PodcastInvestor Meet Company - Audio ArchiveOctober 21, 2026
MIGO OPPORTUNITIES TRUST PLC - Investor Presentation relating to the quarter ending 30 September 2026
MIGO's concentrated, activist portfolio of discounted UK investment trusts returned -0.6% in Q3 but 14% NAV since its June 2025 relaunch.
- Quarterly performance: MIGO was down 60bps in Q3 2026 (quarter ending Sept 30), but has delivered ~14% NAV return and ~16% share price return since its June 2025 strategy relaunch.
- Gresham House Energy Storage: largest contributor; trades near 94p vs NAV of ~130p, benefiting from Iran-driven gas prices pushing electricity spreads and record September battery revenues since Dec 2022; board rejected a formal sales process.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.