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Share Name Share Symbol Market Type Share ISIN Share Description
Greencoat Uk Wind Plc LSE:UKW London Ordinary Share GB00B8SC6K54 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 0.74% 136.00 135.80 136.00 136.00 134.60 134.80 1,928,738 13:09:47
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy 89.2 43.3 3.1 43.3 2,065

Greencoat Uk Wind Share Discussion Threads

Showing 176 to 197 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
05/2/2019
19:11
Did top up yesterday at 130.0, since fallen even more to a bid of 129.4 in spite of the stock market rally. Backed the wrong horse as Trig ( which I also own) has continued to soar. Trig has massively ourperformed Greencoat recently. Suggests to me Greencoat is oversold. But if the management will keep springing these share issuances.
stewart64
01/2/2019
20:23
Tempted to top up Monday if the share price stays under 130...nav premium at a recent low of 6%, fwd p/e at 10.8. This issuance is small compared to the 2017 one, the Market may have over- reacted.
stewart64
01/2/2019
09:28
New share issuance at 127p, they finally couldn't resist...stake in SSE turbines. Last time they did this in October 2017 the Institutional offer price of 117p became the share price for a short while. However, that was a huge share issuance of about £500m, this is a quarter of that. Doubt it will fall much lower. This is usually the time to buy Greencoat on the issuance dip.
stewart64
18/1/2019
10:34
Why the big move up today? see https://www.investegate.co.uk/greencoat-uk-wind/ukw/nav--dividend-and-notice-of-annual-results/201901180700044432N/?fe=1&utm_source=FE%20Investegate%20Alerts&utm_medium=Email&utm_content=Announcement%20Alert%20Mail&utm_campaign=Greencoat%20UK%20Wind%20Alert It has also had a knock-on effect on other green infrastructure funds
a0002577
18/1/2019
09:37
Rise in NAV due to an increase in assets lifetime estimate rising from 25 years to 30 years.
whilstev
18/1/2019
09:31
News: results in line, increase as in RPI for dividend.
bothdavis
18/1/2019
09:13
Why the big move up today?
stewart64
30/11/2018
10:46
Still waiting for Hargreaves, in any case they pend the dividend reinvestment until around the 12th of each month.
stewart64
30/11/2018
09:55
Dividends received today....reinvested as ever.... good luck to all in the turmoil ahead!
bothdavis
13/10/2018
16:11
May I suggest prunes or a good curry!!
bothdavis
13/10/2018
15:56
Indeed I said H1 was not the most helpful conditions. But as the linky and post have clearly upset you I have removed. I agree long term forecasting isn't exactly a science. Btw as per Greencoat's half year statement, the wind does matter you know.
stewart64
13/10/2018
11:10
Its been one of the less windy summers and early Autumn, so how you think a forecast published in the sun is going to lead to something special in the annuals is beyond me!
tradermel
10/9/2018
19:06
Bit puzzled by Greencoat's stellar summer tbh, putting on 8% since May as the 350 has corrected 7% in the opposite direction. Trig's done ok but not to the same extent.
stewart64
06/8/2018
16:04
Would be an even better stock if the Management relied on organic growth rather than new share issuance. They've achieved scale and all that new share issuance does is increase the size not quality of the company. Everytime things are looking up (like now) we get punished by the management with new share issuance and a 5 to 10% share crash.
stewart64
27/7/2018
13:45
In my view this stock is totally underrated by the Market. Eps up 33% at half year. Dividend of 5.4% and well covered. Modest PE. Most FTSE 100 Directors would die to publish those kind of numbers. Just topped up.
ygor705
29/6/2018
18:43
This has been the best performing renewable energy trust to date I believe. My favourite two are this and TRIG, which I think are the pick of the bunch!
topvest
29/6/2018
13:53
Starting to get a bit worried again, as per my previous comment. Any excuse for a bit of Empire building and adding a few more wind farms.
stewart64
03/5/2018
10:02
Greencoat might want to pull the trigger on another IPO if the price firms much more. But the time to worry is probably north of 126. They certainly intended September 17's announcement to be tranche one of two. 125.6 was the trigger last time and sent the price to around 116. That in itself should be enough to put them off. Also doesn't look great if they try and pull another if the share price is below their last effort.
stewart64
27/2/2018
14:28
A000587..I'm looking at the cash drag from a purely statistical point of view on website stats as opposed to having any real impact on the business. Whether or not Greencoat had raised 350 million at the end of the year made little difference to the bottom line profit for 2017 but instead of basing profit on a Market cap of 900 million it now has to stand the unflattering comparison of a market cap of 1250 million that it did not have access to. Ok I am no expert on whether such issuance is adjusted for or not in p/e ratios...maybe I am under a misapprehension here? Because investors look at stats.
stewart64
27/2/2018
12:28
Hi Spin Doctor, I agree with you - to a certain extent. What I am trying to bottom is the way they all use different discount rates and/or WACC - which have a very telling affect on the NAV. Afraid it needs a better brain than mine to work it out. My preferred green infrastructure fund is actually FSFL and there is a very interesting explanation of what their manager is doing to improve the income from the assets in their latest report and also what effect a change in the discount rate has on the NAV - worth a read
a0002577
27/2/2018
12:17
It would seem that they only have one loan as follows "In September 2016 the Company secured an 18 year, fully amortising finance facility of £187m (at a fixed rate of 2.875% on £121.5m and 0.7% over RPI on £65.5m) from Aviva Investors." "During the period principal repayments of £6.9m, combined with indexation increases of £2.8m, resulted in a total outstanding balance to Aviva Investors as at 31 December 2017 of £180.2m (Fixed £115.3m, Index linked, £64.9m)." If they do not buy more assets with any money they raise from here on - they will have cash drag though.
a0002577
27/2/2018
11:21
Looks to me that the greater IRR of UKW justifies the premium. Very low and falling charges. Commitment to dividend growth in.line with inflation, which the competitors with lower dividend cover and higher charges cannot match.
spin doctor
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