As we begin another year here at QuotedData, we thought we’d have some fun and challenge our analysts to come up with some ideas for investment companies that they like and think could do well over the course of 2024. To keep things interesting, each analyst has been asked to select two ideas – one […]
In QuotedData’s morning briefing 4 January 2024: Digital 9 Infrastructure (DGI9) says that Keith Mansfield has decided to step down as a director with immediate effect. The board has made some changes: Aaron Le Cornu is appointed chair of the Audit Committee and Brett Miller will join the Audit Committee. Brett Miller is appointed chair […]
On December 29, 2023, LumiraDx Limited announced that Andrew Johnson, Lisa Rickelton and Lindsay Hallam of FTI Consulting had been appointed as joint administrators of two of its subsidiaries, LumiraDx Group Limited and LumiraDx International Limited, which hold the assets of the LumiraDx group. Following their appointment, the administrators have entered into a sale and […]
Patrick Hosking, Financial Editor, The Times, Saturday December 23 2023: A London-listed specialist in wind and solar farms has sparked a storm in the renewable energy sector with a hostile £745 million bid for a smaller rival. Octopus Renewables Infrastructure Trust disclosed that earlier private approaches to Aquila European Renewables had been rejected three times […]
Hipgnosis Songs Fund has published its interim results for the six-months to 30 September 2023. Financial headlines Operative NAV per share decreased 9.2% to $1.7392 (31 March 2023: $1.9153), driven primarily by a reduction in the fair value of the portfolio As at 30 September 2023, Operative NAV per share in Sterling 142.49p (£:$ exchange […]
On Friday 5th December, James Carthew and Andrew McHattie reviewed the investment companies sector in 2023 – Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The best way to enjoy the show is join our weekly webinar LIVE where we discuss the […]
James Carthew in The Investment Trusts Handbook 2024: James Carthew reviews a tough year for the alternative asset trusts In the years following the global financial crisis, the investment companies industry boomed as investors in search of income poured money into alternative assets. Not everything worked. Aircraft leasing and reinsurance funds proved to be notable […]
In QuotedData’s morning briefing 19 December 2023: Alternative Income REIT (AIRE) has completed the acquisition of a Virgin Active leisure club in Streatham, in South-West London for £5.1m. The price reflects a net initial yield of 9.8% and a discount to replacement cost. The acquisition of the asset redeploys the majority of the net proceeds […]
Investment trust insider on 2023 – James Carthew: Dramatic 2023 leaves sector radically different The rationalisation of the sector continues. There has been a flurry of announcements over the past couple of weeks: Abrdn Diversified Income and Growth (ADIG) announced a managed wind down; Triple Point Energy Transition (TENT) declared it will begin an orderly […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]
