Comments on: My Q3 2023 Portfolio Review https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/ Exploring the world of investment trusts Fri, 06 Oct 2023 16:06:56 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: ITinvestor https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/#comment-11402 Thu, 05 Oct 2023 09:17:03 +0000 https://www.itinvestor.co.uk/?p=6140#comment-11402 In reply to David Burton.

Yes, I’m keeping a close eye on GRID as you might expect. I emailed the company to get some clarity on the debt facility as well but am yet to hear back. Guest made some pretty confident claims about revenues rebounding and dividend cover being restored as new projects come online, so investors will want to see those happen for confidence to be restored. Raising cash just before a downturn is never a good look!

]]> By: David Burton https://www.itinvestor.co.uk/2023/10/my-q3-2023-portfolio-review/#comment-11401 Thu, 05 Oct 2023 08:18:46 +0000 https://www.itinvestor.co.uk/?p=6140#comment-11401 Very interesting review, in particular the commentary on GRID which has been a real shocker of late and has now moved out to a 33% discount. However, I am taking taking some comfort in my more resilient global equity holdings such as JGGI and BUT.

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