Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on DRUM INCOME PLUS REIT PLC. We currently have 5 research reports from 3 professional analysts.
|23Feb17 14:35||RNS||Issue of Equity|
|02Feb17 07:00||RNS||Dividend Declaration|
|27Jan17 10:10||RNS||Final Results|
|27Jan17 09:44||RNS||Final Results|
|19Jan17 07:00||RNS||Net Asset Value as at 31 December 2016|
|17Nov16 10:46||RNS||Dividend Declaration|
|17Nov16 07:00||RNS||Dividend Declaration|
Frequency of research reports
Research reports on
DRUM INCOME PLUS REIT PLC
DRUM INCOME PLUS REIT PLC
2016 YTD Fund raising review – Topping up
05 Oct 16
Secondary issuance has dominated in 2016. 3i Infrastructure (3IN) led with a monster £385m raise (target: £350m) in May. At a sector level, infrastructure (£700m), property (£500m, mostly pre-Brexit vote), and renewables (£340m) tapped heavily in Q2 & Q3 2016. The IPO market remains quiet with only one primary launch in 2016; Hadrian’s Wall Secured Investments (HWSL) raised £80m for secured lending to SMEs including equipment finance, property development, and commercial loans. We also note that six funds have repurchased more than £50m of stock YTD.
Third Quarter of 2016
01 Oct 16
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far.
They say good things come in small packages
11 Jul 16
DRUM Income Plus REIT (DRIP) is focused on acquiring properties that do not suit the portfolios of the large institutional and overseas buyers, who are targeting larger lot sizes. Its managers say that, by focusing on a less crowded market, DRIP is able to achieve a yield advantage over other property investment companies. DRIP is itself small, but has ambitions to grow and further diversify its shareholder base and portfolio. The managers have identified a pipeline of potential investments and they say that DRIP should be able to expand gradually without cash drag having much impact on returns.
Good things in small packages
11 Jul 16
DRUM Income Plus REIT (DRIP) is focused on acquiring properties that do not suit the portfolios of the large institutional and overseas buyers that are targeting larger lot sizes. We think that, by focusing on a less crowded market, DRIP is able to achieve a yield advantage over other property investment companies. DRIP is itself small, but has ambitions to grow and further diversify its share register and portfolio. The managers have identified a pipeline of potential investments and therefore DRIP should be able to expand gradually without cash drag having much impact on returns.
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
Carador Income Fund (CIFU LN) Premium rating restored, high levels of refinancing activity | Cello Group (CLL LN) Outlook getting brighter – watch Pulsar | Eckoh (ECK LN) Largest ever US secure payments win | eg solutions (EGS LN) Full year results in line | Futura Medical (FUM LN) Licensing deal for CSD500 in Portugal | Verona Pharma (VRP LN) Global agreement with QuintilesIMS to support development of RPL554 | Xaar (XAR LN) 2016 results slightly ahead, reduced visibility in 2017