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3i Group – Finals to 31 March 2019 | Grainger – Interims to 31 March 2019 | Electra Private Equity – Interims to 31 March 2019
Companies: UBG GRI III
Fidante Partners
3i Group – Q4 2018 update
Companies: 3i Group plc
3i Group - Interims to 30 September 2018 | Pershing Square Holdings - Q3 2018 quarterly call | Doric Nimrod Air One/Two/Three - Interims | NB Distressed Debt - Q3 2018 portfolio updates
Companies: 3i Group plc (III:LON)Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON)
At the latter stages of a bull market, enthusiasm can sometimes get the better of all of us. Investors always find ways to justify prices for companies at any stage in the cycle. To contrarians, the fact that the price of something has gone up tenfold doesn’t necessarily make it more attractive. However, momentum (as it is now called) is popularly touted as a sustainable investment strategy for the long term. Have the proponents of the ‘ever the greater fool’ theory had a re-brand? Within the wo
Companies: EOT IIT ICGT IBT MAJE APEO SEC III INOV SYNC
Kepler | Trust Intelligence
- P2P Global Investments – Investment in URICA | – 3i Group – Q2 2018 NAV | Primary Health Properties – Interims to 30 June 2018 |
Companies: III PSSL PHP
As rates rise, "yieldy" stocks require careful consideration. Sustainability/track record key.
Companies: AHTDCGADMPAYCNAISATQQ/IIISHCCARDAGRJMATTRIG0GD5
Research Tree
Research Tree provides access to ongoing research coverage, media content and regulatory news on 3i Group plc. We currently have 0 research reports from 8 professional analysts.
The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs): the stocks analysed are all members of the Association of Investment Companies (AIC). We are updating our publication of January 2023, assessing both the lacklustre share price performances during 2023 and the key issues, including interest rates, inflation and power prices. As a 31-strong group, its combined market capitalisation is no
Companies: AEIT ROOF DGI9 INPP GSF SEIT USFP HICL ORIT BSIF TRIG NESF SEQI HEIT GRP GCP FSFL 3IN AERI PINT RNEW BBGI GSEO DORE TENT GRID CORD HGEN AEET
Hardman & Co
In the most difficult market conditions in more than a decade, Foxtons after adopting new strategic priorities, delivered an impressive turnaround in performance, and regained its position as London’s leading Estate Agent. Our analysis recognises the logic which underlies current consensus, see scope for upgrades and justifies valuations materially above current values.
Companies: Foxtons Group Plc
Zeus Capital
Companies: PMG DUKE CMCL BOOM
Cavendish
Companies: Gore Street Energy Storage Fund PLC
Shore Capital
Companies: Duke Capital Limited
Canaccord Genuity
Today's announcement from JIM reflects a year which saw challenges both in underlying terms and in relation to the ongoing Section 166 process. Trading volumes have remained under pressure against a choppy economic backdrop. Voluntary requirement (VREQ) restrictions placed on “Model B” clients have led to a reduction in client numbers in this category, although numbers have remained stable since the Q3 completion of assessments. The company did benefit from rising interest rates, a significant p
Companies: Jarvis Securities plc
WHIreland
Companies: Vanquis Banking Group PLC
Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). A recent sharp decline in gas prices, a ‘disappointing’ start to the Energy System Operator’s (ESO’s) new energy trading platform and systemic delays connecting completed projects to the national grid have raised concerns about the revenue generating capacity of the BESS sector. This has placed significant downward pressure on the share prices of GRID and others in th
Companies: Gresham House Energy Storage Fund Plc GBP
Edison
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$1.00 per share: Logging results at Welchau further derisk the discovery – The logging program has confirmed open fracture networks and vuggy porosity (matrix porosity) essential for well productivity coincident with hydrocarbon shows between 1346 m and 1702 m measured depth. This represents 356 m of gross interval across three interpreted lithological sequences. This compares with only 115 m of l
Companies: ENI XOM ADX AXL ITH BCOW EME CASP MEN PHAR ENQ CNE CORO I3E ZPHR PMG CRCL TETY GENL CNE XOM ENI TETY VLE BCOW EGY
Auctus Advisors
The new strategic vision set out by the CEO is gaining significant momentum, driven by investment in staff and in best-in-class bespoke IT and data platforms, and implies that medium-term targets are now coming into focus. Market share is being gained in all divisions, which is likely to be boosted if the sales market stabilises in 2024. We have modestly raised forecasts and our valuation to 132p/share and believe that if interest rates stabilise or ease further, there are upside risks to our fo
Companies: Real Estate Investors plc
Liberum
Companies: Secure Trust Bank Plc
ATT offers significantly discounted exposure to the technology sector…
Companies: Allianz Technology Trust PLC
Murray International Trust’s (MYI’s) managers are transitioning smoothly from a team of three to two, ahead of Bruce Stout’s retirement at the end of June 2024. The two remaining managers, Martin Connaghan and Samantha Fitzpatrick, have worked closely with Stout since 2001, so MYI’s shareholders can have confidence that it will be ‘business as usual’ in H224 and beyond. Regardless of the market environment, the managers strive to fulfil their objectives of generating income and capital growth hi
Companies: Murray International Trust PLC
HgCapital Trust (HgT) posted an 11.1% NAV total return in FY23 (based on final audited numbers), which allowed it to sustain strong five- and 10-year returns of 20.4% and 18.4% pa, respectively. This has been mostly driven by robust earnings momentum across its portfolio. HgT defied the tough private equity exit environment, generating £345.9m of total realisation proceeds excluding carried interest in FY23. Moreover, it has a healthy commitment coverage ratio of 73% (based on current pro forma
Companies: HGCapital Trust PLC
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