Better late than never! See Ryan Bushell's top picks from his May 24 BNN Market Call appearance. https://lnkd.in/gdHDxGbE
Newhaven Asset Management Inc.’s Post
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Today, VH Global Sustainable Energy Opportunities plc (“GSEO”), managed by Victory Hill, published its Annual Results for the year ending 31 December 2023. The key highlights: • 14.5% Total annualised NAV return for FY 2023 • 1.9% Total #leverage of GSEO as a percentage of NAV • 1.1x Dividend coverage • >90% of revenues contracted and #inflation linked • 5.68p per share #dividend target for FY 2024 • 844,434 MWh of clean #energy generated and injected into the grid As additional assets become operational over the course of this year and early 2025, the #portfolio should benefit from further capital #growth and #cashflow generation. The Company remains focused on enabling the #energytransition #globally through its investments. More details in the announcement. #annual #results #sustainability
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With investor engagements on the rise, people often wonder what does that look like, where do you start, and what happens next? This recent article on BusinessDesk NZ is a great overview of some of the nuances around engagement, from Code Founding Signatory, Milford: https://lnkd.in/g9qjfcpM
Why Milford Asset Management still engages with Aussie coal producers
businessdesk.co.nz
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Thursday 30 May 2024: Good morning! Check out today's lineup of AGMs! 👇👇 ✨ What’s Brewing? Daily UK capital markets news in a dash: There are at least 3 companies announcing Final Results today, including: Auto Trader UK plc (AUTO), HarbourVest Partners Global Private Equity (HVPE) and One Media iP Group Plc (OMIP). At least 13 AGMs are taking place today, including: Aferian plc (AFRN), Ashtead Technology Holdings Plc (AT.), Bodycote plc (BOY), Endeavour Mining plc (EDV) and EnQuest plc (ENQ) 📈 Investors, want to meet companies? Check out the virtual roadshows taking place today with Investor Meet Company on InvestorMeetCompany.com. There are 3 companies presenting today, including: Novacyt Group S.A. at 11:00am, Braemar PLC at 11am, and Premier Miton Investors GROUP PLC at 2pm. 📘 EdCit Weekly: Green Energy: A Potential Lifeline for the UK Economy. Investment in green energy and climate initiatives could be the key to addressing the UK’s economic challenges. With a focus on sustainable growth, the next government has a critical path to navigate. https://shorturl.at/dD052 #FinGlitzFirst #MorningFinanceFix #TEAForGenZ #FinancialLiteracyUnleashed #genfinance #ukstockmarket #finlit #budget #investing #personaldevelopment #personalfinance #individualinvestingzone
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Thursday 30 May 2024: Good morning! Check out today's lineup of AGMs! 👇👇 ✨ What’s Brewing? Daily UK capital markets news in a dash: There are at least 3 companies announcing Final Results today, including: Auto Trader UK plc (AUTO), HarbourVest Partners Global Private Equity (HVPE) and One Media iP Group Plc (OMIP). At least 13 AGMs are taking place today, including: Aferian plc (AFRN), Ashtead Technology Holdings Plc (AT.), Bodycote plc (BOY), Endeavour Mining plc (EDV) and EnQuest plc (ENQ) 📈 Investors, want to meet companies? Check out the virtual roadshows taking place today with Investor Meet Company on InvestorMeetCompany.com. There are 3 companies presenting today, including: Novacyt Group S.A. at 11:00am, Braemar PLC at 11am, and Premier Miton Investors GROUP PLC at 2pm. 📘 EdCit Weekly: Green Energy: A Potential Lifeline for the UK Economy. Investment in green energy and climate initiatives could be the key to addressing the UK’s economic challenges. With a focus on sustainable growth, the next government has a critical path to navigate. https://shorturl.at/dD052 #FinGlitzFirst #MorningFinanceFix #TEAForGenZ #FinancialLiteracyUnleashed #genfinance #ukstockmarket #finlit #budget #investing #personaldevelopment #personalfinance #individualinvestingzone
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"The infrastructure asset class is an interesting one to watch. Our companies have evolved over the last 15 years,” says Peter Meany, Head of Global Listed Infrastructure at First Sentier Investors. Watch now as he highlights the drivers of this evolution. Learn more: https://bit.ly/4a3HWfS
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Buy & Sell Signals Learn to Evaluate First Trust North American Energy Infrastructure Fund ($EMLP) using the Charts: Stock Traders Daily has produced this trading report using a proprietary method. This methodology [...] Look at the Charts
Learn to Evaluate First Trust North American Energy Infrastructure Fund ($EMLP) using the Charts
news.stocktradersdaily.com
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Gore Street Energy Storage full year trading update this morning https://lnkd.in/eVrrJc3y I'm proud to present a strong set of operational results. The performance highlights ongoing year-on-year growth across the key industry metrics and revenue stability through the clear success of the Company's strategy. Despite the turbulence seen in the sector, the Company achieved continued growth while demonstrating leadership and resilience. Across the sector, it is increasingly apparent that the range of strategies employed by asset owners are yielding increasingly different financial outcomes, with Gore Street producing revenues c.3x of our peers and lowering the volatility of those revenues by 50%. In the GB market, participants largely act as price takers, resulting in similar revenue generation across asset owners. However, it is clear that the impact of capital allocation strategies, whether based on gearing levels, geography concentrations or capital expenditure, is a key component of a company's long-term viability. Within the sector, we have seen reports of a resurgence in GB revenue based on annualising a very limited data set of revenue over a 15-day period in April. It should be noted that GSF's estimated average revenue of £15.1 / MW / hr (or £133k / MW / year) for the past 12 months is almost double that of what peers considered as an annualised highlight based on 15 days of trading in GB in April (equating to c.£70k / MW / year). GSF's consistent outperformance is a testament to our prudent approach to capital allocation and operational excellence. We are the first asset owner to stack revenues in the Irish and German markets, and this control of the optimisation of our portfolio, we believe will continue to produce superior returns. The case for energy storage remains strong around the globe, with rising levels of renewable penetration creating an increased system need for flexibility assets. We are also seeing policy drivers emerge to promote the use of assets like those in the Company's portfolio. The US assets continue to benefit from Investment Tax Credits under the Inflation Reduction Act while new energy storage mandates and potentially even support schemes are expected under new legislation agreed by the European Parliament. The combination of positive policy environments, falling technology costs and financial expertise held in-house at the Investment Manager ensures the Company remains well-positioned to deliver sustainable value to our shareholders. #energystorage #climateemergence
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Challenger Energy is pleased to announce that it has entered into a legally binding term sheet for an investment by Charlestown Energy Partners. Charlestown will invest £1.5m in Challenger in the form of a loan, which upon closing of the AREA OFF-1 farm-out and subject to prior completion of an agreed share consolidation shall convert at a fixed price of 0.168 pence per share, a c. 20% premium to the current share price. Charlestown is a New York-based specialist energy investor with a successful track record of making early cornerstone investments in listed exploration companies, most recently as the lead investor in a listed Namibian-focused conjugate margin player. Eytan Uliel, CEO of Challenger Energy: "Charlestown’s investment, coupled with our low overhead and the attractive carry arrangements in the Chevron farm-out, puts us in an excellent financial position, with no need for further capital for the foreseeable future.” Robert Bose, Charlestown Managing Member: "I am very pleased to be joining the Challenger Energy board. Challenger Energy’s unique position in Uruguay, capital strength and upcoming catalysts position the Company for significant growth and value creation over the coming years.” Read the full announcement here: bit.ly/3U2uW3M
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Which dealmakers in the Energy sector excelled in 2023 and what were their stand-out transactions? Find out who topped the tables and identify the key players in your region in the Dealmakers League report. #wheredealsaremade #mergersandacquisitions
Dealmakers League: Top M&A Investment Bankers and Lawyers in 2023
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Providing a reliable natural gas source for Alaskans is a good first step as long as it is followed by making this gas available to the world markets. Without the second step it does not make much financial sense.
AGDC and Pantheon announce proposed agreement to use Great Bear Pantheon natural gas delivered via the Phase 1 Alaska LNG pipeline project to resolve Alaska's looming energy crisis. #EnergySecurity #aturalgas #LNG #CleanEnergy https://lnkd.in/gkJrF8UV
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