Oscar V.

With Istesso ‘s phase 2b results expected soon, in my opinion, this statement maybe the most interesting of all: “The pipeline includes a number of transactions at an advanced stage of negotiation” To get an overview of IP Group plc ‘s equity story, go to https://lnkd.in/evHDB5Yh

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Whoever wins the General Election, capital markets and investment are going to be key to delivering their priorities given little capacity in the public purse. Investment companies are the proven bridge between investors and assets such as infrastructure and renewable energy and they can play a critical role in helping the next government achieve its ambitions for economic growth. Beyond that, as a nation, we need to save and invest more, drive better returns in our pension funds and direct more of that capital towards our domestic markets (the UK ISA was one such initiative). Investment companies are a ready made, proven (over 150 years!) solution to these challenges.

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I will be attending the #TechEU summit in #london on the 16th and 17th May. Thank you to the Endeavor Spain team for setting up the one-to-one meetings with interesting companies and we look forward to fostering #venturedebt #assetbasedlending, #m&a, and #equitylisting opportunities. #privatedebt #privateequity #alternativefinance #alternativeinvestments #venturecapital #privateplacement #saas #fintech #insuretech #mobility #logistics #healthtech #latinamerica #europe #usa #canada #mena #funding #startups #startupfunding #investmentbanking #corporatefinance #alunaunderwriting

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💂‍♂️ 💂‍♀️ #UKEQUITIES - some numbers. 🛎 At #investec, looking at the FTSE 350 index - take out the investment trusts and we have 264 London listed firms in that index. In the last 6 months, on total return, 10 of those 264 firms lost a holder >21.0%... contrast that with 107! of the 264 firms making you >21.0%. Those 107 >21% return firms/big winners had real breadth - Aerospace, Builders, Cap Goods, Distributors, Energy, Financials... the sector winner list goes on. After that 6m index rally (total rtn) of 16.04%, the Bloomberg multiple is 12x after tax profits on the underlying. It #feelsdifferent in London. #Privatefirms looking to list - please get in touch / meet the team. #Investors that have not looked at London for a while - please get in touch. #Londonlisted firms that want to get more out of their listing - we're here. #investec is in good shape and our door is very much open for business. Call me - 00 44 207 597 5577 Email me - [email protected] Data c/o #Bloomberg. Absolutely not investment advice.

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New Trader TV This Week - Adam Conn, head of trading at Baillie Gifford, looks at how trading desks could react to the results of the US Election, central bank policy moves, and the ongoing market response to the UK budget. He also discusses where the industry is in being able to resolve primary market inefficiencies and looks at the significance of UK market reforms such as the Private Intermittent Securities and Capital Exchange System (PISCES). In this episode 📮 Views on the US election, central bank moves and last week's UK budget ⌨ Where is the industry in resolving primary market issues? The latest. 🐟 What is the UK initiative, PISCES? 💷 What will these reforms mean for the UK market? Find the full show at https://tradertv.net/   This show is supported by Cabrera Capital Markets and MTS Markets. #trading #fixedincome #USelection #Fed #primarymarkets #UKreforms

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Can the world meet the growing energy needs without a significant increase investment in nuclear? The recent increase in the valuation of SMR companies such as NuScale Power would suggest not, and big tech has identified the need even if the politicians are scared the opposition to nuclear. #global #investmentmanagement #energy #nuclear

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Investment announcement: Fractory Our latest investment from SmartCap Green Fund in Fractory brings us forward on the way of transition to circular economy in industrial production. Glad to give a push to the green transition of industry as industrial activity accounts for 1/3 of the global energy demand and increasing production volumes lead to growing demand for materials. Fractory is a digital manufacturing tech platform to streamline metal fabrication services from cutting & bending to CNC machining and enables: - enhancing production machinery utilization rates in factories across the supplier network from industry average of 26% up to 80%. So, fewer machines are needed for the same production volumes. - reducing waste of materials by pooling orders and optimizing the use of existing resources.

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Next week's Digital Asset Fund Forum event hosted by AYU will be an unmissable and intimate gathering of investment professionals focusing on the most relevant topics today in digital asset investing. Join us! #hedgefunds #RWAs #digitalbonds #familyoffices #networking #blockchain #digitalassets #tokenisation #thisisAYU

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Over the past few months we have been working on the role of the State in the GB energy market, feeding directly into the analysis that the recently elected UK Government is doing to set up GB Energy and to develop their wider energy policy. more details in the post below. #gbenergy #netzero #energypolicy #renewableenergy

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The announcement of a #NationalWealthFund, is a welcome development which can play an important role in driving sustainable economic growth as the UK transitions to #netzero. It should focus on catalysing private capital at scale into emerging technologies, supporting project development, and ensuring new innovations are developed and deployed in the UK.   This should sit alongside immediate reforms to enhance the attractiveness of the UK’s renewable energy market to global #investors, building on yesterday’s positive announcement to lift the ban on offshore wind projects. https://lnkd.in/gV69mfns

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What is the case for scaling up investment in renewable energy development? Meet James Smith, manager of the Premier Miton Global Renewables Trust, and Claire Long, Head of Investment Trusts, and put your questions to them. Any existing or potential shareholders can register for the live presentation via Investor Meet Company on Wednesday 21 August here: https://lnkd.in/e7wp7qug For investment professionals only. Capital at risk. #investing #investmenttrusts #renewableenergy

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As we approach Thursday's #election, it's clear the UK has a growth problem. Private capital isn't flowing into UK businesses and projects. Meanwhile, smaller companies have been starved of cash and faced spiking energy costs. It's time to be honest about the ways our loss of momentum on #greengrowth has stifled private #investment into UK industry. While politicians debate net zero, our recent polling found that almost three quarters (72%) of the British electorate want to see the next government seize the opportunities of the #greentransition and 7 in 10 British voters (71%) said the next government must do more to protect the climate. Read my full column in Environmental Finance https://lnkd.in/epyjQtjw

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For anyone interested in investing into EIS / SEIS opportunities, you might be interested in our guide

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Over the past few weeks we have funded the launch of six new tech startups in the West Midlands. It feels like we’re the only ones fighting that fight. The UK mission has swung toward Scale-Ups. This is laudable as a national strategy, but regionally we have a dearth of scaling tech companies. By following a geographically irrelevant strategy the West Midlands has potentially entangled capital in under performing programmes undermining our innovation pipeline. In 2025 Greater Things will continue to follow our own mission to double the number of tech launches in The West Midlands and to ensure that the founders that we work with represent our wonderfully diverse community. Hopefully we can work fast enough to create a pipeline to feed later stage investors. Our current programme is badged as SuperTech WM Seeds and is housed in the wonderful STEAMhouse. Financial support for the programme comes from some scraps of money that someone found down the back of a sofa at the West Midlands Combined Authority and some rather kind private investors. Idea stage tech founders can apply here: https://lnkd.in/eaY68X9Z #tech #westmidlands #startup #mvp

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A great summary of what the budget means for Innovation Grants opportunities by one of our resident experts. If you'd like to talk about how grants could benefit your business get in touch!

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I am excited and looking forward to presenting and joining the #Impacttech #innovation event tomorrow with Laura Clatworthy and Helen Disney. I will share how our #dFMI platform can solve challenges in the #voluntarycarbonmarket, a $1 trillion market by 2050 critical to the #netzero change journey. #vcm #vcc #smartcontracts #tokenisation #legalfirst #blockchain

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Another significant milestone for Hometree as we announce that we’ve secured a £50m mezzanine debt facility backed by CPP Investments | Investissements RPC which will sit alongside the £250m senior debt raised earlier this year from Barclays. This combined funding will enable us to finance renewable energy for 35,000 homes over the next two years. Canada Pension Plan Investment Board, one of the world’s largest pension funds, is an exceptional partner for Hometree. Their support, along with Barclays and our equity investors, strengthens our mission to decarbonise over one million homes by 2030 and build Europe’s leading residential energy services company. Special thanks to Paulo Merino, Guillaume Blachier, & Feilun Cao for their partnership and commitment in helping us create a new asset class vital for decarbonising millions of homes in the coming years. In addition, we’re excited to announce partnerships with three outstanding companies: Project Solar UK – The UK’s largest residential solar installer So Energy – A leading UK energy supplier myenergi– A leading manufacturer of renewable energy products These partnerships will make Hometree Finance available to their customers, significantly expanding our reach. In a fragmented market, collaboration is key. No single company will have enough volume of assets needed to attract institutional investors to reduce the cost of capital. That's why partnering with leading renewable installers, utilities, and hardware manufacturers is critical for scaling our business and ultimately driving down the cost of renewables for homeowners. We now have 25 partners offering Hometree Finance and are excited to announce many more in the coming months. A huge thank you to the incredible team behind these milestones - Rory Duff, Matthew Boyes, Nick Bellman, David MacLean, Nina Whittaker, Rav Chatha, Jodie Povah, martyn mascord, Jaime Irurzun, Jorge Bastida, Kathryn Simcock and our advisors Julian Craughan & Steven Minke. And thank you to Mark Kleinman for the great coverage. https://lnkd.in/dy5aARJJ

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There's interesting analysis in the Telegraph of a £4.7bn takeover offer from Abu Dhabi-led consortium for Hargreaves Lansdown. HL was a big success story for decades. But competition from cheaper rivals and reputational damage resulting from the Woodford scandal have weighed heavily. For me, the company faces two big problems. First, the fees its charges are unsustainably high (its 0.45% platform fee especially). But secondly, and more importantly, its USP — the notion that it can identify, in advance, the star fund managers of the future — has been shown to be an illusion. HL has the potential to be a force for good in UK financial services.. But it has to go back to the drawing board first. #Investing #FinancialAdvice #AssetManagement https://lnkd.in/eiD2cn9X

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