In our April 2024 initiation, we highlighted that Duke Capital plc (LON:DUKE), by optimising the best of equity and debt, aimed to achieve equity-type returns with debt levels of risk.
Volta Finance Ltd (LON:VTA) monthly to its FY-end of July reported an NAV total return of 19.7% while annualised cash receipts are 22% of the July NAV, consistent with levels
Shield Therapeutics plc (LON:STX) is a commercial-stage pharma company delivering specialty products that address the unmet medical need of patients with iron deficiency (ID). Since its July 2021 US launch,
City of London Investment Company plc (LON:CLIG) has announced its FUM for 4Q’24 and the full year. It was another positive quarter for the group, with FUM rising 1% from
Real Estate Credit Investments Ltd (LON:RECI) benefits from deep expertise, not only in selecting assets but in having the capability to protect assets where positions need attention. As part of the
In this note, we put pawnbroking into a global and historical context: i) the global market is large, ca.$40bn, UK just ca.5%; ii) pawnbroking is widely adopted across a range
In our April 2024 initiation, we highlighted that Duke Capital plc (LON:DUKE), by optimising the best of equity and debt, aimed to achieve equity-type returns with debt levels of risk. We highlighted
The key messages from ICG Enterprise Trust plc (LON:ICGT)T’s June 2024 shareholder seminar were i) ICGT has a focused and differentiated investment strategy with a dedicated investment team, ii) operating performance remains
The key message from ICG Enterprise Trust plc (LON:ICGT) FY’24 results (to January) is the continued strength of the operating companies, which keep delivering mid-teen EBITDA growth. Despite challenging markets, margins have
Hardman & Co reviewed NB Private Equity Partners Ltd (LON:NBPE) business model in our initiation, Co-investments generating superior performance. We noted the high-secular-growth and downside-resilient investee companies, the value added by GPs, the
© 2024 – DirectorsTalk. All rights reserved. Reproduction in whole or in part, in any form or medium without express written permission is prohibited.
