National Grid Share Discussion Threads

[viscount1] 12/12/2024 23:02

I do advocate shorters of any type. What about the ones that uncovered Wirecard as a multibillion criminal scam in the teeth of the German regulators and establishment? If they want to risk their money then good on them.

[skinny] 12/12/2024 12:16

What are you trying to say! :-) or should that be )-:

[utyinv] 12/12/2024 12:08

Viscount,

You obviously don’t know much about NG or are advocating the despised practices of Hedge Funds.

HS2 is a Nationalised run infrastructure, NG is a well run private Company.

The difference between the two Companies without trying to stereotype the organisations; NG are made up of highly motivated professionals. HS2 have the nationalised, Government run philosophy.

NG deliver what they promise.

For every £1 they spend on capital projects they look for at least £1.50 return in value.

I can give you a catalogue of areas where NG have bought infrastructure improved it and then sold for 300% profit. A catalogue of build projects that delivered quality and excellent engineering.

Unfortunately, the current Government are out of their depth with many project ideas, because to run a business you need to have business acumen and the current cabinet are excellent in talking out of their rear ends, hiding convictions or being able to lie on their CVs about the skills, competences and previous positions they claim to have had.

[viscount1] 12/12/2024 11:37

Conspiracy nonsense on this board. Stock shorters provide a useful data counterpoint to the stock pumpers, and they also give price discovery.

I am long NG, but there are good reasons to short it. Much of the growth is predicated on UK infrastructure development, and the UK is terrible at infrastructure. HS2 has a bat tunnel for £100 million and counting.

[newbank] 11/12/2024 19:27

If you look at the US Stock Exchange, the yanks have significantly increased the 'Short' position on this stock, supporting the accusation that Shysters are at play, hurting a well run, successful British Company (Political Envy at play??)

It's about time these hedge funds are caught out just like they were during the Porsche / VW situation years ago, when the Hedge Funds were outsmarted and didn't like being caught on the wrong side of a bet, forcing them to close out shorts at massive losses, resulting in some Hedge Funds being made bankrupt.

Not many in this world would shed one tear for a Hedge Fund being made insolvent, as they are percived by many as Parasites.

Just for the record the ADR Shorts have increased by 63.95% over the past two weeks.

What will they say and do if the plan to make NG a £100Billion ($128 Biillion) business, just in assets alone, is realised in just five years?

[laurence llewelyn binliner] 06/12/2024 18:42

Had a few more myself, simply for rounding, now keep these for a decade, mop up the dividends and look forward to them slowly growing.. :o)

[davius] 06/12/2024 16:30

I doubled up today. Have been here since a just after they went ex-rights on the share issue. It seems to be a good share to double on the dips and halve out on the rises...

[tuftymatt] 06/12/2024 13:54

Happy to build out my holding at these levels.

The divi is a healthy one and I don't think another look at 1000 is too far away either.

Good luck all 👍🏻

[philanderer] 06/12/2024 12:44

Morgan Stanley downgraded the European utility sector to ’in-line’ from ’attractive’.

‘With a finely balanced risk-reward outlook for 2025 amidst multiple uncertainties, we move our sector view to in-line. We prefer electricity networks, and would be selective elsewhere.’

National Grid, down 0.6%, remains its top pick.

[skinny] 06/12/2024 11:07

This is my largest holding by value (13 years in this form) and I'd agree - a nice and relaxed income stream.

[pierre oreilly] 06/12/2024 10:59

My value in this is the max I want in any single share, otherwise I'd be buying more. Just take the divis and use those for trading, not ng. itself imv. A unique way of getting rich slowly imv, no other share like it.

[gbh2] 06/12/2024 10:47

This was the star of my portfolio a few weeks back, now it's the dog :)

[skinny] 03/12/2024 10:02

Yes, agreed.

[laurence llewelyn binliner] 03/12/2024 09:58

I will take that #Skinny.. :o), a slow burner this share over the next decade on infrastructure growth and locked in price increases, doubled down in the RI, sit back, watch and wait.. :o)

[skinny] 03/12/2024 09:50

FWIW and that will do me in the next 12 months :-

Bank of America cuts National Grid price target to 1,200 (1,230) pence - 'buy'

[pierre oreilly] 02/12/2024 16:05

There was a very detailed financial spend a few months ago iirc in the rights prospectus. So many numbers it would take a month to digest them all. All with the regulator's approval,which is about the only thing which matters. The spending, many billions, will simply earn a return as it's spent.

Must be the safest and most visible company in the ftse with a high and growing dividend (after the recent rebase, to keep shareholder returns in balance with other cash providers)

[colsmith] 02/12/2024 09:56

PH - Freighting but great for NG etc.

It's all in the numbers and there's not much numerical stuff about for the people. Still agree whatever happens NG should do well as the electrons need to get to where they do the work.

BTW - seems quite frequent to hit an EV charge stand that doesn't deliver. I assume the stand can be controlled to limit electricity demand? Not experience myself but I'm told by friends who have EV's.

[pharmaboy3] 22/11/2024 16:42

AI and power required. Frightening but great for NGBBC News - Electricity grids creak as AI demands soar - BBC NewsHTTps://www.bbc.co.uk/news/articles/cj5ll89dy2mo

[viscount1] 22/11/2024 16:18

Sold a chunk @1000.

[skinny] 22/11/2024 14:25

free stock charts from uk.advfn.com