One more link and then Iāll stop rantingā¦
Iāll never understand how anyone with a life expectancy of over 10 years left would vote for a party thatās 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. Weāre already screwed, itās just a question of how screwed.
We donāt really have the land for it, itās finite and thereās much better use for the land we have. So I donāt mind this. UKW shifted their alliance of offshore wind to accommodate.
Offshore is where the UK has a huge advantage, itās a little more expensive but we can build taller and much larger fields
They really do rocket every time thereās even a modest rally in gilts. You can tell thereās 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. Theyāre going to re-rate or eventually get liquidated, shareholders win either way.
You rant on matey. Iām not going to argue with any of that.
Roll on Election night special.
Greencoat must have a large store, how common is it for a company to hold so many shares as a percentage, itās nearly 90% ?
Put that down to an AI brain fart I guess. They have ~20M shares in treasury, not ~20B.
Blimey another poor week starts. Going to go and buy some Rolls Royce to make my portfolio look less poorly.
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?
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.
Oh great thank you, I will take a look.
@CashCow Thank you. This is a great resource 
Ive seen those they are good ā¦ im sure its one of the ukw ones with questions at the end and some pensioner is getting on the chairmans wick i thought he would get up and throw him out!!lol im sure its ukw or it was octopus energy
I watched that one too. I thought they handled it really well, they answered a lot of the guyās questions and invited him to hang around afterwards for a chat.
He wasnāt anymore out of place than I am in his kind of thing, except Iām not there in person, Iām watching it online. Whilst stood in a field.
I have just started a position here.
Main reasons are notable historic discount to Nav of 17% and a share price near all time lows.
Despite this, the dividend has steadily increased and the company appears to be a decent shape.
Scrolling back in time and this was trading at a healthy premium before the 2022 interest rate increases, with rates due to keep falling lowering the cost of capital, this appears to be a decent entry point for the medium term to long term.
Thoughts?
The discount and share price should offer a good margin of safety as you collect dividends.
I think itās a decent bet with Labour seemingly more willing to throw money at renewable energy.
Itās also not nearly as risky as some of the more niche trusts for hydrogen, energy storage etc but I wouldnāt bank on it returning to a premium in the short-/medium-term, if at all.
Not one for me ā mostly because Iād much rather own equities than infrastructure in the long run ā but I do think thereās an opportunity for income investors.
Very surprised to see this still falling and going back to 2019 levels.
https://finance.yahoo.com/quote/UKW.L/
The most recent news article I could find is from October 24th
The whole sector has been again hit, I reckon itās mostly bond yield related.
Long term hold for the income (which I donāt particularly need currently) but it forms part of a dividend focused portfolio, which at this moment in time I want to grow the income.
I think this is so undervalued .
All day long it should be hitting the Ā£4,
Iām enjoying this low , maybe itās not the sexy share to have Iām toping up and have last few years , itās a nice dividends .
Oh Ā£4 that would good! Although i dont like the price forme buyingš one day i think they will as they and all the windies will be the dominant power suppliers
Err why? Isnāt that more than DOUBLE its NAV per share?
