Jlen Environmental Assets Share Discussion Threads

[edwardt] 19/4/2024 09:22

Power price moving higher should help. Resource nationalism back en vogue all of a sudden

[shieldbug] 15/4/2024 14:45

Meanwhile we are told that AI is going to gobble up all of the electricity in the world.

[spoole5] 12/4/2024 13:15

Yes agreed, there is increasingly becoming little to no point in these assets remaining within listed vehicles if this persists. Sales elsewhere achieving nav or close but share prices don't move.

[route1] 12/4/2024 08:40

I would hope that is the reason as the focus of equity markets worldwide seems to be on interest rates and interest rates alone.Powell, Bailey et al are still in push back mode, seemingly whispering about a Possible late autumn cut, with their remarks tinged with uncertainty.They probably know about as much as we do.

[jezreel] 12/4/2024 05:25

Probably recent drop due to negative sentiment on interest rates rather than any intrinsic problem??

[fordtin] 25/3/2024 11:48

route1 - re "where I might achieve a 6.6% yield"

There are plenty of options, but be aware some companies cancel or cut their dividends when their directors and managemment screw up!
Probably best to limit the amount invested in any individual company or fund to spread the risk.

Dividend Yields - FTSE 100


Dividend Yields - FTSE 250


Dividend Yields - Investment Trusts


N.B. "Red Yield - Dividend Cut. Indicates the company has made a dividend cut to the most recent dividend or has stated that the next dividend will be cut. This may indicate that future dividends and yield will be lower."

[route1] 25/3/2024 08:08

Many thanks for your somewhat comforting comments.I certainly hope that they take the necessary steps to keep the show on the road.They normally announce their forecast dividend yield for the upcoming year around May, pleased that I received the expected dividend last week.I would be interested, from your comments to know where I might achieve a 6.6% yield to replace my current income from JLEN in the event of a windup.In the meantime I will hope to navigate these choppy waters and that the " show remains firmly on the road "Regards.

[williamcooper104] 24/3/2024 20:05

Wouldn't worry too much - other than having too much in any one investment If it winds up you should be able to get the same income on a 6.6 yielding investment Most likely they sell some assets and buy back some shares and keep the show on the road The level of discount isn't alarming

[route1] 24/3/2024 09:30

I have never contemplated JLEN winding up or for that matter winding down.I have a very large holding here and as an Expat retiree rely heavily on the dividendof nearly 8% per annum.In fact I receive almost the same amount from the dividend as I do from my frozen UKstate pension.I am both surprised and horrified to read these comments about the Company,which I understand is managed by Foresight group PLC who actively manage more than 30 projects across the renewables sector.I do therefore wonder if I am missing or have misunderstood something here?

[tag57] 23/3/2024 08:22

I would certainly prefer for JLEN to continue. Bought for income and not too bothered about the share price swings other than how it effects my compounding.
I already have two investments in wind down and it is just a long drawn out process.

[route1] 23/3/2024 03:59

I would be grateful if you could clarify your remark "that we might be better off with a windup ". Thanks .