Jlen Environmental Assets Share Discussion Threads

[spectoacc] 30/4/2021 11:37

92.2p & falling NAV, just can't see any rationale to paying £1.10 for it.

[gateside] 30/4/2021 09:32

Another disappointing update. Decrease in NAV - not the best of investments, good chance it could be demoted from FTSE 250 if it's poor performance continues.

[speedsgh] 25/2/2021 12:01

An honourable mention for JLEN in this article...

James Carthew: How the renewables class of 2013 has changed beyond recognition -

[gateside] 30/12/2020 08:35

Dividend paid today1.69p

[gateside] 02/12/2020 23:31

Goes ex-dividend in the morning

[nerja] 27/11/2020 11:45

Not looking good, dropping through support, they all seem to have drifting of late

[macc1] 26/11/2020 16:45

Video update with the principles here:

[raptor_fund] 01/9/2020 13:11

A thing I suspect some PIs forget about JLEN. Their main assets are government promises that their energy must be bought a certain price, not actually their power producing assets. These promises have a lifetime (much like a lot of their generating assets)and will tend to decrease in value over time. So the stable income has to balanced against the depreciation of the assets

[spectoacc] 18/8/2020 08:41

-3.5p NAV (to 94p) on Covid-related power price reductions (tho these were long predicted).

Find the premium on JLEN bizarre - prefer to buy £1.20 of NAV for 94p, than 94p of NAV for £1.20.

But as noted above, the income is as they forecast.

[bogman1] 18/8/2020 08:37

What's the update?

[gateside] 18/8/2020 08:08

Poor update. It's peers seem to be performing much better.At least the dividend is held.

[macc1] 11/6/2020 11:59

Here's a short video update with the principles Chris Tanner & Chris Holmes:

[chc15] 03/6/2020 11:24

Ok i already have the Foresight infra unit trust, but may buy some of this today for the divi. I hold 3IN too.

[gateside] 03/6/2020 11:09

Being in the FTSE250 should see funds buy in and a higher profile, plus hopefully a tighter spread.Hold JLEN, TRIG and ORIT.I like all 3 and will continue to hold, but I'm no expert so you're best to DYOR

[chc15] 03/6/2020 09:41

So what u think, good to buy now?

[gateside] 02/6/2020 16:16

Wednesday - Guaranteed to be promoted to FTSE250Thursday - Goes ex-dividend

[fregate] 28/5/2020 08:14

Thanks. I missed that.still a long term investment and pretty safe IMHO. Beats virtually zero rates with the banks!

[rik shaw] 28/5/2020 07:24

Dividend declaration and revised dividend policy

[gateside] 07/5/2020 07:23

Final results due on 11th June

[fregate] 06/5/2020 19:13

Much of the portfolio is linked to RPI and The premium to NAV has halved with what’s going on. 6% return at these levels on a progressive portfolio which in my opinion is relatively safe. Buy or hold for the yield although a bounce to 120 could well happen in the next few month. GLA.

[gateside] 24/4/2020 21:55

Every likelihood that JLEN will be promoted to FTSE250 at next review in a few weeks time

[gateside] 07/4/2020 09:28

Other renewables bouncing back but JLEN is lagging behind the rest for some reason

[hindsight] 31/3/2020 16:29

Will their AD plants be running 100% still