Explore tweets tagged as #QuotedData
🚨Don't miss '@QuotedData's In The HotSeat' on Friday 8th August at 11am where James Carthew will be joined by Rhys Davies from Invesco Bond Income Plus. #QuotedData #news #interview #BIPS
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AVI Global Trust isn’t short of investment ideas. Deep discounts → high conviction → activism in action. #QuotedData #Research #Investing #AGT.
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On Bellevue Healthcare's (BBH) strategic review James Carthew @QuotedData says: “Performance has been markedly worse than competing funds, particularly over the LTM. The zero discount policy means that it is disappearing fast. Something has to change.”
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High yielding GCP Infrastructure is making substantive progress but there is still more to do. #QuotedData #research #investing #GCP.
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Shares in Apax Global Alpha (APAX) shoot up 17% after the private equity fund abandons hope of eradicating its wide share price discount and unveils £794m plan to take itself off the stock market.
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The @QuotedData review of REIT winners and losers by @RichardWilliamsQD shows a good number of listed real estate funds made headway in July despite mounting macroeconomic uncertainty. Business park investor Sirius Real Estate (SRE) was the best performer.
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International Public Partnerships (INPP) is investing £250m in construction of Sizewell C nuclear power plant. QuotedData’s James Carthew says: “This is a big-ticket, high-profile investment for INPP, but it looks like it might be a good one.”.
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Why are so many trusts trading at big NAV discounts? We’re digging into the reasons - and what could turn things around. 👀📉📈. #QuotedData #InvestmentTrusts #NAVDiscounts #Markets
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James Carthew @QuotedData sad to HydrogenOne (HGEN) wind down. "I remain convinced of the green hydrogen story, but would emphasise that this was always a long term investment. pulling the plug after just 4yrs feels premature.".
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A big thank you to our Sponsors, J.P. Morgan Asset Management, QuotedData, Juvenescence, Bolt Angels, Tersa and Small Cap Networkfor supporting us in organising another great Show. Thank you all for attending and we hope you have a very rewarding day! #Investment #FinancialHealth
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Chrysalis jumps to 3yr high after 13.7% Q2 rise driven by 42% hike in Starling bank. James Carthew @QuotedData says its top 3 holdings now account for 71% of NAV & "a disposal of any one of them would transform CHRY’s already cash-rich balance sheet.".
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James Carthew @QuotedData thinks RIT Capital Partners' (RCP) half-yr results were good & “particularly pleasing that the main driver was the private investments, exposure to which has often been cited as the unwarranted justification for the 27% discount.
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News that Klarna is seeking an IPO in q3 at around a $20bn valuation. One of the #CHRY holdings. Here's what @QuotedData said recently. For a share trading at 90p, a 30p addition to NAV would be huge. NAV of assets would drop by 16p and be replaced by 46p cash.
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Polar Capital Technology - Me, myself and AI - QuotedData
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Pantheon Infrastructure is fuelling #AI‑driven growth via digital infrastructure like data centres, fibre & towers. With inflation-linked income streams and rising NAV performance, it’s a standout in the #infrastructure space. #quoteddata #AI #ESG.
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A massive thank you to our incredible sponsors for powering #MasterInvestorShow 2025! @JPMorganAM,@CTinvest_tri,@QuotedData,@SCE_Club,Solomon Global.
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