Edison Investment Research Limited Edison issues report on UIL (UTL) 23-Oct-2024 / 09:01 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 23 October 2024 Edison issues report on UIL (UTL) Edison issues report on UIL (LSE: UTL). On 8 October 2024, UIL Limited (UIL) announced plans to take the company private after the redemption of the 2028 zero dividend preference (ZDP) shares. UIL’s board has decided that despite holding a selection of potentially exciting investments, recent disappointing performance has meant that the company ...
On 8 October 2024, UIL Limited (UIL) announced plans to take the company private after the redemption of the 2028 zero dividend preference (ZDP) shares. UIL’s board has decided that despite holding a selection of potentially exciting investments, recent disappointing performance has meant that the company no longer has the scale to build up a sufficiently diversified portfolio. Also, given that UIL has a limited free float, there is not enough liquidity in its ordinary shares, and its broad inve...
Edison Investment Research Limited Edison issues report on UIL (UTL) 09-Oct-2024 / 13:00 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 9 October 2024 Edison issues report on UIL (UTL) Edison issues report on UIL (LSE: UTL) On 8 October 2024, UIL Limited (UIL) announced plans to take the company private after the redemption of the 2028 zero dividend preference (ZDP) shares. UIL’s board has decided that despite holding a selection of potentially exciting investments, recent disappointing performance has meant that the company n...
On 8 October 2024, UIL Limited (UIL) announced plans to take the company private after the redemption of the 2028 zero dividend preference (ZDP) shares. UIL’s board has decided that despite holding a selection of potentially exciting investments, recent disappointing performance has meant that the company no longer has the scale to build up a sufficiently diversified portfolio. Also, given that UIL has a limited free float, there is not enough liquidity in its ordinary shares, and its broad inve...
Edison Investment Research Limited Edison issues update on UIL (UTL): Long-term focus, avoiding short-term noise 04-March-2024 / 11:30 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 4 März 2024 Edison issues update on UIL (UTL): Long-term focus, avoiding short-term noise UIL Limited (UIL) is managed by Charles Jillings and his highly experienced team at value-based specialist investor ICM. It is a unique portfolio of undervalued assets, which is illustrated by the fund’s differentiated exposures. In terms of geography, the large...
UIL Limited (UIL) is managed by Charles Jillings and his highly experienced team at value-based specialist investor ICM. It is a unique portfolio of undervalued assets, which is illustrated by the fund’s differentiated exposures. In terms of geography, the largest weightings are Australia (c 42%) and the UK (c 21%), while the largest sector allocations are financial services (c 51%) and technology (c 21%). The majority of the portfolio, around 75%, is held in platforms (collective investment com...
Edison Investment Research Limited Edison issues update on UIL (UTL): Investing for long-term value creation 04-Oct-2023 / 07:15 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 4 October 2023 Edison issues update on UIL (UTL): Investing for long-term value creation UIL Limited’s (UIL’s) value-focused manager, Charles Jillings, is supported by a seasoned global team of sector specialists. The company has experienced a difficult spell of relative performance during a period of economic uncertainty and stock market volatility. Also,...
UIL Limited’s (UIL’s) value-focused manager, Charles Jillings, is supported by a seasoned global team of sector specialists. The company has experienced a difficult spell of relative performance during a period of economic uncertainty and stock market volatility. Also, growth stock valuation multiples have come under pressure due to rising interest rates. However, the manager has high conviction that over the longer term significant value can be realised from UIL’s portfolio companies. Financial...
UIL Limited (UIL) is managed by Charles Jillings at deep-value investor ICM. The portfolio reflects his three medium-term views: the world’s financial markets are over indebted; technological change offers strong investment upside; and emerging markets offer better GDP growth opportunities than developed markets. Despite a difficult macroeconomic backdrop, characterised by the war in Ukraine and central banks raising interest rates to combat higher inflation, the manager has a high degree of con...
UIL Limited (UIL) is managed by Charles Jillings at deep-value investor ICM. He and his team employ a leveraged strategy, seeking undervalued specialist assets across the globe that can be held for the long term. The manager highlights what he considers to be the most important current macroeconomic headwinds: China’s zero-COVID-19 policy and the war in Ukraine. However, he is confident that the management teams of UIL’s investee businesses will be able to navigate these challenges and Jillings ...
UIL Limited (UIL) is a leveraged fund that invests in specialist assets and is managed by deep-value investor ICM. Charles Jillings and his team take a long-term approach, seeking undervalued businesses around the world. UIL is differentiated by its geographic and sector exposures. Australia-domiciled companies make up c 35% of the fund, while more than 40% is invested in financial services, although technology and resources stocks also feature highly. Around 75% of the portfolio is held in coll...
UIL Limited (UIL) is a leveraged fund that invests in specialist assets and is managed by deep-value investor ICM. Charles Jillings and his team take a long-term approach, seeking undervalued businesses around the world. UIL is differentiated by its geographic and sector exposures. Australia-domiciled companies make up c 35% of the fund, while more than 40% is invested in financial services, although technology and resources stocks also feature highly. Around 75% of the portfolio is held in coll...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
UIL Limited (UIL) is a specialist leveraged fund managed by long-term, deep-value investor ICM. The team, led by Charles Jillings, aims to generate strong total returns by investing in undervalued businesses across the globe. Around 80% of the portfolio is held in collective investment vehicles managed by ICM known as ‘platforms’, each of which has a specific mandate, while the other positions are direct investments. The fund’s three largest sector exposures are financial services, resources and...
A director at UIL Limited bought 56,000 shares at 247p and the significance rating of the trade was 77/100. 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 showin...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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