Good Energy Share Discussion Threads

[chinese investor] 16/5/2024 17:24

This looks like a very good investment !

[aishah] 16/5/2024 10:34

There's nothing wrong imo putting your business in front of potential investors. A wider share register should help if people like prospects here. Could ofcourse be other way round if he fails to convince.

[cocker] 16/5/2024 07:32

To be honest,I had a huge amount of faith in Nigel, but of late it's kind of diminishing and a rns to coincide with two mediocre presentations. Really Nigel, concentrate on your current investors and not the ones you seem to want to hook. That sentiment I have goes beyond here aswell, it seems as if all too often CEO's seem to treat prospective investors with far more concern than the ones they have on board already.

[basem1] 15/5/2024 19:40

He is filtered by me so no idea what the eejit is saying and I am glad Fills me with joy every time I see a post from him and cannot read it Suggest you all do the same it is what the filter button is for

[disc0dave46] 15/5/2024 14:18

No surprise at the dip down to 237 :)

[cocker] 15/5/2024 10:17

Wow, 50 percent off with such a line up, I guess if you're prepared to wait a little bit longer, then one might get in for free

[davidosh] 14/5/2024 14:42

Good Energy will be presenting at Mello2024 on Thursday 23rd May 2024, at the Clayton Hotel & Conference Centre in Chiswick, London. The annual flagship in-person investor event will feature nearly 40 companies and keynote speakers such as Lord Lee; Christopher Mills; Georgina Brittain; Gervais Williams; Ed Croft; and many more!
Get 50% off your ticket with code MMTADVFN50

For more info:

[aishah] 13/5/2024 11:37

EV of £11m vs. mkt cap of £46m!

12m fcst p/e 7.9, peg of 0.2, psr of 0.18

SP close to crossing 50d SMA

[smokeyjohnson] 13/5/2024 11:10

Has the slack been taken out or are the mms just moving it up to sell a chunk

[basem1] 09/5/2024 16:41

Just the 10000 tonight

[basem1] 09/5/2024 11:35

Anyone else noticed our 15000 after hours buyer mopping up all the loose stock At least 2 nights this week it has happened

[disc0dave46] 07/5/2024 11:49

It is unclear, but reading their AR they have stopped fixed price contracts for customers plus according to Note 3.1.2b they can pass on price risk (including any power deficiency being supplied) to customers with 30 days notice - don't know if this helps as not too familiar with the details of their model.

[johnthegeek2] 03/5/2024 08:49

They sell to retail customers at a fixed rate (within the contract period). They buy from micro generators at a fixed rate. But what they can't control is volume. When generators generate less than what they sell to retail customers I assume they need to buy the delta on-market. That's market risk / arb'ing the FIT. See Bulb energy. GOOD might mitigate that risk by only taking on retail customers as they take on generation customers. But that's going to constrain their growth. My point is, it's unclear. 

[disc0dave46] 02/5/2024 13:37

HiArbitrage FIT income?, don't think they are allowed to tbh.All I see is they gain a couple of weeks of additional interest on FIT income / payments streams.Https://www.goodenergy.co.uk/support/articles/feed-in-tariff-payments/

[smokeyjohnson] 02/5/2024 10:58

There are also a couple of avid labour fans on here as well as on one of the YU threads. You should touch base with them if you haven't already.

[smokeyjohnson] 02/5/2024 10:56

Best thing to do is to email IR who should be able to point you in the right direction for the information. Might not be immediate though. Once you have a concrete answer do report back here! I believe it's [e-mail] .

[johnthegeek2] 02/5/2024 10:39

Not -ve. I'm +ve about the market opportunity for a provider like GOOD, especially if / when we get a Labour govt. later this year. But I don't like the idea they're arb'ing their sale retail prices and the FITs they buy from their micro-generators. If that's what they're doing, which isn't explained on their website, there's risk there.

[smokeyjohnson] 02/5/2024 08:56

There's a farily good summary on the home page of their website. Take a look.

Only 2 posts and both negative. Hang on a minute have you been dancing recently?

[johnthegeek2] 01/5/2024 18:34

Anyone understand the trailing revenue model for GOOD? Selling panels and pumps etc is all well and good but it's not going to make a FTSE 250 company if they can't get a meaningful clip of the ongoing energy contract. But the accounts are pretty unclear on that. Might be reading them wrong.