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Share Name Share Symbol Market Type Share ISIN Share Description
Ecofin Global Utilities And Infrastructure Trust Plc LSE:EGL London Ordinary Share GB00BD3V4641 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 175.00 173.50 178.50 - 1,138 08:00:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 5.8 5.5 31.9 164

Ecofin Global Utilities ... Share Discussion Threads

Showing 276 to 300 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
06/4/2020
19:22
A few other companies in EGL’s universe have communicated on their dividends andweareadjustingourownforecaststoo. There is a high probability of a delay for some dividends –given several companies have announced the postponement of their AGMs and this will likely trigger the postponement of dividend payments too –but we believe a majority of portfolio holdings will still be able to pay their dividends before the end of September (EGL’s fiscal year-end). The risk to dividends in EGL’s portfolio should be amongst companies highly exposed to industrial contracts (e.g., environmental service groups) and for transportation infrastructure groups (roads and airports). For these names, we have reduced our base-case assumptions for dividends for this year and have trimmed (Suez) or exited (Veolia) some positions. While utilities –especially regulated businesses butalso many diversified integrated ones–should not need to alter their dividend policies as cash flow/debt service payments and dividend cover ratios are generally comfortable, there is nonetheless sufficient uncertainty in the business outlook for caution. Also, as we are seeing in France, political intervention to suppress dividends in certain sectors/companies, including where the state is a shareholder, is becoming a factor: EDF’s and Engie’s dividends for 2019 (due to be paid in 2020) have just been cancelled. Taking all of this in to account, we expect to implement some further changes to the portfolio to preserve the level of dividend income receipts this year.
18bt
06/4/2020
19:03
Note the paragraph on dividends in the March portfolio update.
emptyglass
28/2/2020
12:26
Well i sold this at 140 something a while ago.Regretted ever since.When to buy again is the problem.
shauney2
28/2/2020
11:05
Amazing how quickly this has moved out to a 7-8% discount.
18bt
28/2/2020
11:01
Thanks to the comments here I sold this at 1.85ish a few days back and looking to get back in again now that the discount has widened. Sadly it was less than 2% of the remaining portfolio that I mainly held on to!
tiswas
28/2/2020
09:40
Returning to buy territory? Is at least moderately defensive.
spectoacc
21/2/2020
08:58
Bit of both. In a similar vein I am looking at UEM as a possibility.
speedsgh
20/2/2020
17:46
Amazing how the discount has steadily closed over recent months Have you gone into other similar infrastructure trusts, or branched into other sectors
spangle93
20/2/2020
16:44
Well done - I was out far too soon, having held it variously forever. Have to give them credit where it's due, having been poor performers for years and years, they've massively turned it around now.
spectoacc
20/2/2020
16:43
I'm out at 186.95p. It's been on a great run. Decided to bank profit and move elsewhere offering wider discount. Will be happy to re-enter if suitable opportunity arises in future. GLTA who remain.
speedsgh
20/2/2020
09:28
Have top sliced now that the discount has narrowed so much and yield now down to 3.5%. I hope I've left something on the table as regards my remaining holding.
18bt
28/1/2020
11:29
178p NAV, really impressive, well done those still in.
spectoacc
23/1/2020
10:18
A welcome tick up in the quarterly dividend payment to 1.65p (6.60p annualised)... Dividend Declaration - HTTPS://www.investegate.co.uk/ecofinglobal-u--38-i-tst--egl-/rns/dividend-declaration/202001231010567288A/
speedsgh
28/12/2019
10:38
Hi Spangle - and a happy and prosperous new year to you !
masurenguy
28/12/2019
10:09
Hello Mas - Haven't seen your name for a while - Happy Christmas!
spangle93
28/12/2019
09:28
Friday's closing offer price was at a 3.5% discount to NAV.
masurenguy
20/12/2019
17:38
I don't the discount will widen now, inv trusts have been re rated since the election.
chc15
20/12/2019
11:48
@robow - no, would want discount to return to nearer historic levels.
spectoacc
20/12/2019
11:46
https://www.trustnet.com/news/7461061/wise-investments-10-trusts-for-income-hungry-investors
chc15
20/12/2019
10:48
are you back in Specto?
robow
20/12/2019
10:31
Bought 5k this week, just for some infr in my portfolio, has ticked up, hopefully continue in the new year..
chc15
29/10/2019
17:08
Wow. Ignoring the £'s move, they're continuing to perform well - but bloody hell, had to wait a long time for it!
spectoacc
29/10/2019
16:52
Discount to NAV at the close today was circa 5.5%.
masurenguy
18/10/2019
16:13
Mustn't deramp it now I'm out... Mustn't deramp it now I'm out... Can't remember ever seeing the premium this small - NAV fall no fault of EGL's, is suffering with the stronger £.
spectoacc
17/10/2019
11:55
New QuotedData research note released today... Compelling three-year track record - HTTPS://quoteddata.com/research/ecofin-global-utilities-infrastructure-trust-compelling-threeyear-track-record/
speedsgh
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