Adelaide Capital’s Post

In recognition of Invico Diversified Income Fund’s (“IDIF”) eleventh anniversary, we are excited to highlight eleven key differentiators and strengths that have contributed to the Fund’s long-standing success and performance. These qualities have helped IDIF stand out in the market and continue delivering value to our investors year after year. #alternativeinvestments #wealthmanagement #assetmanagement #investing #alternatives #privatemarkets #energy

There are so many things said in this Webinar that I fundamentally agree with : (1) commodity supercycle is a capex supercycle; (2) LNG on water needs to be settled physically; (3) For the golden age of LNG we need deep forward markets; (4) LNG will be priced more spot rather than term basis. What is reality? (1) In LNG we are in the midst of this capex supercycle but production in 2024 had nothing to show for it. We only managed 0.2% "growth" so far this year Ira Joseph; (2) Nobody would have any qualms if Europe allows TTF to be hyper speculative - open interest on TTF is 17 times the underlying deliverable Seb Kennedy - but I believe developing countries all have big problems with regional gas hub price influencing price of LNG on water. Without the physical dimension, one can benefit on the up but do not suffer on the way down; (4) Big producers pushing the oil indexed term contracts but I do see how the business model of national gas/power utility under-writing the SPAs for baseload power generation can grow leaps and bounds in developing countries. Vietnam has put a cap on maximum tariff of 10 cents/kwh whilst the national market makers in Pakistan/Bangladesh/Thailand/India have lost lots of money importing LNG to replace domestic gas, the ability to subsidise LNG is not unlimited. I really salute Abaxx Commodity Futures Exchange and Clearinghouse at what it has accomplished so far, maybe we can build a storage hub in our part of the world which can act as buyer of last resort for LNG on water? Huge undertaking but very worthwhile.

"We haven't scratched the surface yet." If you missed Abaxx Founder and CEO, Josh Crumb, Abaxx Commodity Futures Exchange and Clearinghouse's Chief Commercial Officer, Joe Raia and Independent Abaxx Director, Jeff Currie on today's webinar with Investor Cubed Inc. — we have you covered. During the session, Chief Strategy Officer of Energy Pathways at Carlyle, Jeff Currie told attendees: "Take #energy investment. It needs to double between 2027 or 2028. Order books are up but they're up maybe 25-30% right now — we're not close to doubling. As that demand starts to come in, these instruments like what Abaxx is providing, that's going to be the critical point that gets these markets up and running." Get the rest of your #tech and #commodities update at the 🔗 below! https://lnkd.in/gJXV-ZHJ

Since its inception in 2013, Invico Diversified Income Fund (“IDIF”) has striven to meet investor needs, maintaining an over ten-year track record by never gating or missing a quarterly liquidity event or monthly distribution. This achievement is a testament to the Fund’s robust and diversified approach to generating consistent, reliable cash flows. Our commitment to strategic and flexible investment solutions has allowed us to adapt to changing market conditions while delivering monthly income and positive annual returns for our investors. Over the coming weeks, we will dive into some examples of our commitment to investor confidence, with this first post focusing on some examples of our payback terms, which can include: • Flexible loan terms ranging from one year to three years, tailored to ensure liquidity while maximizing returns. • Short-term energy working interest engagements under three years, contributing to dynamic, ongoing cash flow. By prioritizing these flexible and strategic payback terms, IDIF not only enhances liquidity but also ensures a steady stream of income into the Fund, reinforcing the stability of our portfolio. This disciplined approach underscores our dedication to trying to attain dependable and sustainable returns for our investors. Stay tuned for our next post, where we’ll cover IDIF’s ability to generate recurring income from a variety of sources. Contact us today to learn more about IDIF's strategy for meeting investor needs: info@invicocapital.com. #privatecredit #privatedebt #energy #oilandgas #alternativeinvestments #investing #wealthmanagement

Our latest newsletter will be released soon! If you want to keep up to date with the latest developments at Protea Capital Management and get more insight into our thinking, follow the link to our website and subscribe: https://lnkd.in/dQ9wRjKe #Protea #Newsletter #Update

As we embrace a new year, let's highlight the pivotal moments that shaped 2023. Read SEDCO Capital's 2023 Year-End Review Report here: https://rb.gy/a9fp9m #SEDCO_Capital #Markets_review

On-demand Webinar – Exploring PSAB’s Exposure Draft, “Tangible Capital Assets, Proposed Amendments to Section PS 3150” Watch a recording of our on-demand webinar to explore key proposals in PSAB’s Exposure Draft, “Tangible Capital Assets, Proposed Amendments to Section PS 3150.” By viewing this webinar and completing the quiz, you may fulfill your CPD requirements. https://ow.ly/gfyo50RgbQl

On-demand Webinar – Exploring PSAB’s Exposure Draft, “Tangible Capital Assets, Proposed Amendments to Section PS 3150” Watch a recording of our on-demand webinar to explore key proposals in PSAB’s Exposure Draft, “Tangible Capital Assets, Proposed Amendments to Section PS 3150.” By viewing this webinar and completing the quiz, you may fulfill your CPD requirements. https://ow.ly/bqav50QYNmM

Our latest newsletter will be released soon! If you want to keep up to date with the latest developments at Protea Capital Management and get more insight into our thinking, follow the link to our website and subscribe: https://lnkd.in/dQ9wRjKe #Protea #Newsletter #Update

Supercharge your SMSF property investments with Accurium's exclusive webinar series! Gain insight from industry experts and learn how to navigate the regulatory landscape. Click the link below to learn more. https://lnkd.in/giRwEEPD