Marten & Co Equity Research & Stock Reports
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A consistent dividend payer with a high yield
25 Apr 17
Central Asia Metals (CAML) has increased its annual dividend by 24% year-on-year, to 15.5p per share, providing shareholders with a 6.6% yield. The company recorded its fifth consecutive year of profits and has paid out in excess of the funds it raised in its 2010 IPO.
Full steam ahead
29 Mar 17
With last year’s successful subscription share exercise pushing India Capital Growth (IGC)’s net assets through the £100m mark; strong performance relative to peers; and buoyant conditions in India, the focus now is on driving down IGC’s discount. Recent poll success by the BJP has put a stamp of approval on the party’s ambitious reform agenda. We may see a temporary dip in growth as the Goods and Services Tax (GST) is introduced this summer, but this should have long-term positive effects. The discount appears perverse to us. India remains one of the fastest-growing major economies in the world and IGC is positioned to take advantage of this.
09 Mar 17
The Russian market has been rebounding on the back of a strengthening oil price but remains one of the cheapest emerging markets. The manager thinks the market could rise further from here. The economy is on an improving trend but, if President Trump eases sanctions, this could provide a significant tailwind.
24/7 operations approval boost
28 Nov 16
Wolf Minerals (Wolf) has received approval to operate its processing plant on a 24/7 basis, permanently, and permission to extend mining activities to 2036. Both permissions will have a significant impact on future production at its Drakelands open-pit mine, in Devon.
Diversify your income
26 Oct 16
The sharp falls in sterling over the past few months have flattered the performance of many funds investing overseas, including Henderson International Income Trust (HINT), but have compounded problems for some UK equity income trusts. The threat of dividend cuts looms large for UK-focused trusts and now, more than ever, the yield on HINT’s overseas equity portfolio should look very attractive to UK-based investors. HINT has just raised its quarterly dividend to 1.2p, up 4.3% on the previous quarterly dividend.
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