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Companies: NewRiver REIT plc
Shore Capital
Companies: KMK BGEO CORA
Cavendish
Avation, a lessor of 34 commercial aircraft, provided a trading update on Friday for the year to date, reporting a significant expected increase in the value of its ATR 72 purchase rights, along with an improvement in lease revenues and cash collections. Following the announcement of a restructured aircraft purchasing plan with ATR earlier this month, the company has reported that the grant of new aircraft purchase rights and the extension of the existing rights is expected to increase the value
Companies: Avation PLC
WHIreland
AUM was up by £2.2bn or 6% over H1-24, reaching £39.6bn on 31 Mar 24 (30 Sep 23: £37.4bn). This was a top-third growth rate among a London-listed peer group. While sustainable investing flows around the world have been subdued, we are seeing some early signs of a return to stronger flows. H1-24 revenue of £86.2m was down 2% y-o-y from £88.0m in H1-23 on lower average AUM levels and an unchanged average fee margin of 45bps. However, an AUM recovery during the period saw run-rate revenue increase
Companies: Impax Asset Management Group plc
Equity Development
TRIG’s portfolio continues to evolve, despite equity capital markets being closed…
Companies: Renewables Infrastructure Group Limited GBP Red.Shs
Kepler | Trust Intelligence
Headline Q1 net profit of GEL1.04bn included negative goodwill of GEL686m arising from the Ameriabank acquisition. Adjusted profit of GEL369m was a touch light of our estimate, but on lower other income, while costs came in higher on increased investment spend. However, the Group net interest margin increased slightly on 4Q23, unchanged also on the prior year, and better than expected, against a backdrop of faster cuts in interest rates by the National Bank of Georgia this year. Economic growth
Companies: Bank of Georgia Group Plc
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
UK commercial property has been a cornerstone asset for many income-seeking investors (both retail and institutional) in recent decades, particularly since the global financial crisis of 2007/8 and the resulting ultra-low interest rate environment. However, since rates began to rise in 2022 to tackle surging inflation, meaningful returns have once more become available on lower-risk assets such as cash and government bonds, which has led to a retrenchment from alternative income assets such as p
Companies: LABS SREI SUPR AEWU
Capital Access Group
The Bankers Investment Trust (BNKR) focuses on cash-generating companies and FY23 (ended 31 October 2023) was its 57th consecutive year of dividend growth. Dividends rose by 10%, maintaining the trust’s track record of above inflation dividend growth over the long term. The board expects dividends to rise by at least 5% in FY24. While this is commendable, BNKR’s recent relative total return performance has been adversely affected by its lack of exposure to most of the so-called Magnificent Seven
Companies: Bankers Investment Trust PLC GBP
Edison
Canaccord Genuity
NBPE’s realisation activity shows its portfolio is ‘in demand’…
Companies: NB Private Equity Partners Limited Class A
AJB’s CEO, Michael Summersgill, said on the results call that some of the recent price changes were perhaps “unnecessary” and maybe “a little bit aggressive” at the time. That is because AJ Bell is a proper growth company, taking share in two big markets. We believe the nub of the investment story is that the market has a tough time estimating the growth acceleration that should come from such aggressive pricing. We now see the company close to fair value, but the market-share-taking trend may b
Companies: AJ Bell Plc
Hannam & Partners
SuperSeed Capital Limited (WWW ASE) is a registered, closed-ended, collective investment scheme that invests in seed stage B2B Software as a Service (SaaS)/AI companies, primarily through funds managed by SuperSeed Ventures LLP. The Company recently reported results for the Full Year ending December 31st 2023 (FY 2023). Revenue comprised £222k unrealised and £297k realised gains on investments, £3k of other income and £151k of costs, produced a profit of £372k and EPS of 15.8p. This reflected t
Companies: SuperSeed Capital Limited GBP
VSA Capital
For Q124, Regional REIT (RGL) has maintained the rate of quarterly DPS at 1.2p. We expect DPS for the year will partly depend on RGL’s chosen re-financing route. Meanwhile, RGL’s asset disposal programme continues to progress. Portfolio EPC ratings have continued to show good improvement and, adjusted for disposals, rent roll and occupancy were robust. We have made no changes to our forecasts.
Companies: Regional REIT Ltd.
The manger comments that, in common with the other trusts in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF). It adds that the trust’s ongoing fundamental performance has failed to reverse a steady slide in its share price which began back in May 2023. Despite this, it says the company has continued to deliver solid NAV growth and market-leading shareholder distributions thanks to a range of contractual
Companies: Bluefield Solar Income Fund Ltd.
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