Update from QuotedData

Pantheon Infrastructure PLC

07 March 2024

 

 

Pantheon Infrastructure - Update from QuotedData

7^th March 2024

Compelling opportunity

At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive net asset value (NAV) return over this period, despite increasingly challenging economic conditions, is a testament to the execution of the fund's advisers, and the stability of its assets.

Whilst the company's share price has fallen, this is more a reflection of negative market sentiment towards the broader infrastructure sector than any fundamental weakness on the part of PINT.

Promisingly, as the rate of inflation began to trend lower, sentiment towards the listed infrastructure sector improved steadily, particularly for companies such as PINT which maintained financial discipline as funding costs rose. Over the last few weeks, discounts to NAV have widened once more due to the rebound in inflation. However, despite these short-term fluctuations, we believe the PINT portfolio remains well positioned for significant growth.

Full Research:

https://quoteddata.com/research/pantheon-infrastructure-compelling-opportunity-qd/

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NB: Marten & Co was paid to produce this note on Pantheon Infrastructure Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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