Interest rates with them seemingly taking longer to go down and risk of legislature IMO. There’s lots of opinions and supposed problems with how energy is priced in the UK.
Geopolitics not helping with the inflation risk on tariffs which may keep our interest rates higher.
I’ve doubled up on my UKW/NESF/ORIT. The dividend cover is good and the buybacks make me believe that these will be chronically undervalued in 24 months time.
I just think it’d a major market correction and this ones taking a hit but at the end if the day the UK is still 53% cheaper most of the time than other countries vs the likes of the USA and India at EU 71% and USA 91% so we could say be still have a bargain haha or do we
Interesting 400k shares bought back yesterday higher than the usual 250k. There must have been some serious trading yesterday ( I bought 12 shares lol)
I’ve sold around half gradually after the recent bounces, will monitor if I want to buy back in, I’m probably still scared from buying in the 130s November seeing it drift and drift and drift lower, I still don’t trust these Infrastructure funds. Still hold 5k shares for context.
I’ve learnt a long time ago not to predict markets . Invest as per your risk tolerance and try and keep costs down. It remains to be seen whether UKW will pull itself out of the doldrums, same with all the other renewables.
Oh dear looks like I timed these purchases well. We are nearing an ex dividend date, and the buybacks are on overdrive. Why is the share price still dropping?