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QuotedData’s morning briefing 5 September 2022

In QuotedData’s morning briefing 5 September 2022: Schiehallion (MNTN) has posted its interim results for the six months to 31 July 2022. During this time, the trust delivered a negative return of 17.6%. The managers said market price volatility has had an impact on the opportunities they have been seeing. Companies are reluctant to raise […]

QuotedData’s weekly news show 2nd 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, Jayna Rana covered the week’s top stories: SDCL Energy Efficiency Income Trian Investors 1 This week’s interview was with Tim Levene from Augmentum Fintech and Andrew McHattie from Investment Trust Newsletter – […]

Go nuclear and go large!

“Go nuclear and go large and go with Sizewell C”, the final words from Boris Johnson as prime minister, before he hands over the office to possibly Rishi Sunak or, more likely, Liz Truss, next week. It is not surprising that Johnson, known for his love of grandstanding while being simultaneously sketchy on the details, […]

Finally, a resolution to the Trian Investors 1 conundrum

Trian Investors 1 (TI1) has announced that, following consultation with major shareholders, it will compulsorily redeem no less than 95% of each shareholders’ holding by 30 June 2023 at the latest. It says that this redemption is to be satisfied by a distribution of the investment partnership’s underlying assets (including an in specie distribution of […]

QuotedData’s morning briefing 2 September 2022

In QuotedData’s morning briefing 2 September 2022: ICG Enterprise Trust (ICGT) has announced that it has made a US$20m commitment to Green Equity Investors IX, managed by Leonard Green & Partners (LGP). This is the first commitment by ICGT to a fund managed by LGP. Founded in 1989, LGP is a private equity investment manager […]

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SDCL Energy Efficiency Income looking to raise £100m

SDCL Energy Efficiency Income looking to raise £100m – SDCL Energy Efficiency Income (SEIT) has announced a proposed placing to raise around £100m through an issue of new ordinary shares at a price expected to be in the range of 113 pence to 117 pence per new ordinary share. In addition to the placing, SEIT […]

SDCL Energy acquires 50% stake in US energy portfolio for $110m
QuotedData’s morning briefing 1 September 2022

In QuotedData’s morning briefing 1 September 2022: London & Associated Properties (LAS) has posted its half-year report for the six months to 30 June 2022. During this time, the company increased its net assets by 17% to £34.2m and its shares now trade at 40.04p per share. LAS moved further away from traditional retail through […]

Oakley Capital invests in TICC platform, Phenna Group

Oakley Capital Investments Limited (OCI) has announced that Oakley Capital Fund V, in which it has a holding is investing in Phenna Group, which OCI describes as a leading platform in the testing, inspection, certification, and compliance (TICC) sector. It comments that TICC is a large, fragmented and growing market driven by favourable trends from […]

VH Global Sustainable Energy Opportunities acquires Brazilian hydro asset

VH Global Sustainable Energy Opportunities (GSEO) has announced that it has acquired the Mascarenhas Hydro Electric Facility in the state of Espírito Santo, Brazil. The 198MW run-of-river facility, which has been operational since 1974, is being acquired for a total consideration of BRL1,225m. This comprises BRL 800m on closing, subject to adjustments, with the remainder […]

Picton Property Income acquires mixed-use property in Cheltenham

Picton Property Income (PCTN) has announced that it has completed the freehold acquisition of 109-117 High Street, Cheltenham for £5.3m. The property, which is mixed-use, comprises 7,700 sq. ft of ground floor retail space with 11,450 sq. ft of office space over two upper floors. It is located in Cheltenham’s pedestrianised town centre, adjacent to John […]

QuotedData’s morning briefing 31 August 2022

In QuotedData’s morning briefing 31 August 2022: BBGI Global Infrastructure (BBGI) has published its interim results for the six months ended 30 June 2022. During the period, BBGI’s NAV increased by 6.5% and it provided a total shareholder return of 10.4%. BBGI says that its equity cash flows are positively linked to inflation resulting in […]

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Taylor Maritime announces all cash offer for Grindrod Shipping

Taylor Maritime Investments (TMI) has announced that, on 25 August 2022, it submitted a non-binding indicative offer proposal to the board of directors of Grindrod Shipping Holdings Limited (Grindrod – www.grinshipping.com) to acquire all of the Nasdaq and Johannesburg Stock Exchange listed company for cash. Under the proposals, TMI would acquire all of the issued […]

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QuotedData’s morning briefing 30 August 2022

In QuotedData’s morning briefing 30 August 2022: Digital 9 Infrastructure’s shares commence trading on the premium segment of the London Stock Exchange with effect from 8 am this morning. Octopus Renewables Infrastructure (ORIT) has announced that its investment manager will be presenting via the Investor Meet Company platform on Wednesday 7 September 2022 at 12pm […]

QuotedData’s weekly news show 26th August 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, Matthew Read covered the week’s top stories: Urban logistics REIT Rockwood Strategic Digital 9 Infrastructure This week’s interview was with Nick Brind of Polar Capital Global Financials Trust– watch it again here.

QuotedData’s morning briefing 26 August 2022

In QuotedData’s morning briefing 26 August 2022: Greencoat UK Wind (UKW) has completed the acquisition of a net 12.5% stake in Hornsea 1 offshore wind farm, as previously announced on 16 May 2022 (click here to read our coverage of the announcement). JZ Capital Partners (JZCP) has announced that, subject to the satisfaction of certain […]

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Oakley Capital invests in Affinitas Education

Oakley Capital Investments (OCI) has announced that Oakley Capital Fund IV, in which it has a stake, has invested in Affinitas Education (www.affinitasedu.com), a company established by education entrepreneur Victor Lundsten with the intention of building a new global K12 (kindergarten to 12th grade) schools group. OCI’s indirect contribution via Fund IV will be circa […]

Urban Logistics acquires five assets with significant value creation potential

Urban Logistics (SHED) has announced that it has acquired five assets, worth £90m with significant potential for further value creation through active asset management. The five properties have net initial yields (NIY) ranging from 4.2% to 6.5%, or 4.5% on a blended basis. Four of the properties are income-producing and one property is vacant. Brent […]

QuotedData’s morning briefing 25 August 2022

In QuotedData’s morning briefing 25 August 2022: Triple Point Social Housing REIT (SOHO) has announced that Fitch Ratings has affirmed its existing Investment Grade, long-term Issuer Default Rating (IDR) of ‘A-‘ with a stable outlook and a senior secured rating of ‘A’ for the Group’s existing loan notes. Click here to read the Fitch Rating Action Commentary in […]

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JPMorgan American’s Parton announces retirement while trust reports tough start to 2022

JPMorgan American’s Parton announces retirement while trust reports tough start to 2022 – JPMorgan American (JAM) has published its half-year report for the six months to 30th June, during which time it delivered an NAV return of -8.4% and a share price return of -11.2%, reflecting a small widening of the company’s discount to NAV. […]

QuotedData’s morning briefing 24 August 2022

In QuotedData’s morning briefing 24 August 2022: BlackRock World Mining (BRWM) has posted its interim results for the six months to 30th June. Over the period, the trust’s NAV fell by 1.7% while its share price rose by 1.8%. This compares with a 4.3% fall from its index. Net revenue earnings were 20.07p per share, […]

QuotedData’s morning briefing 23 August 2022

In QuotedData’s morning briefing 23 August 2022: Axiom European Financial Debt (AXI) has published its interim results for the six months ended 30 June 2022. During the period, AXI provided NAV and share price total returns of -7.27% and -6.28% respectively. Its chairman, William Scott, says that “the Company’s returns in the first half of […]

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Impact Healthcare REIT buys two new care homes

Impact Healthcare REIT buys two new care homes – Impact Healthcare REIT (IHR) has recently exchanged contracts to acquire two care homes in Kent for £14m plus acquisition costs. These purchases are with a new tenant, Belmont Healthcare. One home is a purpose-built, 120-bedroom property split over four units, each with 30 beds. It has […]

Impact Healthcare REIT
Circle Property sells Milton Keynes business park and progresses on sales in Birmingham and Staines

Circle Property sells Milton Keynes business park and progresses on sales in Birmingham and Staines – Circle Property (CRC) has exchanged contracts on the sale of Kents Hill Business Park in Milton Keynes comprising approximately 80,576 sq ft of office accommodation to Corum XL c/o Corum Asset Management, at a combined sale price of £17.23m, […]

QuotedData’s morning briefing 22 August 2022

In QuotedData’s morning briefing 22 August 2022: AEW UK REIT (AEWU) has sold 225 Bath Street, Glasgow for £9,300,000. Planning consent has been gained by new owners IQ for the demolition of the property and development of a 527-unit student accommodation scheme. The sale agreement required AEWU to negotiate with tenants to bring the asset […]

QuotedData’s weekly news show 19th August 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 covered the week’s top stories: • Axiom European • BluefieldSolar This week’s interview was with Fiona Yang from INVESCO Asia Trust – watch it again here.

QD view – small is beautiful

It has been a tough first half for smaller companies, with the FTSE SmallCap trailing the FTSE 100 by around 13% for the year to date. While small companies are said to have sustained their operational performance, sentiment has run against them. Nevertheless, it is not the moment to give up on the sector: the […]

HICL Infrastructure adds to train set

HICL Infrastructure has agreed to buy a minority equity stake in Cross London Trains (XLT). The seller is funds managed by Equitix Investment Management. XLT is a Public Private Partnership (PPP) that owns the recently delivered fleet of rolling stock operating on the Thameslink passenger rail route which covers the North-South London commuter rail corridor […]

QuotedData’s morning briefing 19 August 2022

In QuotedData’s morning briefing 19 August 2022: Temple Bar (TMPL) has upped its full year dividend forecast from 8.2p to 9.0p, as revenue has been better than expected. The trust outperformed the All-Share over the six months ended 30 June 2022, returning -4.0% to the index’s -4.6%. Shareholders ended up with a return of +0.2% […]

Supermarket Income REIT goes on £76m shopping spree

Supermarket Income REIT has acquired four supermarkets for £76.4m, reflecting a combined net initial yield of 5.1%. Acquired from different vendors, the purchases consist of two Tesco supermarkets, located in Cheltenham and Merseyside, as well as a central Glasgow site anchored by a Sainsbury’s supermarket and an M&S Foodhall. The Tesco in Bishops Cleeve, Cheltenham, […]

Time’s up for Axiom European Financial Debt

Axiom European Financial Debt Fund ‘s board has been reviewing the options for the fund’s future. It believes that the regulatory transition that the investment objective was designed to exploit since the fund’s IPO is now drawing to a close. The board is also conscious of the fund’s persistent discount and the limited liquidity in […]

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