Whilst falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand) have weighed on GCP’s NAV in recent quarters, the good news on vaccines should provide some relief. We explained the rationale for GCP’s rebased 7p annual dividend in our last note. We would note that, even after the cut, GCP trades on the highest yield in its sector (by some distance) and the investment adviser has a pipeline of opportunities lined up that it thinks will allow ....
11 Jan 2021
Compelling yield
GCP Infrastructure Investments (GCP:LON) | 104 -0.2 (-0.2%) | Mkt Cap: 912.2m
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James Carthew | Matthew Read | Shonil Chande
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Compelling yield
GCP Infrastructure Investments (GCP:LON) | 104 -0.2 (-0.2%) | Mkt Cap: 912.2m
- Published:
11 Jan 2021 -
Author:
James Carthew | Matthew Read | Shonil Chande - Pages:
-
Whilst falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand) have weighed on GCP’s NAV in recent quarters, the good news on vaccines should provide some relief. We explained the rationale for GCP’s rebased 7p annual dividend in our last note. We would note that, even after the cut, GCP trades on the highest yield in its sector (by some distance) and the investment adviser has a pipeline of opportunities lined up that it thinks will allow ....