Thank you, I will. I’m working on one about Kier first. I saw someone was wondering about the recent increase, and I have a lot to say about low quality companies.
Watch what you’re saying, I’ve got £20 in that . I’d be interested in your thoughts on Kier, there must be something there after the drop they’ve had. Sounds like the government is looking to do some more construction spending as well.
Ha ha!
It’s not just Kier. Ted Baker and Superdry come to mind as well as Aston Martin.
I’ll try to write it next week. Prepare for it to be numbers-heavy.
Looking forward!
Almost 40% of National Grid energy coming from wind now. It was at 50% earlier today based on Reddit discussions.
Anyone know why the fall today? I can’t find any regulatory news?
I assume it’s low oil prices which should lower the price of electricity.
Not on Freetrade (yet) but my most recent success in the renewable space:
No dividend information for this yet right?
If you’re talking about £TRIG their dividend target has remained the same at £0.0676 per share for this year. Be advised that they let out a statement saying that they expect a hit to the NAV because of lower power prices this year. They will do a new valuation of assets in June.
One of my permaholds.
I sold my TRIG shares around £1.36, I’ll look to buy in again around £1.
the UK has gone 27 days without using any coal… https://twitter.com/ng_eso/status/1258307344162861056?s=21
An update on this. It’s now a coal free month going 30 days without using it… https://twitter.com/ng_eso/status/1259371653034840069?s=21
For a bit more context, here are the energy sources the UK used in the first coal free month. https://twitter.com/draxnews/status/1259395956258287617?s=21
30 days of no coal is great, but there’s a long, long way to go before we reach even half renewably-sourced power generation. Over time it’s going to become increasingly important that we do so (climate change) and increasingly politically necessary (each generation more concerned than the last).
Windfarms + Batteries will one-day provide the power we need, and TRIG is doing a great job getting in early.
New shares to be priced at 120p, a discount to current market price but still a premium on the ~112p NAV
Will they only be available for institutional investors or will the great unwashed, like myself, have a chance?
The issue will be made to qualifying investors through TRIG’s joint corporate brokers, Investec Bank and Liberum Capital.
So if I understand correctly (I probably don’t) the new shares won’t be floated onto the market, but as they are ordinary shares they will end up on the market anyway soon enough. So technically speaking you could end up owning the new shares. Either way it will impact the price on the market.
Not a big mover lately, been relatively flat. Especially compared to other renewable stocks
What are people thoughts on it?