Jupiter Green Investment Trust has published results for the year ended 31 March 2023. In NAV terms the trust delivered a total return of -0.4%, outperforming the wider Global Small Cap index, which returned -3.1%. Shareholders benefited from an improved rating as the discount narrowed from 18.7% to 13.4%, the share price delivered a +6.7% […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70 basis points (bps […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, according to Tritax EuroBox’s (EBOX’s) manager who says that it is optimistic that values are stabilising. The company’s portfolio yield moved […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70bps in the six […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 5 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 4 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend, […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) seems to be doing well. As is discussed on page 4 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in […]
In QuotedData’s morning briefing 10 July 2023: Castelnau Group (CGL) has announced that it has purchased a 25% stake in Warlord Games, a historical table top wargame maker, through one of its portfolio companies, Hornby Hobbies. The transaction was made for £1.25m in cash. CGL has the option to become the majority shareholder in Warlord […]
Schroder British Opportunities says that over the year ended 31 March 2023 its NAV increased by 3.1% to 107.32p. There is no dividend. However, the share price suffered a decline of -18.5% as the discount widened from ‑19.3% to -36.2%, which the chairman describes as frustrating. 1.1m shares were repurchased and are being held in […]
Augmentum Fintech (AUGM) announced its audited annual results for the year ended 31 March 2023. NAV per share increased by 2.4%, however shares fell 27.1% with the company’s discount widening to 37%. Chairman Neil England commented on the performance, noting: “Shareholders will be fully aware of the significant market volatility throughout the year under review. […]
