Ecofin Water&powr Opportunities Share Discussion Threads

[praipus] 23/9/2014 10:52

PEW had the ECWL last time I looked. I like Z's but I'm too impatient.

[badtime] 22/9/2014 23:27

i'm nosey :)

[badtime] 22/9/2014 22:09

Anyone hold the convertibles or zeros?

[wirralowl] 22/9/2014 16:54

Yeah, a delayed response to the NAV decrease on 18/9 was the only thing I could find too. On a more positive note, I'd missed the increased quarterly dividend payout of 1.8125p announced earlier this month too, a nice little bonus for us long termers!

[hpcg] 22/9/2014 15:30

6% decline in Lonestar presumably.

[wirralowl] 22/9/2014 10:33

Big fall in the share price this morning but not showing on advfn charts or midprice quote (but is showing in their trades section)? Can't see any news either to explain the fall, but trades definitely going through around the 157-161 level..?!

[hpcg] 19/9/2014 00:49

Yes, the Fed. Means income paying stocks such as utilities and MLPs will be back in vogue.

[edwardt] 05/8/2014 17:03

good luck with origo - mongolian coal mines are not particularly en vogue at the moment!

[zcaprd7] 31/7/2014 01:38

Agreed. Not the worse place to park cash, but a profit is a profit... Recycling the money into one of their holdings (origo).

[hpcg] 29/7/2014 17:33

Agreed to both shauney. Good margin of safety here and I think the share price may hang around the conversion price. If it does and the NAV continues to grow then I'll pick up more at a still tidy dividend knowing that will be a floor come what may. What makes this even more attractive is that unlike an open ended fund if former bond holders want to take their profit then can do so only at the cost of the share price, not the underlying assets. Whilst this is normally touted as an advantage for open ended funds as rush for redemption knocks the value of the companies being force sold. This what could have happened here with a cash payout at par to CULS holders but that looks very unlikely now.

[shauney2] 29/7/2014 15:53

Surprised you didn't wait for tonights dividend.

Happy to hold these for the income and discount to nav.

[praipus] 29/7/2014 14:48

Thanks...Light weight :)

[zcaprd7] 29/7/2014 13:36

Right. That's me done. 35 percent odd gain overall and dividends over 4 years odd. Was under water at one point as well. Good luck to remaining holders. Pretty sure lonestar will keep going up...

[zcaprd7] 07/7/2014 14:19

New high...

[zcaprd7] 29/6/2014 21:06

Interesting flurry of late buys on Friday...

[jonwig] 20/6/2014 16:07

The share price seems to want to maintain a 20% discount to NAV.

Understandable, given the gearing, but energy stocks are the place to be.

[zcaprd7] 20/6/2014 09:22

Another new high...

[praipus] 13/6/2014 14:25

Hmm oil and our assets priced in US $ sterling up $ down?...sometimes:)

[jonwig] 13/6/2014 14:09

Higher oil price should be a support - for example Shell is higher despite having operations in iraq.

[praipus] 13/6/2014 13:10

My view: Yes, it's friday the 13th, UK's put/putting interest rates up and the economies of the world are on their knees and loaded with debt, utilites and infrastructure are creeking with lack of investment/maintenance and the women hating morons in the middle east are killing each other in the name of imaginery spirits.

Apart from that everythings going well:)

[hpcg] 13/6/2014 13:01

Tricky one isn't it, one has to say yes, because everything gets hit. However as defensive and a good income play it should go down less. Checking back to the August 2011 correction it dropped half of what the Dow or FTSE100 dropped, 5% versus 10% approximately.