reports
- Shonil Chande
LIBERUM: Alternatives Daily: FWD | POLN | TRIG | FSFL | APAX
Forward Partners - Note: Strong underlying portfolio performancePollen Street - Strong 1Q23 trading statement with continued momentum in AuMRenewables Infrastructure Group - Modest NAV growth in Q1 23Foresight Solar Fund - £10m share buyback programme; NAV lower on power price weaknessApax Global Alpha - Private equity returns remain resilient, Total NAV return of 1.9% in Q1 2023
- Liberum Research Team
- Shonil Chande
- Liberum Research Team
APH ALLIANCE PHARMA PLC
RYA RYANAIR
SFE SAFESTYLE UK
PRTC PURETECH HEALTH
LMP LONDONMETRIC PROPERTY PLC
FEVR FEVERTREE DRINKS PLC
XPS XPS PENSIONS GROUP
HONY HONEYCOMB INVESTMENT TRUST
WIX WICKES GROUP PLC
BYIT BYTES TECHNOLOGY GROUP PLC
A11 ATLANTIC LITHIUM LIMITED
- Liberum Research Team
- James Allen
- Nick Anderson
LIBERUM: Pollen Street * - Clear fundraising momentum
Pollen Street’s maiden results confirm continued strong growth in AuM and a robust performance in credit strategies despite the challenging macro. Management remains confident in its fundraising targets including the all-important flagship PE V fund. Consequently, we leave our estimates unchanged although we note the planned conversion from investment trust to commercial company. While this will raise FY23/FY24 tax rates, it has no impact on our SoTP-based valuation. Pollen Street offers exposur...
- Liberum Research Team
SRP SERCO GROUP PLC
HAS HAYS PLC
MGNS MORGAN SINDALL GROUP
GNS GENUS PLC
HWDN HOWDEN JOINERY GROUP PLC
TRCS TRACSIS
SRC SIGMAROC
AAL ANGLO AMERICAN
A2DVHX SUPERMARKET INCOME REIT PLC
HONY HONEYCOMB INVESTMENT TRUST
TRR TRIDENT ROYALTIES
HE1 HELIUM ONE GLOBAL
WISE WISE PLC
BYIT BYTES TECHNOLOGY GROUP PLC
AA4 AMEDEO AIR FOUR PLUS LTD
- Liberum Research Team
- Anais Lachaud
- Anais Lachaud
- Feroze Khan
- Feroze Khan
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