Analyst interview | Investment Companies Q&A on ICG Enterprise Trust (ICGT) | Operating companies’ widening margins and strong EBITDA growth  ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark Thomas discusses the recent performance and strategic direction o [ … ]

Hardman & Co Research on ICG Enterprise Trust plc: Portfolio: 14% EBITDA growth + widening margins   The key message from ICGT’s 1HFY’25 results (to July) is the continued strength of the operating companies, which delivered an average 14% LTM EBITDA growth. Margins have widened by ca.5% (average revenue growth 9.4%), which should help alla [ … ]

Analyst interview | Investment Companies Q&A on ICG Enterprise Trust (ICGT) | Value added by defensive growth strategy  ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark delves into the insights and strategies outlined in his recent report CM day 2024: defe [ … ]

Hardman & Co Research on ICG Enterprise Trust (ICGT): CM day 2024: defensive growth value creation   The key messages from ICGT’s June 2024 shareholder seminar were i) ICGT has a focused and differentiated investment strategy with a dedicated investment team, ii) operating performance remains strong and capital structures are well positioned [ … ]

Analyst interview | Investment Companies Q&A on ICG Enterprise Trust (ICGT) | Portfolio companies growing earnings and widening margins  ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark looks at the performance of ICGT’s portfolio companies, examining the  [ … ]

Hardman & Co Research on ICG Enterprise Trust (ICGT): FY'24 portfolio companies performing strongly   The key message from ICGT’s FY’24 results (to January) is the continued strength of the operating companies, which keep delivering mid-teen EBITDA growth. Despite challenging markets, margins have widened, which should help allay some concer [ … ]

Analyst interview | Investment Companies Q&A on ICG Enterprise Trust (ICGT) | Analysing the risk and reward opportunity for investors  ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co, joins DirectorsTalk Interviews. In this interview, Mark discusses his recent report entitled 'Putting th [ … ]