I rather like the diversification of the fish farm (and the cannabis farm lol). They are what, about 8% of the portfolio? I'm not sure how they end up in a renewables trust but at least its not all about power prices. Both on track unless I've missed something. |
Fish farm is RAS standard method of operation nothing new to trip them up,full production this year total invested £40m dont think its another flop there is an end market offtake agreement unlike HH2E . |
double post |
Reasonable NAV update with small decline although mainly swings and roundabouts. This is another renewable IT where the operational performance of the assets weighs isn't as forecast with unexpected outages and now it seems the wind is blowing as much as forecast either. Some of this offset by changes to long term power price (this should help its peers but UKW tumbles by the day!). Some fish have been harvested from Rjukan as part of the buildout but no detail about the long term prognosis there. CNG goes from strength to strength shame they sold out such a big percentage. Anyhow remain confident divi will be covered.
Not in here that fish farm spooks me its not quite the hydrogen debacle but i can see it being written down in 12-18mths. |
It feels like there should be an easy +10% here. The 11% yield is well above the other diversified renewables trusts like orit and dore. |
Lol @MRF. Again - Tice/Reform's plan to bury all new transmission cables will hugely increase peoples bills. That's what's tiny minded.
FGEN RNS reads pretty well this morning. |
I'm more than certain that the unfortunate souls that still live in the UK and have to deal with the consequences and actions of this government are suffering greatly on a daily basis, having to choose between such things as heating or eating.However my above remarks would seem to have no bearing on a well managed and diversified Trust ie FGEN.Trust, no pun intended, is what private investors place in a Company when they invest, personally right now my trust in the company remains intact! |
You people live in an alternate universe. Your tiny selfish minds don't seem to understand that there are literally millions of people in the uk who can't afford to switch their heating on. Manufacturing businesses are shutting up shop everywhere that cannot operate in an environment of the most expensive energy in the developed world. These people have had enough and will show it at the next election. |
I also expect that by the next general election, global warming will be even higher on the populations agenda, Trump would have ended his stint as President and the worlds focus on net zero will have ramped up considerably. |
Surely you must be buying infra as a type of gilt they do seem to follow gilt prices albeit with a much higher yield and with the chance of a takeout at NAV like BBGI .
What is not to like I would say selling at these low prices is not how I would run my portfolio. |
That policy is likley to lose them more votes than gain, though I do expect they will make huge gains in Wales where the labour government have lost the plot with their war against motorists and their below par record on the economy and NHS services. |
@MRF very droll you sell a sustainable centric investment because its unsustainable!! |
MRF, just watched the Reform vid and bill payers are being screwed. |
I've sold out for a small loss. It is becoming increasingly clear that these investments that target net zero ideals are, by and large, unsustainable upon the wider population. The reform party has set out its plans for this industry, and it it patently clear that there must be a complete sea change in the way our government has been funding and helping this sector. This madness has to stop! |
Good to see a few of the renewable and infra trusts getting a bid today too |
brookfield could sniff around here imho |
Doesn't want to rally it seems. Bit of catch up required hopefully. |
Well if they needed more of a push on interest rates :-
GBP Construction PMI 48.1 53.5 53.3 |
Picked up a few on the back of the director buy and other infrastructure plays moving up a bit. Interest cut today will also help today if it happens. Seems extremely oversold. |
Has gone from 10k to 30k holding. Not sure when the closed period is. |
Small director buy too. |
My error, buyback continues |
It would seem that the buyback halted on Thursday last week, with approximately 18.1million shares in Treasury.Begs the question what's next for those shares? |
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