GCP Infrastructure Investment companies | Update | 17 August 2023 Merger to unlock compelling value? GCP Infrastructure Investments (GCP) has announced a potential three-way merger between it, GCP Asset Backed Income (GABI), and RM Infrastructure Income (RMII). As we explore in this note, the adviser believes that this has the potential to address some of […]
GCP Infrastructure Investment companies | Update | 17 August 2023 Merger to unlock compelling value? GCP Infrastructure Investments (GCP) has announced a potential three-way merger between it, GCP Asset Backed Income (GABI), and RM Infrastructure Income (RMII). As we explore in this note, this has the potential to address some of the issues that may […]
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 […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector has seen discount rates among REITs and listed property companies remain excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation correction at the end of 2022 and […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector appears to be behind the discounts to NAV among REITs and listed property companies remaining excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation correction at the […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector has seen the share price discount to net asset values (NAVs) among REITs and listed property companies remain excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation […]
Global Opportunities Trust (GOT) announced its half year report for the period ended 30 June 2023. The company’s NAV decreased by 0.2% while shares increased by 2.2% reflecting a slight narrowing of the discount to NAV which sat at 17% at the last close. During the period, the company also terminated its investment management agreement […]
A further update has been made regarding ThomasLloyd Energy Impact Trust (TLEI), as new information has come to light under the protections of the company’s whistleblowing policy. The update appears to reveal that ThomasLloyd Global Asset Management (the Investment Manager) was aware of material information relating to the RUMS Project by August 2022. According to […]
Tritax EuroBox has signed two new leases across its continental European logistics portfolio, adding €1.3m of rental income. The first is the 14,150 sqm letting of Unit 1 of the speculatively developed Settimo asset in Italy to a “leading Italian logistics specialist”. The letting comes just three weeks after practical completion of the 28,300 sqm […]
Economic and Political Monthly Roundup Investment companies | Monthly | August 2023 The one thing finance seems to love is a good buzzword, with the most recent one being the ‘magnificent seven’ – the seven mega cap tech stocks which have dominated global equity markets over 2023 – specifically, Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia […]
