Pebb Capital’s Post

Recently had the pleasure of hosting another successful private event in Coral Gables with clients and friends. I spoke about the Chief Investment Office's views on the markets, including the use of alternative investments such as Private Credit, Infrastructure and Commercial Real Estate in client portfolios. If you're interested in finding out if you qualify for alternative investments, send me a message to start a conversation. A special thanks to Thomas Schneckner, CIMA® and Taylor Krofcheck, CFA for joining in on the conversation. #PrivateCredit #Infrastructure #AlternativeInvestments

With investor engagements on the rise, people often wonder what does that look like, where do you start, and what happens next? This recent article on BusinessDesk NZ is a great overview of some of the nuances around engagement, from Code Founding Signatory, Milford: https://lnkd.in/g9qjfcpM

https://lnkd.in/epAStPzy CNL Strategic Capital LLC – a publicly registered non-traded limited liability company externally managed by CNL Strategic Capital Management LLC and Levine Leichtman Strategic Capital LLC – declared a total net asset value of $1.16 billion, an approximate 1.84% increase from the previous month’s $1.14 billion. CNL Strategic Capital #CNLStrategicCapital #alternativeinvestments #netassetvalue #NAV #valuation #fairvalue #distributions #MAP #middlemarketbusinesses #equity

We always put the needs of our clients first. It is at the centre of our wealth management philosophy and the heart of our business. An approach which aligns well with the principles of our new partner Blacktower Financial Management Group and their Chairman John Westwood. Find out more on why we have been named the new manager of the Blacktower Nexus Libero Global Portfolios ↓ https://lnkd.in/emgQ32sZ #wealthmanagement #investmentmanagement #retirementplanning #financialadvice

🔍 SunPower Corporation's Bankruptcy: Implications for Investors and the Solar Energy Sector 🌞📉 In a significant blow to the solar energy sector, SunPower Corporation (NASDAQ: SPWR), a leading manufacturer of solar rooftops and panels, has filed for Chapter 11 bankruptcy. This development follows a series of financial struggles exacerbated by changing state subsidies and high operational costs, particularly in California. Bankruptcy Filing and Operational Wind-Down 📑 SunPower, alongside nine of its affiliates, filed for voluntary bankruptcy in Delaware, citing assets and liabilities ranging between $1 billion to $10 billion. The company plans to gradually wind down its operations while selling off certain assets and liabilities. This decision marks a dramatic end for a company that once stood at the forefront of residential solar technology and energy solutions. Impact of Market Headwinds 🌬️ The solar industry has faced significant challenges, including fluctuating state subsidies and consistently high rates in key markets like California. These factors have driven away potential solar customers, severely impacting SunPower's business model. In 2024 alone, SPWR shares plummeted by 83.3%, leading to operational halts, mass layoffs, and negative analyst reactions. As of the latest update from Google Finance, SunPower's stock stands at $0.81, reflecting an annual cumulative loss of 83.44%. In after-hours trading, the stock further decreased to $0.80, a drop of 1.11% from the previous close. Stalking Horse Agreement with Complete Solaria🐴 As part of the bankruptcy proceedings, SunPower has entered into a Stalking Horse Agreement with Complete Solaria (CSLR), a California-based solar technology solutions provider. This agreement involves the sale of SunPower’s Blue Raven Solar Business, New Homes business, and non-installing Dealer network, along with certain related debt, for $45 million in cash. Notably, SunPower had acquired Blue Raven for $165 million in 2021, highlighting the financial toll of its struggles. A stalking horse bid sets a baseline offer that must be surpassed by other potential bidders. This agreement, pending Court approval, is expected to close by mid-to-late September. SunPower aims to sell its remaining assets in an orderly manner, liquidate any residual assets, and fully wind down operations. Analyst Insights and Stock Outlook 📊 The TipRanks Bulls Say, Bears Say tool provides valuable insights into SunPower’s dire state. Bears have highlighted concerns about SunPower's financial position, ongoing SEC investigations, and equity dilution—signaling that the company was heading towards inevitable trouble. Investment Perspective: Is SunPower Corporation Stock a Good Buy? 💡 Given the recent bankruptcy filing, SPWR stock is currently not a recommended buy. #SunPower #Bankruptcy #SolarEnergy #InvestmentStrategy #CostOfEquity #FinancialAnalysis #MarketHeadwinds #RenewableEnergy #StalkingHorseBid #ESG

Why Anglo Scottish Asset Finance? Simply put because we’re really good at what we do. With years of experience and a dedicated team of experts, we have honed our skills to provide top-notch financial solutions tailored to your needs. 

As commercial property managers, assets managers and owners, your paved assets as critical investments. Our P3 Maintenance program extends their lifespan and cuts your total cost of ownership. Learn more: https://bit.ly/4dPIpFc #RAMPavement #PavedAssetManagement

🔍 Energy Industry Consolidation: $300B in 2 Years The energy sector has seen massive consolidation, with $300B in deals over the past two years. Key takeaways: • Private equity space contracted, now $20-30B dry powder capacity • RBL market shrunk from 50-60 banks to 25-30 • Financing more focused post-shale revolution • Increased discipline in acquisitions: more equity, manageable leverage, prioritized liquidity • New investors (family offices) filling gaps left by major institutions. Despite challenges, the industry shows stability due to financial discipline. The next downcycle will test this new model, but experts are cautiously optimistic about the future. #EnergyIndustry #MergersAndAcquisitions #FinancialDiscipline

Burford Capital Reports Record 2023 Results Burford Capital Limited (“Burford”), the leading global finance and asset management firm focused on law, today announces its fourth quarter and full year 2023 results. In addition, Burford has made available an accompanying fourth quarter and full year 2023 results presentation, a shareholder letter and capital provision-direct and capital provision-indirect asset data tables on its website at https://lnkd.in/eXmz6bbf. Christopher Bogart, Chief Executive Officer of Burford Capital, commented: “Burford had an extraordinary year. Our earnings per share rose 19x to $2.74, driven by a tripling of consolidated total revenues to $1.1 billion in 2023 due to significant growth in capital provision income, with and without our YPF-related assets. We achieved a Burford-only net income margin of 63%. With the courts fully back in business, we had an active year and we anticipate further substantial levels of activity in 2024 and 2025. Increased portfolio velocity was reflected in record core legal finance realizations, cash receipts and realized gains, as well as sizeable unrealized gains arising from the portfolio moving forward. Our ROTE soared to 32% in 2023 from 2% in 2022, and we increased tangible book value by 34% to $9.85.” https://lnkd.in/eMnvr_jb #litigationfinance #litigationfunding #litfin #legalfinance

At Stableford Capital, we specialize in crafting investment strategies that not only manage, but master risk, ensuring your legacy thrives in any market condition. Our balanced investment approach harmonizes risk and return, mixing different asset classes within a portfolio for stable risk-adjusted returns. This strategy, preferred over purely defensive tactics, ensures both capital preservation and growth. Read more at the link in the comments. #StablefordCapital #TheStablefordWay #Assetmanagement #Activevpassive #WealthManagement https://lnkd.in/g_TsWHb6