@FinanceTiger#CORD Peel Hunt ‘Core-plus peers 3i Infrastructure (3IN) and Pantheon Infrastructure (PINT) both trading on single digit discounts to published NAVs and offering similar dividend yields. This would suggest that there is further re-rating potential for CORD’
@FinanceTiger#CORD Investec ‘shares have performed strongly in recent months, having recovered from an unwarranted low base, but continue to offer immediate value and exposure to a strong value-creation strategy in an attractive infrastructure sector. We reiterate our Buy recommendation’.
@ParadisLabs@imzainvest My good friend’s daughter (12) has just got home after 6 months in GOSH she had leukemia. Rang the bell last week. It’s the most incredible place from what he said and a very worthy place to donate.
@RebelHQ#ftc would also be good to see SpaceX vest more warrants. SpaceX was issued warrants (‘24+’25) allowing them to subscribe for up to 10% of FTC’s share capital. Half remain unvested. Would show greater financial alignment
@BourbonInsider Plus the following: The Luxembourg-domiciled SICAV version of the fund (popular with European and international investors) has a fund size of €4.9 billion.
@WaterworldCapi1 Saba Capital built up a 16% stake in SSON.L putting pressure on the board to close the value gap. Faced with relative underperformance and a closed-end structure that wasn't working, the board opted for a reconstruction scheme to allow shareholders to exit at full NAV value
@crux_capital_ Nat Rothschild CEO april 7 “Main market, buy back, FTSE 250, $120 million of EBIT, double-digit organic growth & a consistent track record We have a responsibility to shareholders to look at every option for broadening the investor base & getting the rating the business deserves”