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John Laing Group (JLG)     

skinny - 01 Apr 2015 07:33

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Listed on 12th February 2015.




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Key facts

John Laing is an international originator, active investor and manager of infrastructure projects. Its business is focused on major transport, social and environmental infrastructure projects awarded under governmental public-private partnership (PPP) programmes, and renewable energy projects, across a range of international markets including the UK, Europe, Asia Pacific and North America.

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John Laing Group's Fundamentals (JLG)

skinny - 26 Aug 2016 08:22 - 28 of 92

HSBC Buy 258.25 275.00 315.00 Reiterates

Barclays Capital Overweight 258.25 270.00 270.00 Reiterates

skinny - 26 Aug 2016 11:07 - 29 of 92

DIRECTOR/PDMR SHAREHOLDING

skinny - 21 Sep 2016 14:39 - 30 of 92

A new high @275p.

CC - 21 Sep 2016 20:52 - 31 of 92

Well picked Skinny. Lovely uptrend on the chart

HARRYCAT - 09 Dec 2016 08:13 - 33 of 92

StockMarketWire.com
John Laing Group, the international originator, active investor and manager of infrastructure projects, says primary investment activity has remained strong in each of its three geographical regions: Asia Pacific, North America and Europe (including the UK).

A pre-close update for the year ending 31 December says that the group's investment portfolio as a whole is performing in line with expectations.

Investment activity:
- Total investment commitments to date of £181 million, in line with guidance for 2016

- Investment commitments in 2016:

* A6 Parkway (Netherlands): £9.0 million

* Intercity Express Programme (IEP) Phase 1 (UK): £37.0 million

* Eight wind farm investment commitments totalling £133.9 million in the UK, Germany, France, Australia and the US

Realisations:
- Total realisations agreed in 2016 to date of £255 million, with aggregate prices achieved in line with portfolio valuation:

* Sale of holdings in British Transport Police and Oldham Housing for £19.5 million (counted towards realisations guidance for 2015)

* Proceeds from a further three completed transactions of £56.4 million

* Agreed sale of 100% holding in A55 road, UK for £28.3 million to JLIF, expected to complete shortly

* Agreed sale of 30% holding in M6 road, Hungary for €26.6 million (estimated £22.5 million), not expected to complete until Q1 2017. This transaction is subject to a number of consents and conditions

* Agreed sale of 29.69% holding in A1 motorway, Poland for €146.9 million (estimated £128.6 million), not expected to complete until Q1 2017. This transaction is also subject to a number of consents and conditions

skinny - 12 Dec 2016 10:30 - 34 of 92

Beaufort Securities Buy 278.25 - - Reiterates

skinny - 12 Dec 2016 14:10 - 35 of 92

Barclays Capital Overweight 279.95 330.00 330.00 Reiterates

skinny - 11 Jan 2017 07:15 - 36 of 92

John Laing Group ("John Laing") Update on disposal of shareholding in A1 motorway project in Poland

11 January 2017

On 4 November 2016, John Laing Group plc ("John Laing"), the international originator, active investor and manager of infrastructure projects, announced that it had entered into an agreement to dispose of its 29.69% investment in Gdansk Transport Company S.A. ("GTC") to FS Amber Holdings B.V. ("FS Amber") for €146.9 million (£131.0 million) subject to certain reductions and adjustments. Completion of the sale was subject to obtaining various consents and satisfying certain conditions.

Since that announcement, as a consequence of the exercise of pre-emption rights by a co-shareholder in GTC, NDI Autostrada SP. Z.O.O. ("NDIA"), John Laing has entered into an agreement to dispose of its investment in GTC to NDIA, for the same price and on the same terms as to potential reductions and adjustment to final consideration as previously agreed with FS Amber.

Completion of the disposal to NDIA is subject to obtaining certain consents and satisfying certain conditions and is expected to occur within the first quarter of 2017.

skinny - 07 Mar 2017 07:15 - 37 of 92

RESULTS FOR THE YEAR ENDED 31 DECEMBER 2016



John Laing Group plc (John Laing or the Company or the Group) announces its audited results for the year ended 31 December 2016.



Highlights

· 14.3% increase in Net Asset Value (NAV), from £889.6 million at 31 December 2015 to £1,016.8 million

· NAV per share at 31 December 2016 of 277p (31 December 2015 - 242p)

· New investment commitments of £181.9 million (2015 - £180.5 million)

· Realisations of £146.61 million from the sale of investments

· Profit before tax of £192.1 million compared to £106.6 million (pro forma) in 20152

· Earnings per share of 51.9p (2015 - 27.6p pro forma)

· 30% increase in external Assets under Management (AuM) to £1,472 million3

· Cash yield from investment portfolio of £34.8 million (2015 - £38.9 million)

· Continuing international growth including the Group's first offshore wind farm investment and first renewable energy investment in the US

· Final dividend of 6.3p per share in line with policy (including a special dividend of 2.6p per share), giving a total 2016 dividend of 8.15p (2015 - total dividend of 6.9p)



Olivier Brousse, John Laing's Chief Executive Officer, commented:

"2016 has been another good year for John Laing with strong growth in NAV and dividends. Our origination platform is working well as shown by our increasingly diversified and growing pipeline of opportunities, while our portfolio of projects under construction is well balanced and actively managed by experienced teams, allowing us to deliver steady results. We are well organised and positioned to take advantage of future opportunities in order to continue to move our business forward while controlling our costs and our risks. "

Notes:
1. Realisations include £19.5 million in respect of British Transport Police and Oldham Housing transactions which counted towards guidance for 2015.
2. Profit before tax from continuing operations of £192.1 million (2015 - £100.9 million) and from discontinued operations of £nil (2015 - £5.7 million).
3. External AuM based on published portfolio values of JLIF and JLEN at 30 September 2016.

A presentation for analysts and investors will be held at 9:00am (London time) today at The Lincoln Centre, 18 Lincoln's Inn Fields, London WC2A 3ED. A conference call facility will also be available using the dial-in details below.

Conference call dial in details:

UK: 020 3059 8125
Other locations: +44 (0) 20 3059 8125
Participant password: John Laing Conference Call

Participant URL for live access to the on-line presentation:

http://www.investis-live.com/john-laing/58b6c29a146fbc10004bcf54/gfasdgdafg

skinny - 16 Mar 2017 12:48 - 38 of 92

Berenberg Buy 265.50 330.00 340.00 Reiterates

skinny - 21 Mar 2017 04:35 - 39 of 92

John Laing forced to broaden its horizons

skinny - 23 Mar 2017 07:48 - 40 of 92

22 Mar Peel Hunt Buy 0.00 344.00 384.00 Reiterates
22 Mar Barclays Capital Overweight 0.00 - 345.00 Reiterates

skinny - 19 Apr 2017 13:59 - 41 of 92

Interesting uncrossing trade earlier @298.90.

skinny - 10 May 2017 16:40 - 42 of 92

A new high @299.40p.

HARRYCAT - 11 May 2017 10:47 - 43 of 92

Don't suppose there is a chance of putting JLIF chart in the header please skinny?
Not really worth starting a new thread for it, but the two seem to roughly mirror each other. Maybe a smaller chart???

skinny - 11 May 2017 14:38 - 44 of 92

Done.

HARRYCAT - 12 May 2017 13:04 - 45 of 92

Thank you. Steady yield, which is what I am looking for.

skinny - 19 May 2017 08:15 - 46 of 92

John Laing Infrastructure Fund - JLIF
Trading Update Statement


HIGHLIGHTS
· Underlying growth in Portfolio value for the three months to 31 March 2017 of 1.9% to £1,217.6 million on a rebased value of £1,195.2 million1

· Net Asset Value2 ("NAV") of £1,214.9 million as at 31 March 2017, including £31.3 million of cash allocated to the dividend to be paid in May 2017

· NAV per share as at 31 March 2017 of 122.9 pence cum-div (119.4 pence ex-div), an increase of 2.7 pence due to underlying portfolio growth over the period, and the NAV accretive equity issuance in March 2017

more.....

skinny - 06 Jun 2017 06:52 - 47 of 92

James Carthew: John Laing diversifies overseas
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