The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Another piece of the jigsaw falls into place:-
https://www.reuters.com/business/argentinas-senate-gives-thumbs-up-45-bln-imf-debt-deal-2022-03-18/?taid=6234087352440400016c0997&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter
Food for thought:-
https://morningporridge.com/blog/blains-morning-porridge/guest-post-miles-morland-how-green-is-your-telsa/
I guess it's a profit warning but:-
I like this:-
"Recommending a special dividend of 42.90 pence per share"
and I like this: -
"Notwithstanding these near-term cost headwinds, the long-term opportunity looks even more significant than it did a few years ago"
I rather fear that many will have read it wrong and assumed SONG are now the owners of the Leonard Cohen catalogue and hence pushed up the price today.
I'm braced for when realisation sets in.
Yes, sorry FiniteElement. I was being sarcastic.
I agree - the worry is that MM now has a nice big source of money and will use this to buy catalogues at "our" expense. I guess we have to hope that time will roll on and we will eventually benefit from the crumbs of future Blackstone acquisitions.
https://www.theengineer.co.uk/itm-power-gears-up-for-green-hydrogen-revolution/
Glad to hear that you took notice of my earlier warning.
Well, I really should stop as I have two truckloads now and I've missed my chance today but if it slips again on Monday I might be tempted - a yield of more than 5% is not to be sniffed at.
More competition
https://www.musicweek.com/publishing/read/warner-music-and-blackrock-launch-fund-with-influence-media-to-acquire-modern-evergreen-songs/085303
Advert in Daily Telegraph this weekend and says "BACK ON SALE" for cruise code SU047. Anyone know what that means? Lots of cancellations so they suddenly have lots of availability where before it had been sold out?? Or something else?
Just interested.