Greencoat UK 💨 - UKW

One more link and then I’ll stop ranting…

I’ll never understand how anyone with a life expectancy of over 10 years left would vote for a party that’s done this. The climate is unravelling around us, crops are failing in the UK this year because of the record breaking rains over the last 18 months. We’re already screwed, it’s just a question of how screwed.

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We don’t really have the land for it, it’s finite and there’s much better use for the land we have. So I don’t mind this. UKW shifted their alliance of offshore wind to accommodate.

Offshore is where the UK has a huge advantage, it’s a little more expensive but we can build taller and much larger fields

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They really do rocket every time there’s even a modest rally in gilts. You can tell there’s always people hovering over the buy button on the renewable trusts.

Gore street in particular is such a bargain. NESF as well, just slightly more leverage involved there. Both trading like the dividend is going away yet their cover will actually increase. They’re going to re-rate or eventually get liquidated, shareholders win either way.

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You rant on matey. I’m not going to argue with any of that.
Roll on Election night special.

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Greencoat must have a large store, how common is it for a company to hold so many shares as a percentage, it’s nearly 90% ?

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Put that down to an AI brain fart I guess. They have ~20M shares in treasury, not ~20B.

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Blimey another poor week starts. Going to go and buy some Rolls Royce to make my portfolio look less poorly.

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With the recent news that 9 offshore wind farm contracts have been awarded in the UK government auction, does anyone know how to see which companies won these as would be interested to see if any companies I am invested in (predominantly UKW, ORIT and TRIG) took part?

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This site is worth registering for. You can get updates and watch live streams of presentations.

There might be some news in the next investor presentations though I appreciate it would be great to get some info before then.

https://citywire.com/investment-trust-insider often carries news on these trusts too.

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Oh great thank you, I will take a look.

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