reports
- Shonil Chande
- Shonil Chande
LIBERUM: Alternatives Daily: SEC LN | EJFI LN | TLEI LN | HICL LN |
Strategic Equity Capital - Medica bid underpins strategyEJF Investments - Mark-to-market losses impact March NAV; Sentiment improvingThomasLloyd Energy Impact - Temporary share suspension announcedHICL Infrastructure - Partial disposal of Northwest Parkway
- Shonil Chande
- Shonil Chande
LIBERUM: Alternatives Daily
EJF Investments - Additional disclosure should reduce fearsBH Macro - Deserves to trade at a higher premium to NAVOctopus Renewables Infrastructure - 6.5% FY 1 dividend yield with 1.7x cover through to FY 27HydrogenOne Capital Growth - Directors confirm no company-specific factors impacting share price
- Shonil Chande
- Shonil Chande
- Pedro Fonseca
EJF Investments - Termination of coverage
Edison Investment Research is terminating coverage on EJF Investments (EJFI), ROVI Laboratorios Farmaceuticos (ROVI) and SDX Energy (SDX). Please note you should no longer rely on any previous research or estimates for these companies. All forecasts should now be considered redundant.
- Pedro Fonseca
EJF Investments - Dividend maintained
EJI Investments (EJFI) has announced that it will pay its 2.675p quarterly dividend on 29 May as scheduled. The decision to maintain the dividend contrasts with most of its peers, which are either suspending or reducing them. This reflects the cash-generative nature of EJFI’s portfolio and that it has remained in relatively good shape. Its NAV fell by 13.6% in March, but 7.5% was FX related. COVID-19 has clouded the economic outlook and affects the high-yield credit collateral backing the CLO ...
- Pedro Fonseca
EJF Investments - Encouraging 2019 interims
EJF Investments (EJFI) delivered a 9.5% total return in H119. Despite the recent US rate cut receiving much attention, conditions remain supportive for US community and regional banks and insurance, whose subordinated securities support the US securitisation risk-retention investments that, along with related securities, account for 72% of EJFI’s portfolio. Management remains optimistic on this asset class. In April EJFI redeemed a collateralised debt obligation (CDO) netting £8.9m in total, ...
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