Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on TALIESIN PROPERTY FUND LTD. We currently have 3 research reports from 1 professional analysts.
|13Jan17 12:43||RNS||Property Portfolio Valuation and Estimated NAV|
|11Aug16 14:21||RNS||Half-year Report|
|11Aug16 14:20||RNS||Return of Capital|
|19Jul16 12:11||RNS||Property Portfolio Update|
|22Jun16 15:12||RNS||Result of AGM|
|20May16 14:48||RNS||Annual Financial Report|
|29Apr16 15:23||RNS||Issue of Equity|
Frequency of research reports
Research reports on
TALIESIN PROPERTY FUND LTD
TALIESIN PROPERTY FUND LTD
Strong results, continue to see upside potential
15 Apr 16
For the year-ending December 2015, the adjusted NAV of the Taliesin Property Fund (TPF) rose to €31.44 per share. As at 31 December 2015, the value of the portfolio increased to €267.7 million, an increase of 27.9% after adjusting for property disposals and capital expenditure. The per square metre rate (psqm) stands at €2,240. It also announced that its first privatisation project, on Warschauer Strasse, had been almost completely sold at average prices of €3,750 psqm. It successfully refinanced its maturing loans in 2015 at lower interest rates and higher principal amounts and the loan to value at the year- end stood at 45.9%. We continue to recommend that investors buy TPF.
Investment Funds - Buy the drop: Around the World with 20 Funds
08 Feb 16
After a turbulent January, market participants are understandably cautious. We discuss some of the key macro themes that we think are likely to be pertinent for investors for the rest of 2016. Our central thesis is that the equity market is still underestimating two key risks: the return of inflation in developed markets and the risk of a further slowdown in emerging markets. Obviously, these two outcomes have significant implications for the global equity markets in general and specific markets in particular. We speak to several fund managers about their views on global markets and the risk/reward trade-off for their funds. Despite the volatile start to 2016, we remain relatively optimistic about the outlook for select equity markets.
Uplift to NAV
21 Jan 16
Taliesin Property Fund (TPF) announced a revaluation of its property portfolio by the company’s property valuers, Jones Lang LaSalle. As at 31 December 2015, the value of the portfolio increased to €267.7 million versus €212 million as at 31 December 2014. It also announced that 21 of the 25 residential units in its first privatisation project had been sold. As at 31 December 2015, the company estimated an NAV of over €30 per share. We have emphasized the attractiveness of the portfolio and the fund despite the company trading at a significant premium. We continue to like Berlin residential property, despite the current market turmoil and recommend that investors buy TPF at current levels.
Another positive verdict
20 Mar 17
Burford’s results for 2016 produced another outstanding set of figures. Revenue grew by 60% to $163.4m with strong growth in the litigation finance business and an additional boost from a secondary sale in the Petersen case. On an underlying basis net income grew to $114m, a 75% increase despite the investment in growing capacity which increased costs. A combination of ongoing investment and gains and increases on valuation saw the fair value of the litigation assets increase 67% to $559m, underpinned by a growth in invested capital to $394m. With the results statement there was an announcement of a further sale of 9% of the Petersen case at a valuation of 20 times the cost of investment.
N+1 Singer - N1S Trend spotting - Strategy update
08 Mar 17
In this new product we present some strategy theme updates arising out of our latest analysis of macro trends and economic data and our innovative Quant work. We also look at upcoming events and suggest topping up on some of our Best Ideas for 2017.
N+1 Singer - Morning Song 22-03-2017
22 Mar 17
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Making Mobiles Better
17 Jan 17
Mobile phones are increasingly the key connection for the modern world. This means that the performance of mobile phones, and their networks, is going to become more critical for all the apps and businesses that rely on them. New technologies such as VR, AR, and AV will need better, more reliable connections to really move into the mainstream. In this thematic piece we attempt to identify some of the most important issues facing mobile phone networks and their users, and start to identify solutions and enablers that will solve these problems and create value by doing so.