Absolutely no chance because if it hit that price, the entire company would be liquidated and people would invest the proceeds in anything, even government bonds, that would earn a higher yield.
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Really?
Why?
Considered the lowest risk (UKW). Great dividend cover.
20% discount
Near 8% dividend gilts 4.25%?
No suggestions interest rate will rise.
May fall slower than expected.
Doesnāt add up to me.
A Bog standard problem of supply and demand.
Supply is falling (buy backs). Now we need demand to rise.
The market is sentiment driven in the short term or even medium term.
But reality will arrive and I suspect sooner rather than later.
In the meantimeā¦buy buy buy BYE!!
Hi all considering the spread on this stock it looks like a good investment to me. I just canāt get my head around why shares in renewables are doing so badly at the moment.
Time to build a position.
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Potential reason for stubborn rates, the projections in this video donāt make great reading.
Cost of capital appears to higher for alot longer than thought.
Infrastructure was popular when rates where near zero, my guess is it will take quite some time for these companies to get up to speed with the new normal and then investor sentiment may start to improve?
Who knows really, these investments appear great value, but only if the companies can work with higher rates.
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Thereās also concerns around zonal pricing reform. UKW is by far the most exposed trust to this with 40% of its already large portfolio in what are likely to be the cheapest zones (ie Scotland). Industry complains about increases in cost of capital but reading between the lines they are opposed because it will limit upside on power prices, especially merchant revenue (this is an interesting thread with the founder of Greencoat). I think this or a similar reform is highly likely to occur + having the smallest discount to NAV of the group I would stay away from UKW for the time being.
For transparency: I have owned a little since 2018, even added recently but would probably trim on any recovery. Plenty of other opportunities.
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Yes that could be the case for cheaper prices but that would promote growth and then demand!! Also a lot of the energy will still be exported to englandā¦ its now about getting battery capacity up to store that load
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Absolutely agree. Regional pricing is inevitable and would be good for all long-term.
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Sorry for the late reply, I donāt. Look much on here and forgot I commentedā¦
That was missed keyed should have said Ā£ 2 all day long ā¦
I nearly said Ā£3 ,
Itās a steal what it is now I think,
My own thoughts
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I agree I dabbled with a small amount (bought in at 1.36 sold 1.44) so it seems a good deal to me. The buybacks should have an effect soon.
All in all there are some great buying opportunities across the stock market and crypto I just wish I had the capital to take advantage of it
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Hello all Iāve bought back in this morning seems a good deal at these prices. Not an issue if the price stays the same I will acquire more at the low price.
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Whereās the bottom? Doesnāt appear to be one currently, I hold and itās less down than the other pile of carp I also hold 
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At least ypu can eat carp if it sinks to the bottom
lol yeh itās annoying when this happens. Instead of thinking you are losing think you have the chance to buy at bargain prices. 
Afterall this feels like a market reaction the company fundamentals canāt have changed that much surely?
Also UKW are buying back shares atm so a lower price can only be a good thing.
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I hold UKW and have been averaging down when the opportunity arises and funds allow. Current cost is Ā£1.32 per share. Also hold NESF and TRIG. All are suffering at the moment. This one, not as much as the other two.
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Down AGAIN! honestly, when will it (and the other motley crew of infrastructure trusts) hit the bottom.
Yields are sky high, will they be able to keep paying them if the fundamentals remain fine?
Thoughts are, yeah you could lock in a high yield but surely itās capital appreciation from these lows that is the more attractive idea?
Yields are never guaranteed despite how safe they appear, that is always the nagging thought in the back of my mind.
Also if these are so attractive, why is no one buying? There must be something someone isnāt telling us retail investors 
. Or is it a case of no one cares about little GB trusts when you can invest in the mag 7?
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The SP will probably recover after the buy back stops.
One thing Iāve learned from my time in shares is the market only really cares about growth therefore if a company isnāt borrowing and investing billions they are not interested. This is great for dividend investors like us we can pick up these shares and enjoy a great yield in the process.
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Kudos. Iām aiming to buy enough shares to get approx 50 per quarter in dividends. Iām not hugely fussed about the share price.
Gotta love quarterly dividend payers
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