Nice rise across the board today, ive topped ip some more but def maxed out till payday :).
I reckon anything under 50p is a bargain for this share so I’ll probs buy another 3000 ish over the next few months to get there.
I suspect this will recover quite quickly once we hear confirmation of the tax credit
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Unaudited nav of a £1 you would think there is potential good upside here
https://www.lse.co.uk/rns/GSF/unaudited-nav-and-dividend-declaration-p37na1p544oxot5.html
Anyone know why the battery stocks have had a good morning so far!!
Ah foresight buyin harmony for 84p a share
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GRID up 12% GSF up 5%.
Guessing but I reckon they are now both on the same discount…yet GSF is paying a dividend Grid is not?
Potentially a bidding war too so huge validation of NAVs. And remember:
a) battery funds were trading at 30-50% below already distressed renewable valuations.
b) GSF’s NAV is more conservative than the others so its trading at just 5x EBITDA, with a net cash position after IRA credits. It’s actually quite silly when you think about it.
Even if you ignore all of this and accept the asset class should be punished for its merchant risk, GSF has been in the process of essentially doubling in operational size, which the market has resoundingly discounted to be worth..£0. This is a classic example of completely irrational behaviour which is usually rectified in time, as HEIT has demonstrated today.
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I’m very happy to see a 52p sp today. I managed to buy a few more to get to 8000 but I’ll hold off till after ex dividend day now. Target is 1000
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Well the n ext dividend announcement will be interesting see if we get 4 /4.5 pence to give us the yearly target of 7/7.5p!
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Happy ex dividend day everyone. Slight drop this morning but that’s ok. I will be happy if we stay in the right side of 50p
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This and trig have shown signs of improvement in the last week after months of decline.
Finishing up a penny on exdividend day is an unexpected success
I know I was expecting the ex div drop so didn’t buy any more. Oh well at least the shares are worth what I paid for them.
Sold GRID in my ISA and spent most of it on GSF. Might as well get paid to wait for an upgrade.
Up 6.75% so far but no doubt I would have done just as well with GRID but as stated I will get paid to wait GSF
As of today I’m up 2% which I am very happy with not including the dividend couldn’t be happier 
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Well hopefully rise to 68p now they have realised its value with the heit offer
Wouldn’t that be something. I think I’d be tempted to sell at that price unless they increased the dividend of course
Drax had also bid for heit explaining the rise for gore today.
I’m adding to almost all my renewable holds quite regularly. The value (being ignored) on offer is simply too enticing and the fact market participants are echoing that publicly speaks volumes to me. Also allowing me to tilt defensively ahead of a US recession.
Wish I could predict the future like you!
I probably should have added potential, but at the end of the day it’s the trajectory of growth/slowdown that matters for sentiment, rotation and rates.