AMPIL – Year end accounts

///
Comment0
/
As announced in October, AMP is leaving the bond in place for the time being. As per the docs it will commence amortisation of principal from December this year with income generated by its static portfolio of biomass (BM) and urban reserve (UR) grid balancing assets. Locked in contracts are producing solid income. Documents recently...
Read More →

AMPIL Investor Update

///
Comment0
/
Given recent events in financial markets, and in particular the significant increase in swap rates we have seen over the last few weeks, the board of Aggregated Micro Power Infrastructure 2 plc (the “Company”) have decided that the recent increase in swap rates has made it uneconomic to call the bonds at present. Please see...
Read More →

Orchard Bond Finance – New £10mn 6.25% June 2027 Retail Bond

///
Comment0
/
Orchard Funding Group is a well-run, AIM-listed provider of short-term insurance premium and professional fees financing, with a successful 20-year history. It operates in the UK, remained profitable throughout Covid-19, and is now returning to growth in existing and new markets. Guy Butler is a distributor for the new Orchard Bond Finance plc retail bond...
Read More →

Jaguar Land Rover Automotive plc

///
Comment0
/
Categories
Although the automotive sector is dealing with semiconductor shortages, we think JLR has a good opportunity to capitalise on improvements it made both before and during the pandemic. It has ample liquidity and is pivoting hard to electrification. Yields available in EUR, GBP, and USD are appealing. Jaguar Land Rover Desknote 2021 09 23

AMPIL2 – GREEN BOND

///
Comment0
/
Aggregated Micro Power Holdings Limited, trading as AMP Clean Energy (“AMP”), develops, owns, and operates renewable energy generating facilities. Its strategy is to develop and manage low carbon distributed energy projects in the UK, principally via non-domestic biofuel boilers and flexible power generation. The assets are held separately within an on balance sheet SPV. Prudential...
Read More →

REA Holdings

///
Comment0
/
Categories
Latest update on palm oil producer REA Holdings. 2020 was a volatile year for CPO prices and global economic demand, but with careful management of Covid-19’s impact, the group has come through. With prices substantially higher at the start of 2021, and likely to be more stable this year, cash flow should improve. REA Holdings...
Read More →