Greencoat Uk Wind Share Discussion Threads

[daveofdevon] 24/7/2013 13:26

TRIG - Renewables infrastructure Group announce IPO oversubscribed

[jonwig] 14/7/2013 15:56

New wind farms built after 2017 will find a 25% lower subsidy:



No direct portfolio impact, but new investments eventually less profitable.

[jonwig] 12/7/2013 07:54

Bluefield Solar first day. Thread if anyone interested:

[jonwig] 10/7/2013 07:28

Quick link to the new factsheet (You might have to tick some boxes on the way.)

hxxp://www.greencoat-ukwind.com/media/5487/greencoat_uk_wind_factsheet_-_june_2013.pdf

This might be worth highlighting:

The Company will generally avoid using non-recourse debt at the asset level; total short-term acquisition financing and long-term debt at Company level will not be more than 40% of GAV at drawdown

It suggests fairly regular share tap issues and even open offers to repay short-term acquisition debt.

[topvest] 09/7/2013 20:37

Yes, I've got the document and will be subscribing.

[jonwig] 09/7/2013 16:30

Can subscribe to TRIG via Hargreaves Lansdown:

The minimum subscription amount is £1,000 with £100 increments thereafter. As you are only able to place an instruction via telephone then the usual Vantage telephone dealing commissions will apply. This is a 1% charge subject to a minimum of £20, and a maximum of £50. You are able to apply for shares in a Vantage Fund & Share Account, an ISA and a SIPP. The deadline to place an instruction via the IPO is 12 noon on Thursday 18 July.

[defcon3] 09/7/2013 07:01

Thanks tanneg

[jonwig] 09/7/2013 06:51

tanneg - thanks. So admission on 29/07.

Some brokers will act for PIs to subscribe, but I don't know which yet.

[tanneg] 09/7/2013 06:26

Here is the link

hxxp://www.trig-ltd.com/

[defcon3] 08/7/2013 21:32

If anyone does find out more info regarding the IPO above - please can you post it here. Cheers. Still can't find anything other than news articles about it.

[jonwig] 29/6/2013 07:24

The plan for Renewables Infrastructure - £300m - is twice the size of Bluefield Solar, and they are looking outside the UK to Europe - I know Germany will be a keen market.

A big plus is that it will be managed by InfraRed Capital Partners, who already run HICL, the largest general UK infrastructure fund:

hxxp://ircp.com/

They don't seem to have a website yet.

[topvest] 28/6/2013 21:05

Yes, anyone got access to the IPO prospectus for this new one?

[cyfran101] 28/6/2013 01:07

Incoming IPO on UKWs turf..

[jonwig] 09/6/2013 15:27

topvest - not yet, I think it's a bit early for the "final" version.
Also, for myself I don't think I'll be able to apply within my ISA so will need to wait until dealings start.

This is the place to make a marker:

www.bluefieldllp.com/

[topvest] 09/6/2013 13:56

Jonwig - thanks, interesting - do you have a link to the prospectus?

[jonwig] 09/6/2013 08:20

IPO worth considering:



Bluefield Solar, £150m, expected yield 7 - 9% once fully invested. Dealings next month.

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What happened to post #50?

[defcon3] 04/6/2013 19:26

Nice positive article. Thanks for posting.

[defcon3] 29/5/2013 11:38

Yeah, it seems well backed. The projections re power output nationwide up to 2020 look good and this can only go one way on the back of that. One to pick up and put away for a good few years I think.

[jonwig] 29/5/2013 09:12

Yes, long-term, I think though not without risks (load factors may be optimistic, useful life may be overstated).

But the govt (of any colour) is committed and SSE, for one, is a heavy investor with two wind announcements this month, and from their FY results:

• "... output of electricity from wind up 34%"

• "... owning and operating electricity generation capacity in Great Britain and in Ireland, and generating electricity from a wide range of sources such as gas, coal, onshore wind, offshore wind, water, biomass ..."

[defcon3] 29/5/2013 08:39

Looks an interesting prospect. Are may view in this as a longer term hold? Great yield too...

[jonwig] 11/5/2013 07:40

Useful article, thanks.
Direct link here: