind-down, a targeted divestment approach, the continuation of the current investment strategy, and potential mergers and acquisitions. The board’s decision […]
In QuotedData’s morning briefing 3 June 2025: Menhaden Resource Efficiency, abrdn Asia Focus, The Renewables Infrastructure Group, and Sirius Real Estate. we also have: did you see yesterday?
It was great this week to talk to three managers who are investing in UK small and medium-sized companies – if you missed it, you can watch the recording back here. Their message seems to be that portfolio companies are trading well, and coping with a macroeconomic environment that has at times been unhelpful, yet […]
Colbalt Holdings published its prospectus on 27 May 2025 – you can access it through its website here. It is aiming to raise $230m, after fees, it would use most of the net proceeds to buy about 6,000 tonnes of cobalt. RetailBook is running a conditional retail offer of new ordinary shares in Cobalt Holdings. […]
Capital Gearing Trust’s results for the 12 months ended 31 March 2025 show a NAV return of 4.1% and share price return of 3.6%, which compares to inflation over that period of 2.6%. The discount widened slightly from 2.4% to 2.8%. The focus of the trust is on long-term returns. Over five years, the NAV […]
RM Infrastructure Income has been in a managed wind-down process since 20 December 2023. On 25 September 2024, a successful tender offer returned c.£17.5m to shareholders at 88.59 pence per share (the NAV on 30 August 2024). This represented 16.6% of the issued share capital. Today, the trust is launching a tender offer of up […]
