JLEN overview video Short investor overview of JLEN
JLEN Results Video Video from JLEN discussing recent results:
JLEN placing Here’s Chris Holmes talking about the proposed placing: [link] (There is a long disclaimer to click through first!) Also, more detail in this highlights from their Capital Markets Day on AD (anaerobic digestion)here, provides even more detail. piworld.co.uk John Laing JLEN Capital Markets Day June 2018 Highlights John Laing Environmental Assets Group Ltd Highlights from the JLEN CMD June 2018: JLEN Investor session on Anaerobic Digestion Video: JLEN biogas – 00:23 Chris
John LaIng Capital Markets Day June 2018 - highlights John Laing Environmental Assets Group Ltd Highlights from the JLEN CMD June 2018: JLEN Investor session on Anaerobic Digestion piworld.co.uk John Laing JLEN Capital Markets Day June 2018 Highlights John Laing Environmental Assets Group Ltd Highlights from the JLEN CMD June 2018: JLEN Investor session on Anaerobic Digestion Video: JLEN biogas – 00:23 Chris Video: JLEN biogas – 00:23 Chris Tanner: Anaerobic digestion (AD) market overview – 033 Chris Holmes: Investment attractions – 063 Chris Holmes: Value enhancements – 07:59 William Mezzullo: Risk management – 106 Philip Lukas: Future biogas – 129 Philip Lukas: AD process – 12:49 Innes McEwan: Feedstock & digestate management – 15:29 Innes McEwan: Sustainability – 16:54 John Laing Environmental Assets Group Limited is a self-managed alternative investment fund. The Company is engaged in investment in environmental infrastructure to generate investment returns. Its investment objective is to provide investors with a sustainable dividend per share, paid quarterly, that increases in line with inflation, and to preserve the capital value of its portfolio over the long-term. Its investment policy is to invest in a portfolio of operational environmental infrastructure projects. It makes investments through a group structure involving John Laing Environmental Assets Group (UK) Limited and additional intermediate holding companies for certain projects. Its portfolio includes onshore wind, photovoltaic (PV) solar, and waste and wastewater processing projects in the United Kingdom. It owns a portfolio of approximately 10 environmental infrastructure investments in the United Kingdom. The Company’s investment advisor is John Laing Capital Management Limited.
Placing embarrassment Seeking just £30m in a placing, only achieved £15m. Shows the lack of enthusiasm of institutions, private investors of course not being invited. The markets are getting very tight and illiquid, organisations with large debts may soon find themselves in trouble as both capital raises and debt restructures may be very difficult now.Fortunately J.LEN appears under control.GlaPB.
Boring but solid Starting in March 2014, this offshoot of John Laing deals with UK solar, wind and waste water structures, with a little wind in France. Water presently about 20% of whole.In essence they intend to generate 6% per annum returns, increasing with inflation, from contracts and some government subsidies on clean energy assets.After 3 years NAV rests at 101p and occasional extra assets are acquired, often via the J Laing connection, That's about it.Boring, pays the dividend, if you believe reaI UK inflation is under 3%, nothing else to say!PB.
on track 5.5% yield ...