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Share Name Share Symbol Market Type Share ISIN Share Description
Bluefield Solar Income Fund Limited LSE:BSIF London Ordinary Share GG00BB0RDB98 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 129.50 129.00 130.50 130.50 129.00 130.50 487,004 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.7 44.9 12.2 10.7 480

Bluefield Solar Income Share Discussion Threads

Showing 151 to 175 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
30/1/2019
15:44
Thanks A0002577 - an interesting extract from the AR which provides a much more relevant insight into the shareprice rise over the past 4 months. The yields that I quoted related to my average price of a stock rather than in relation to todays price. In fact I did make an arithmetic error where BSIF is concerned. On the basis of a projected dividend of 7.8p for this year, it is actually 6.75% against my current average price.
masurenguy
30/1/2019
15:27
Masurenguy, you rightly ask "Why would the progress at Greencoat rub off on Bluefield? They have renewables in common but Greencoat is in wind while Bluefield is in solar. These energy sources are based upon quite different economic equations and also future logistical and market potential. There is however, one factor common to all renewables which is the price they get paid for electricity. It is worth reading this from the latest Annual Report of BSIF When we did the IPO in July 2013, short term fixed price power contracts (12 to 36 months) were being struck in excess of GBP55 per MWh. By Q1 2016, the power market for contracts of a similar tenor were trading in the GBP30s per MWh. From this low point the market started to recover. Today I can report that new contracts are consistently in the GBP50s per MWh and the most recent contracts have been struck in the GBP60s per MWh. This upturn is only just beginning to be fed into your Company's revenue generation. We should add the caveat that we are not forecasting that the market is going to keep marching forward but the Investment Adviser has prepared some interesting analysis on the short term drivers in the UK power market, which highlights why we have seen this rebound since 2016 and also why this recent increase seemed to have surprised some of the independent forecasters. Clearly, power prices are the biggest variable largely outside our control. I say 'largely outside our control' because whilst we cannot influence the prevailing pricing within the European and UK gas markets we can enhance the value of the contracts that are available to us. This means having flexibility in respect of the tenor of the power and ROC contracts and flexibility in the choice of the provider of the contract. We have that flexibility for in excess of 75% of the portfolio and each year our Shareholders benefit from this where we are able to maximise the value of the available contracts that come on to the market. You also say that BSIF is your second largest holding. I make the yield just under 6% at todays price. JLEN, FSFL, TRIG, NESF and UKW are all a tad lower
a0002577
30/1/2019
13:12
New ATH this morning ! :0). BSIF is the second largest holding (12.9%) in my Equity ISA a/c and my yield here is now 7.1%. My largest holding, CLIG (16.0%) is also now yielding 8.7%.
masurenguy
30/1/2019
09:26
Why would the progress at Greencoat rub off on Bluefield? They have renewables in common but Greencoat is in wind while Bluefield is in solar. These energy sources are based upon quite different economic equations and also future logistical and market potential
masurenguy
22/1/2019
18:27
Worth noting reason for leg up in share price in last few days: htTp://uk.advfn.com/stock-market/london/greencoat-UKW/share-news/Greencoat-UK-Wind-PLC-NAV-Dividend-and-Notice-of/79077115
rambutan2
22/1/2019
12:28
Minor but interesting point. The Financial Reporting Council now publishes the list of companies whose audits have been reviewed by their Audit Quality Review Team. The list published on 8th Jan includes BSIF 2017 audit, so it will be interesting to see if they make any reference to this in due course. They would have had to announce or correct if anything serious came out of it. As KPMG are the auditors, this might give us comfort e.g. on the audit of the valuation. The FRC also produce a list of companies whose accounts have been scrutinised and BSIF isn't on that list, so it is the audit not the accounts which has been reviewed.
18bt
22/1/2019
10:57
New ATL this morning with buys @128p ! :o)
masurenguy
11/12/2018
10:46
Added a few more @121p this morning - ADVFN showing it as a Sell.
masurenguy
13/11/2018
11:17
That was quite a top up Masurenguy. Seems that the trouble is the bid-offer spread which changed immediately after your buy.
a0002577
13/11/2018
09:48
Topped up at 124.0745p this morning but ADVFN are showing it as a Sell.
masurenguy
13/11/2018
08:25
Projected dividend increase of 3.4% in the current fiscal year compared with a 2.5% increase last year. RNS Number : 1218H 13 November 2018 Unaudited NAV at 30 September 2018 Bluefield Solar, a sterling income fund that invests in UK-based solar assets, announces its net asset value ('NAV') as at 30 September 2018. Unless otherwise noted herein, the information provided in this announcement is unaudited. The Company's NAV at 30 September 2018 was £422m, or 114.10p per Ordinary Share, compared to the NAV at 30 June 2018 of £419m, or 113.28p per Ordinary Share. The 30 September NAV is stated after deducting the dividend of 2.03p per Ordinary share announced on 26 September 2018 and paid on 26 October 2018. The 30 June NAV was stated before deducting the dividend of 1.80p per Ordinary share announced on 31 July 2018 and paid on 31 August 2018. The dividend of 2.03p per Ordinary paid on 26 October 2018 represents the fourth interim dividend in respect of the financial year ending 30 June 2018, resulting in total dividends paid in respect of the 2017/18 financial year of 7.43p per Ordinary share (7.25p for the financial year 2016/17). As stated in the financial year ('FY') 2018 annual report, the Board has indicated that target dividends for 2018/19 are 7.68p per Ordinary share.
masurenguy
01/11/2018
09:55
Shareprice still increasing by an average 1% per month despite recent marketplace volatility. With a yield of 6.4% on my average investment cost and 5.9% againct the current Offer price for any further top ups, what's not too like ? :o)
masurenguy
16/10/2018
07:57
asmodus no. never had a broker who did. currently with Hargreaves Lansdown previously with Killik both helpful in this regard.
tournesol
15/10/2018
15:48
And doesn't your Broker make a charge for this tournesol? I know Redmayne Bentley do.
asmodeus
12/10/2018
09:48
Agreed Tournesol - but so much easier to have one or more (I usually buy five or more) to get your name on the register and it gives you other rights as well. For example, if there is a bit of a tizwazz going on in the company it gives others a chance to contact you cos they can see your name. hopefully not the case with BSIF - but in other instances where there has been trouble in the company I have found it extremely useful. You never know when a company will blow up. Aviva and Tesco spring to mind as does the Patisserie scandal of this week.
a0002577
11/10/2018
17:15
You don't have to have a shares registered in your name in order to get a copy of the AR, admission to the AGM and the right to vote. All my shares are held via nominees and I do all the above as a matter of routine. All I do is tell the nominees I intend to go to the AGM and instruct them to do the necessary. That typically involves them giving me a letter of representation which allows me to attend and vote. If I want a paper copy of the AR I just phone and ask for one. You don;t even need to be a shareholder to do that.
tournesol
11/10/2018
15:28
I have nothing but respect for an answer like that, now I know, thanks
zero the hero
11/10/2018
15:15
If your shares are held by a nominee, then buying one extra share in your own gets you on the register, the annual report and the chance to go to the AGM etc
a0002577
11/10/2018
14:05
Right fess up, who just bought 1 share and why? - I'd actually would love to know why 1 share!
zero the hero
11/10/2018
09:55
market conditions like this remind me why I hold this type of thing. So I can stay afloat : )
nimbo1
05/10/2018
16:49
Wrong company! British Strategic Investment Fund, must try harder Https://realassets.ipe.com/infrastructure/gresham-houses-bsif-invests-in-energy-storage-infrastructure/10023278.article
zero the hero
05/10/2018
11:27
"the 4% sold to another institution shoud have triggered another RNS." You're right A0002577 unless the institution was registered offshore in which case there is no legal liability upon them to do so since they are outside UK jurisdiction.
masurenguy
05/10/2018
11:11
Good comments, TartShagger, BUT the 4% sold to another institution shoud have triggered another RNS. Unfortunately I am not Warren Buffet and I enjoy the trading between the green infrastructure shares cos their SP's all go walkabout every year. Any way I don't think WB would even look at BSIF - not enough upside.
a0002577
05/10/2018
08:29
The Sarasin shares would have been placed with a big institution, 4% is too large to have been sold on the open market. The fact that the share price has not moved much suggests that the price was in the current range. BSIF could easily finance trial installations of storage batteries to prove the technology from their own resources. Warren Buffet didnt become a billionaire by trading in and out of CocaCola shares. BSIF have a low beta i hold them for the rising income
tartshagger
04/10/2018
10:51
On 28th September a group of shareholders led by Sarasin & Partners LLP disposed of 14 million or so shares - something like 4% of the total. So far these have not surfaced elsewhere. The price meanwhile has continued to nudge up. Interesting. FSFL announced the price of their placing and knocked the share price this morning. RED announced a placing this morning - to finance the production of their orders - knocking their share price as Well. So.. The question is whether to sell now in the hope they are going to raise money to put RED's batteries on several sites which will knock BSIF's share price Any thoughts?
a0002577
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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