reports
Renewables Infrastructure Group (The): 2 directors
Two Directors at Renewables Infrastructure Group (The) bought 58,365 shares at between 83p and 84p. The significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directo...
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Edison Investment Research Limited Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) 05-Dec-2024 / 12:30 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 5 December 2024 Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) Edison issues report on SDCL Energy Efficiency Income Trust (LSE: SEIT). SDCL Energy Efficiency Income Trust (SEEIT) reported robust H125 results. Its net asset value (NAV) increased marginally to 90.6p (90.5p at 31 March 2024), demonstrating resilience and stability despite the c...
- Pedro Fonseca
SDCL Energy Efficiency Income Trust - Robust performance in H125
SDCL Energy Efficiency Income Trust (SEEIT) reported robust H125 results. Its net asset value (NAV) increased marginally to 90.6p (90.5p at 31 March 2024), demonstrating resilience and stability despite the challenging market conditions. NAV was positively affected by portfolio valuation changes, but offset by FX movements. SEEIT paid a dividend of 3.16p in the six-month period (31 March to 30 September), 1.1x covered by cash inflows. Management also stated that the company is on track to delive...
- Sarah Godfrey
All Change? Investing in a year of global elections
The year 2024 has been an extraordinary one for the global electorate, with more than half the world's population going to the polls in elections in 50 countries from Algeria to Venezuela. While some arrived with an element of surprise – from snap elections in France and Japan to the earlier-than-expected date of the UK general election – others, notably the US presidential election, were set long in advance, although even there, the eleventh-hour substitution of the Democrat candidate was an un...
- Sarah Godfrey
AEW UK REIT | Active strategy continues to generate rewards
AEW UK REIT plc (AEWU) is a value-orientated UK real estate investment trust (REIT) with a focus on acquiring mispriced assets and maximising income and capital upside through asset management initiatives. Since our last update, a profitable disposal, new lettings, rental uplifts and lease renegotiations have helped to drive an NAV total return of 10.1% and bring EPRA earnings per share back to fully covering the 2p quarterly dividend, which has been maintained for 36 consecutive quarters since ...
- Sarah Godfrey
All Change? Investing in a Year of Global Elections
This year has been an extraordinary one for the global electorate, with more than half the world's population going to the polls in elections in 50 countries from Algeria to Venezuela. With the US Presidential election on 5 November now only a week away, all eyes are on the world's largest economy, where fireworks are widely expected in a contest with only one certain outcome: a different president from the incumbent Joe Biden. Meanwhile, the UK's new Labour government – which has arguably faile...
- Martyn King
Primary Health Properties - Highlighting organic and investment-led gr...
Primary Health Properties (PHP) has issued a Q324 trading update alongside its capital markets presentation. The presentation focused on the significant opportunities for growth that PHP has identified in both the UK and Irish markets. Most importantly, the trading statement shows organic rental growth continuing, underpinning PHP’s commitment to its progressive dividend policy. Our forecasts are, for now, unchanged.
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Edison Investment Research Limited Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) 01-Oct-2024 / 09:20 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 1 October 2024 Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) Edison issues report on SDCL Energy Efficiency Income Trust (LSE: SEIT) SDCL Energy Efficiency Income Trust’s (SEEIT’s) interim update (for the six months to 30 September 2024) has highlighted that its operational assets, on a consolidated basis, are performing in line with manage...
- Pedro Fonseca
SDCL Energy Efficiency Income Trust - Portfolio growth ahead of budget
SDCL Energy Efficiency Income Trust’s (SEEIT’s) interim update (for the six months to 30 September 2024) has highlighted that its operational assets, on a consolidated basis, are performing in line with management’s expectations and that the portfolio is well positioned for growth. SEEIT is actively pursuing additional financing, co-investment and disposal opportunities to support the capital needs of Onyx and EVN, which are growing ahead of budget. Surplus capital will be used to pay down SEEIT...
Primary Health Properties: 1 director
A director at Primary Health Properties bought 37,610 shares at 93p and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
Hardman & Co Video | Polar Capital (PCFT) Interview
Hardman & Co Research Hardman & Co Video | Polar Capital (PCFT) Interview 02-Aug-2024 / 09:45 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman Talks Video | Polar Capital (PCFT) Interview In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, sits down with Tom Dorner, Co-Manager of the Polar Capital Global Financials Trust. They discuss the current financial landscape, emphasizing the strategies employed by Polar Capital to navigate market challenges and leverage opportunities. Tom provides insights into the trust’s performance, investm...
AEW UK REIT: 1 director
A director at AEW UK REIT maiden bought 22,329 shares at 94p and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
- Martyn King
Primary Health Properties - Continuing dividend growth
Primary Health Properties’ (PHP’s) H124 results show continuing earnings and dividend growth, driven by rental income and underpinned by a low cost ratio and significantly fixed borrowing costs. With open market rental growth, covering two-thirds of rent roll, accelerating further, we forecast this to continue through FY26, which would mark 30 years of unbroken dividend growth.
- Sarah Godfrey
AEW UK REIT | Initiation: Proven record of value creation
AEW UK REIT plc (AEWU) is a UK real estate investment trust (REIT) with a difference: it is highly focused on value investment, acquiring mispriced assets and then maximising income and unlocking capital upside through asset management initiatives. Launched in May 2015, AEWU has paid dividends of 2p per quarter – the highest gross dividend payment in its peer group, equating to a current dividend yield of 9.2% – for the last 34 consecutive quarters (many peers cut their dividends during the pand...
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Edison Investment Research Limited Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) 28-Jun-2024 / 14:23 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 28 Juni 2024 Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) to view the full report. All reports published by Edison are available to download free of charge from its website Edison is authorised and regulated by the . Edison is not an adviser or broker-dealer and does not provide investment advice. Edison’s reports are not solicitations...
- Pedro Fonseca
SDCL Energy Efficiency Income Trust - Increased cash generation and po...
SDCL Energy Efficiency Income Trust (SEEIT) recorded a 9% increase in cash from investments in FY24, generating £92.5m (FY23: £85.1m), ensuring its DPS of 6.24p was fully covered by cash 1.1x. The board guided a target dividend of 6.32p per share for FY25 (9.5% prospective yield). The portfolio valuation stood at £1,117m (4.8% increase from H124 and 1.6% from FY23). Both SEEIT’s NAV and NAV per share remained flat for FY24, at £982m and 90.5p/share, compared to H124, with the majority of the red...
- Sarah Godfrey
BlackRock Energy and Resources Income | A Trust for the 2020s and Beyo...
BlackRock Energy and Resources Income Trust (BERI) has so far enjoyed a more positive start to the year after a difficult 2023. With heightened geopolitical risk underpinning oil prices, robust demand for materials amid continued supply constraints, and more attractive valuations in the energy transition space, fundamentals in all three of the trust's areas of focus look encouraging on a medium-term basis.
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Edison Investment Research Limited Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) 10-Jun-2024 / 09:04 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 10 Juni 2024 Edison issues report on SDCL Energy Efficiency Income Trust (SEIT) to view the full report. All reports published by Edison are available to download free of charge from its website Edison is authorised and regulated by the . Edison is not an adviser or broker-dealer and does not provide investment advice. Edison’s reports are not solicitations...
- Pedro Fonseca
SDCL Energy Efficiency Income Trust - Answering five key investor ques...
In this note we examine five key questions investors have raised regarding SDCL Energy Efficiency Income Trust (SEEIT), prior to the release of its full-year results (for the year ended March 2024) at the end of June 2024 and provide our answers and analysis. The questions focus on dividend security, discount to NAV, management’s strategies for closing the discount, asset valuations and where SEEIT differs to its peers. SEEIT is an investment trust focused on delivering energy and energy efficie...
- Sarah Godfrey
UK REITs: Building back better
UK commercial property has been a cornerstone asset for many income-seeking investors (both retail and institutional) in recent decades, particularly since the global financial crisis of 2007/8 and the resulting ultra-low interest rate environment. However, since rates began to rise in 2022 to tackle surging inflation, meaningful returns have once more become available on lower-risk assets such as cash and government bonds, which has led to a retrenchment from alternative income assets such as p...
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