In QuotedData’s morning briefing 21 June 2021: JZ Capital Partners (JZCP) has sold its portfolio holding Salter Labs, for approximately $41m. The company’s interest in Salter Labs is currently valued at around $37.6m. Further proceeds of approximately $750,000 have also been placed in escrow whereby some or all, depending on the outcome of certain closing adjustments, […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
In QuotedData’s morning briefing 28 May 2021: UK Mortgages (UKML) has provided an update this morning in which it says that it has completed the sale of the second portfolio of loans originated by the Coventry Building Society that had been securitised in the Malt Hill No.2 transaction. In February 2021, UKML’s board said that […]
QD view – warm fuzzy feelings? Alphabet soup time ESG (environmental, social and governance) comes up a lot in the investment world currently. There are good reasons for that. The UK government said last year that it wants to make climate-related disclosures mandatory, in line with recommendations of the Taskforce on Climate-related Financial Disclosures (TCFD). […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data April’s biggest movers in price terms are shown in the chart below. Diversified property companies were the winners in April as progress in the UK’s vaccination programme and roadmap out of lockdown continued unabated. Six of the top 10 best performing companies in price […]
Lockdown cloud begins to lift The success of the vaccine rollout in the UK and the implementation of a roadmap out of lockdown saw the share prices of listed property companies – most of which had been decimated during the last year – make somewhat of a recovery. The economy is on firmer footing and […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
In QuotedData’s morning briefing 24 March 2021 – BMO Private Equity (BPET) announced that the software company, Dotmatics, in which it has a holding, has entered an agreement for its sale to US-based company Insightful Science. The transaction is expected to complete early in Q2. The investment is led by Scotland based growth equity investor […]
Shake up at JPMorgan Multi Asset – JPMorgan Multi Asset Trust just passed its third birthday. It would be fair to say that the trust is sub-scale – with a market cap of £80m – and not particularly in demand – it currently trades on a discount of 11.8%. The board and the managers, believe […]
