CORDCordiant Digital Infrastructure Limited
125.00GBP+0.40%Mkt Cap: 1.22B $P/E: 5.93

Cordiant Digital Infrastructure Limited is an infrastructure investment fund specializes in investments in buy & build, capital expenditure and bolt-on acquisitions and digital infrastructure assets in the middle-market.…

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Cordiant Digital, Helium One, Active Energy, Gaming Realms, Frontier IP, Allergy Therapeutics

Cordiant Digital Infrastructure (LSE:CORD, FRA:86L) has secured two new customer agreements at its Hudson Interxchange data centre in New York, lifting contracted capacity to around 80% of the floor's saleable space. Billing on the first contract starts in September, with full deployment expected by year-end. Helium One Global Ltd (AIM:HE1, FRA:9K3) says its Colorado joint venture has completed its first helium sale under a short-term offtake agreement after its second commercial helium trailer delivery. With regular exchanges now scheduled, the focus is shifting towards recurring sales and cash flow as production stabilises. Active Energy Group PLC (AIM:AEG, OTCID:AEUSF) is expanding its UAE strategy beyond AI data centres into water, energy and critical infrastructure. Management says growing AI facilities need not just power but also secure water supplies for cooling. Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1) says core content licensing revenue grew 9% in the first half despite a sharp rise in UK gambling tax. The company has now entered 33 regulated markets, including Alberta on its first day of legalised online gaming. Frontier IP Group PLC (LSE:FIPP, FRA:8WT) says portfolio company Pulsiv has appointed Delta Matrix as its first manufacturing partner for products using its energy-efficient OSMIUM power conversion technology. The deal targets a market of around 600 million USB-enabled socket installations per year. Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF, FRA:HHU) has appointed former HSBC banker Helge Weiner-Trapness as executive chairman as it explores a dual primary listing in Hong Kong. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy Follow us and subscribe on YouTube, our social channels, and on proactiveinvestors.co.uk.

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Cordiant Digital Infrastructure Ltd (LSE:CORD) Full Year 2026 Earnings Call Highlights: Strong ...

Cordiant Digital Infrastructure Ltd (LSE:CORD) reports impressive revenue and NAV growth, while addressing challenges and outlining future strategies.

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Cordiant Digital, FGEN, BSF Enterprise, Quantum Blockchain, London BTC, Rome Resources

Cordiant Digital Infrastructure (LSE:CORD) has reported a strong year, delivering a 16.3% total NAV return and growing revenue by 9.9%, supported by data centre growth. The company's also joined the FTSE 250, a move that's expected to broaden its investor base. Foresight Environmental Infrastructure (LSE:FGEN) has raised its dividend for a 12th consecutive year, and is targeting 8.04 pence per share for next year. The portfolio delivered a positive NAV total return of 6.2%, and growth is coming from assets it already owns, including its anaerobic digestion portfolio and CNG Fuels platform. BSF Enterprise (LSE:BSFA) made global headlines with the world's first T-Rex Leather handbag, and while the Paris auction reserve wasn't met, it caught the eye of major sportswear and automotive companies. The CEO says they weren't looking at the bag; they were looking at the technology behind it. Quantum Blockchain Technologies (AIM:QBT) has incorporated BlocKeeper, a venture that aims to generate Bitcoin through hash power rather than expensive mining rigs. It's heading for an Aquis listing, with documentation drafted and investor meetings underway. London BTC Company (LSE:BTC) has picked up a third Nevada gold project called Teep, with early sampling results the CEO describes as "quite outstanding." The Walker Lane location puts it close to some of Nevada's best-known mining districts. Rome Resources (AIM:RMR) has started small-scale mining at its Kalayi tin project in the Democratic Republic of Congo, a key step towards securing a full mining licence. Drilling assays and an updated resource estimate are due soon. Follow us and subscribe on YouTube, our social channels, and on proactiveinvestors.co.uk.

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Cordiant Digital Infrastructure: 16.3% NAV return, FTSE 250 entry & 100MW data centre upside

Cordiant Digital Infrastructure (LSE:CORD) chairman Steven Marshall and CFO Andrew Ewe joined Proactive's Stephen Gunnion to discuss annual results, portfolio performance and growth opportunities. The company delivered a 16.3% total NAV return, with NAV per share rising to 146p. Revenue grew 9.9% and EBITDA by 7.8%, supporting a further dividend increase. Since IPO, Cordiant has deployed £795 million into digital infrastructure assets, generating a 14% annualised NAV total return over five years. The company's recent inclusion in the FTSE 250 is expected to broaden its investor base. Marshall highlighted data centre growth at Czech Republic-based CRA, where the Prague Gateway facility could scale from 26MW to 100MW. "The demand for our assets continually grows," he said, "which gives the wind at our backs in terms of growing revenues, EBITDA and cash flows." The pair also covered the integration of BT Ireland's fibre assets into Speed Fibre, expansion of Emitel's mobile tower portfolio, and opportunities in 5G broadcasting, emergency warning systems and smart city infrastructure. For more Proactive interviews, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #CordiantDigitalInfrastructure #FTSE250 #DigitalInfrastructure #DataCentres #Telecoms #FibreNetworks #MobileTowers #InfrastructureInvesting #DividendGrowth #DataCenterGrowth #Telecommunications #Investing #UKMarkets #StockMarket #ProactiveInvestors

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Cordiant Digital expects main market shift to unlock liquidity and broaden investor access

Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L) Chairman Shonaid Jemmett-Page and Cordiant Digital Infrastructure Executive Chairman Steven Marshall discuss CORD’s move to the London Stock Exchange main market, and why they see it as a major milestone. They outline how five years of portfolio growth, dividend delivery and NAV performance have positioned CORD for the next stage, while the move could boost liquidity, visibility and investor access - particularly for retail shareholders. Marshall also explains why the strategy remains unchanged, with continued focus on telecom towers, data centres and fibre, and how potential index inclusion could broaden the shareholder base further. For more videos like this, visit Proactive's YouTube channel, give this video a like, subscribe to the channel, and enable notifications so you never miss an update. #CordiantDigital #DigitalInfrastructure #LSE #Investing #InfrastructureInvesting #Telecoms #DataCentres #FibreNetworks #DividendInvesting #UKStocks #FTSE #InvestorNews #ProactiveInvestors #MarketUpdate #GrowthStrategy

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Cordiant Digital Infrastructure: Unlocking 5G broadcast value

Cordiant Digital Infrastructure's executive chairman Steven Marshall and Kevin Moroney, managing director of Broadcast Infrastructure, tell Proactive's Stephen Gunnion that 5G broadcast has the potential to fundamentally change how video content reaches audiences - delivering TV to any device with a 5G chip, with no mobile data required and no dependence on traditional network coverage. The conversation covers the commercial opportunity for broadcasters and advertisers, as well as practical use cases including emergency alerts and government messaging - areas where regulators are taking a growing interest given the technology's resilience when conventional networks fail. Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L) is already in the mix, with live video delivery trials completed by several portfolio companies for the European Commission across multiple European markets. For more videos like this, visit the Proactive YouTube channel, give this video a like, subscribe, and enable notifications so you never miss future content. #5GBroadcast #CordiantDigitalInfrastructure #DigitalInfrastructure #Telecoms #BroadcastTechnology #5GTechnology #MediaTech #InfrastructureInvesting #Telecommunications #FutureOfTV #DataTransmission #EmergencyAlerts #TechInnovation #EuropeanMarkets

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Cordiant Digital: FTSE 250 move, Q3 update & growth outlook

Cordiant Digital Infrastructure Management chairman Steven Marshall talked with Proactive's Stephen Gunnion about the company’s strategy, portfolio performance and growth outlook alongside Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L) CFO Andrew Ewe. Marshall discussed the strategic importance of the company’s plan to migrate its listing to the UK Official List and potentially enter the FTSE 250. The move is expected to increase visibility and accessibility for investors. He explained that after nearly five years of building a diversified portfolio and delivering strong growth, the company believes it has the track record to support the transition. Ewe also highlighted key figures from the company’s trading update, noting strong operational performance across the portfolio. Revenue for the nine months to December rose 8.9% while EBITDA increased 7.1%, supported by new contracts, inflation-linked revenues and recent acquisitions. Dividend coverage remains robust at 1.8 times adjusted funds from operations. The discussion also covered strategic investments and developments across the portfolio, including the acquisition of Nangu.TV in the IPTV and OTT streaming sector and progress on a flagship 26-megawatt data centre development near Prague. According to Ewe, the group also maintains strong financial flexibility with approximately £241 million in liquidity available for further investment. Looking at the broader sector, Marshall emphasised that digital infrastructure continues to benefit from structural growth drivers such as remote working, fibre connectivity, cloud computing and the rapid rise of artificial intelligence. As Marshall explained, “we are in a sector which is almost intuitively quite high growth.” He added that demand for mobile networks, fibre connectivity and data centre capacity is accelerating as AI and digital services continue expanding globally. For more videos like this, visit the Proactive YouTube channel, give the video a like, subscribe to the channel and enable notifications so you never miss future updates. #CordiantDigitalInfrastructure #DigitalInfrastructure #DataCentres #AIInfrastructure #FibreNetworks #TelecomInfrastructure #FTSE250 #CloudComputing #InvestorUpdate #LSE

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