Schroders Capital Global Innovation Trust Share Price (INOV)

Uncle Doug - real value here. We are being offered +/- 21.5p per share at the end of June for c14.5% of our shareholdings. That's an uplift of over 35% in 6 weeks.

I benefitted from the last tender offer in 2025. Plus (providing you can buy into the underlying fundamentals of what Schroders are doing), there is the reasonable expectation of further good news over the next two/three/four/five years until the company is wound up. They have a reasonable chunk of the portfolio in Revolut - enough said.

Doing well since I had a punt. A few interesting RNS items. I see INOV are winding down and offering shareholders some of the proceeds this year. Decent performance over last year. Presentation here: https://schro.link/6om9ht

Just saw this

“Revolut pre-tax profit hits record ​high

* Revenue driven ⁠by customer fees

* Company more ​than doubled loans to customers, mortgages "nascent" (Adds details on loans, banking licences ​from ‌paragraph 3)

March 24 (Reuters) - British finance app Revolut said its pretax ⁠profit hit a record 1.7 billion ⁠pounds ($2.3 billion) in 2025, up ​57% from the year before, more than doubling its lending….”

Excellent timing. Revolut is a private company. INOV is an intelligent way to have an interest in Revolut at >30% discount to NAV

Revolut officially received its full UK banking licence today from the Prudential Regulation Authority (PRA). Revolut has just achieved its most significant regulatory milestone to date, fundamentally changing the landscape for its 13 million UK customers and its path toward an IPO. Globally Revolut has a MV on a par with Lloyds and Barclays. Could even IPO late this year. Atom Bank is also a solid investment looking to IPO in 2026/2027. Should all help INOV to improve significantly in 2026.