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ORIT: renewables diversified across stage, technology, and geography…
Companies: Octopus Renewables Infrastructure Trust Plc
Kepler | Trust Intelligence
Companies: DSW Capital Plc
Companies: PayPoint plc
Companies: Mercia Asset Management PLC
Companies: Vanquis Banking Group PLC
Duke has released its H1/24A interim results for the period ending 30th September 2023 that are in-line with expectations. Recurring cash revenues increased 17% to £12.2m, whilst total cash revenues increased 35% to £14.1m. The portfolio continues to be resilient despite macroeconomic headwinds, and c£18m of capital was deployed across new and existing investments. We iterate a 1-year price target of 45p based on a target FCF yield of 8%.
Companies: Duke Royalty Limited
Agronomics (ANIC) invests in cellular agriculture companies. Since mid-2022 it has placed increasing emphasis on companies using precision fermentation technology or providing contract precision fermentation services, as these appear to have greater near-term commercial potential than cultivated meat and seafood. Agronomics’ NAV has risen almost 100% since the inception of the current strategy in April 2019, and looks set to increase further as the company’s portfolio holdings receive regulatory
Companies: Agronomics Limited
CRTM reported a loss of £2.7M for the 12 months ending 30 June 2023.
Increased indirect ownership of the Molulu project from 40% to 70%, streamlining the corporate structure.
Commenced copper ore production at Molulu in January 2023.
In October 2023, the Company announced that it had entered into an off-take agreement with O.M Metal & Resources S.A.R.L, for a minimum of 20,000 tonnes of copper oxide ore.
Raised £600,000 at a price of 25p per share and raised a further £1.3M at 25p per
Companies: Critical Metals Plc
Companies: CPP Group plc
Hardman & Co Research’s focus is on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our Quoted UK Infrastructure and Renewable Energy – Prospects for 2023 publication, we have addressed the three key issues of recent months: higher inflation, extremely volatile power prices and rising interest rates.
Companies: DGI9 INPP FTSV UKW GSF SEIT USFP HICL ORIT BSIF TRIG NESF JLEN SEQI HEIT GRP GCP FSFL 3IN PINT RNEW BBGI GSEO DORE L5M TENT GRID CORD HGEN
Hardman & Co
£23.3bn in enterprise value has been returned to AIM technology shareholders over the past six years in the form of 51 public to private takeouts, including 10 in 2023 alone with the takeovers of Smoove* and Tribal announced in early October. With UK valuations appearing cheap and looking more attractive to potential acquirers, we take a moment to reflect on the trends of corporate and private equity bidders targeting AIM-listed technology companies going back to 2017, through the uncertainties
Companies: CPX FNX CLBS PEB TIDE CNC ELCO IGP FTC IOM PCIP KBT MAI SRT VNET TRCS ING IQG DOTD TIA RCN NXQ TIG BBB ARC BBSN KRM GETB ACC JNEO SWG RDT QTX SPE CER EXR TRMR XLM BOOM CLX FADL LINV SND
Positive interims from Vp this morning highlight another period of growth despite the mixed market backdrop. The results again illustrate the benefit of Vp’s diverse mix of specialist activities, with the quality of earnings confirmed by further growth in operating margin (now 13.9%) and ROCE (14.7%).
Strategic priorities include continued progress with ESG initiatives and a greater emphasis on Digital, with more on this likely to follow later in the year.
We maintain our Fair Value estimate o
Companies: Vp plc
AGT is trading at its widest ‘double discount’ since the great financial crisis…
Companies: AVI Global Trust PLC GBP
Macro issues dominate investor sentiment - Some basics for investors
The big topics in the investment world at the moment seem to be macroeconomic. With that in mind, we thought it would be useful to revisit some of the basics of the terms being used in the current environment, and to remind investors of the things to look out for (indeed, many younger investors may not have come across some of these influences in their investing lifetime):
• Recession does not affect
Companies: OCI ICGT FAS FJV IBT APP ARBB RECI PANR TRX FCSS AVO DNL FEV FSV STX VTA E7F0