Greencoat Uk Wind Share Discussion Threads

[pandy999] 21/6/2021 18:42

I did look also at trig but I was put off by another punter cos to much in Scotland and independence could upset things . . But ! , to be honest the only share I do well on is Barclays, but I understand the Banks ? ? Lol .

[cocopah] 21/6/2021 18:20

Pandy999 these kind of investments tend to fund raise often, partly to repay their debt and also of course to buy new assets.

I learnt the hard way with some of these investments and realised that it’s a waste of time using Primary Bid when they do fundraising or not paying straight into the ISA and having to bed and ISA (for my long-term holdings).

On/around placement day the price usually is the lowest and I managed to get into GSF on their last placement at 1.03. I’m not a trader however I could take a handsome profit if I sold today. I’m in it for the long-term dividends as I’m an income investor these days. So for me even if the price goes back down to 1.02-1.04 on a further fundraise, I will simply top up and hold for the divi. I like their income streams and the fact there is some Irish government support on revenue until 2024. The battery units last a long time before they need replacing and storage is always essential because you can’t just leave piles of wind and solar lying around!

Getting back to this board which is all about UKW, my biggest fear is that the profits will be squeezed dependant upon price paid for power supply and the large debt burden. I do like UKW more than TRIG on current price and progressive divi though. I think if the share price hits 1.24 again I’ll have to take the plunge.🤷R05;♂️😂🙏7995;🤞ӿ95;👍🏻;

[pandy999] 21/6/2021 17:35

Cocopah thanks , I just looked up gore street the nav last was 97 i'll keep an eye thankyou, I use a very old samsung for such as this and a new one for personal and banking ! I keep the two apart, can't do all I want on this but anyhow , battery storage is not something I thought of to be honest but you grabbed my interest your be the first to know. Thanks Pandy

[cocopah] 21/6/2021 16:04

Pandy999 thanks for that, yes I am also looking at Union Jack Oil, still ‘umming and aahing’ because I’m not sure the bopd is significant enough to make the numbers work. It’s getting harder to find decent deals now markets have recovered from the Covid shock (especially with potential inflation headwinds ahead). I think the divi is good here and whilst the debt is high it’s probably manageable. The only downside would seem to be if the price of wind power falls. I’m in GSF for the storage though.👍7995;🤞ӿ95;

[pandy999] 20/6/2021 20:18

There was a big sell can't remember timing though . Not very windy out there ! . Union jack oil although not green but looks set to declare could be of interest.

[cocopah] 18/6/2021 17:40

I’ve been looking for an entry point here ever since I missed 1.24 earlier in the year. Couldn’t believe the share price dropped to 1.28 this afternoon. Was it just a big sell?

[pandy999] 17/6/2021 19:26

Holding permanently lloyds and nat west cos got in low and I think the 2 east focused banks ? Will get stuffed by China at some point , but just my own ,
Everything else trade . On occasions jump ship .

[growthpotential] 17/6/2021 10:46

Thanks for sharing. Yeh I moved an old workplace pension to the HL SIPP and I'm here I bought UKW last September at around 135. One observation is that this position as dramatically underperformed my original schemes assets ie MSCI World Index. But that's the risk of active positioning. Equally, wind assets could experience huge outperformance over the next decade...

[pandy999] 15/6/2021 18:05

Bought my first few of these today at 128.9 would of got little bit better if I waited an hour or so . The divi is better than low interest from B.S.
a buyout by big oil was suggested by another punter so maybe ! .

[woodhawk] 12/6/2021 11:45

Gateside,

I hold RDSB too and have recently taken a sizeable stake in RIO as well.

[gateside] 12/6/2021 11:35

AZN RIO BHP SSE TRIG RDSB

[marktime1231] 12/6/2021 11:23

BERI CTY EAT UKW GRID MYI BIPS SMIF (baskets)

BP BT CRST GSK IMB LGEN LLOY NG SSE (single stocks)

[woodhawk] 12/6/2021 10:39

AV., LGEN, DLG, IMB, APF, GSK.

[growthpotential] 11/6/2021 20:12

What is a pillar of your portfolio?

[woodhawk] 10/6/2021 19:22

marktime1252,

It may not a 'pillar' of my retirement plan, but is certainly a valued component!

[marktime1231] 10/6/2021 17:58

Topped up my UKW stake today to make it a core SIPP holding, the share price in a bit of a lull but in the medium term I expect NAV, dividend and an appreciation for income from real "green" assets to grow. A 5.5% yield with expectation it will inch upwards over time a pillar of my retirement plan.

[illiswilgig] 04/6/2021 12:10

Thanks Woodhawk, that's helpful to know.

I can only assume that my BSIF and MACF payments will also get caught up. Seems as if they are struggling to reconcile the single payment into their nominee account with the split into increasing numbers of dealing accounts? Or maybe they ran low on ink for the quill pens to write in their ledgers?

cheers

[woodhawk] 04/6/2021 11:32

illiswilgig,

Same with iWEB (part of Halifax - with same interface) - no direct email any more - except a useless one that won't accept "account specific" queries. They told me yesterday that they had had a 'large volume' of dividend payments as if that explained it. They confirmed they HAVE already received the Greencoat payment - but have still failed to credit my account. Rubbish service.

[illiswilgig] 04/6/2021 10:59

Not received mine either via Halifax sharedealing. Can't even email them as they seem to have removed email and rely upon a non-existant web-chat. Oooops.

cheers

[emmachancer] 04/6/2021 05:36

No sorry got mine last Friday

[woodhawk] 03/6/2021 13:51

Still not received my UKW dividends (due last Friday) from the increasingly useless iWEB. Anyone else having the same problem?

[stewart64] 22/4/2021 09:35

Added today. Starting to look out of line with similar in the sector. Still 3p off the " discounted" sub ipo of 131p and no dividend has attached to that yet. A historically low 5% nav premium, a 5.6 % dividend and they have maintained the RPI linkage ( with the 7.18p target) unlike peers Trig that have frozen for the first time. Trig has made progress off their 123p sub ipo by contrast.

Disappointingly low considering the narrative, as per other comments.

[alexisk] 16/4/2021 12:10

I think the investment thesis is based on the fact that the wind is going to continue blowing. Furthermore, with global warming, it is likely to blow stronger and stronger.

[growthpotential] 15/4/2021 22:49

thank you whilstev, that's interesting. And in terms of the source of earnings, seems to be decent and sustainable as it comes from renewable energy(?)

[whilstev] 15/4/2021 11:27

I hold for the good/rising with inflation dividend. Nearing retirement so a decent dividend income with relatively secure share price is important to me. Would prefer the price to be higher but seems out of favour at the moment.