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Investment Companies Daily: BPCR ARCHIMED loan drawn, JPEL update, MIGO final results
研报英文原文证据摘录
Investment Companies Daily: BPCR ARCHIMED loan drawn, JPEL update, MIGO final results
der its discount control, BPCR is required to use up to Gresham House Energy Storage 4.5
$50m over a calendar year to repurchase shares until the discount over a two JPMorgan EMEA Emg Mkts 5.8
RIT Capital Partners 7.0
week period is less than 5%. We estimate that BPCR has spent $6.6m on -20 -15 -10 -5 0 5 10
buybacks in CY 2026. We are Overweight. Source: LSEG Datastream
• JPEL Private Equity (JPEL, Neutral) - Post Close Statement/Board Largest movers over the last month (%)
Update - In December, JPEL Private Equity (JPEL, Neutral) began the orderly SDCL Energy Efficiency Income -15.9
refreshment of its Board as two of its three Directors had served for at least nine Gabelli Merger HomePlus+ REITTrust -15.1-12.2
years. The first stage commenced at that time, with Sean Hurst stepping-down Partners Group Private Equity -11.0
as Chair and Tony Dalwood becoming Chair to see through the succession BlackRock World Mining Trust -10.3
plan. As part of this process, in April JPEL welcomed two new Non-Executive Gresham House EnergyRTW VentureStorage 10.914.7
Directors - Roy Barrett and Mark Ambrose (Non-Independent). Mr Barrett 3i 16.3
joined as Chair Designate and following a six-month transition period will take International Biotechnology 19.2
Biotech Growth 24.5
on the Chair role once JPEL’s Annual Financial Report is completed in
-30 -20 -10 0 10 20 30
October, at which point Mr Dalwood will step down from the Board. Source: LSEG Datastream
• Cost reductions: Following agreement from related service providers,
accounting and administrative expenses have been reduced from ~$400,000 in
2025 to an annual rate of $150,000 effective as of January 2026.
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