Premier Eng. Share Discussion Threads

[blueliner] 08/12/2012 19:04

James Smith PEW's manager featured in latest MoneyWeek mag with spotlight on 3 quality utilities held in fund, subscriber only.

[guidfarr] 27/11/2012 15:18

For those interested Spread Betting Magazine December edition is now online - it includes an interesting feature covering the major stock market crashes of the last 100 years

[praipus] 27/11/2012 15:15

Havnt got any yet. Discount not large enough and no obvious reasons for growth that I can see. Happy to be proved wrong good people running it so will do very well onde day. Got UTL, and ECWO in the same sort of sector.

[seekerofvalue] 27/11/2012 12:59

Praipus, I am now a holder after buying stock last week. PEW looks to have found support and a base.

[skinny] 05/11/2012 14:36

Premier Energy and Water Trust PLC announces that at close of business on 31
October 2012 its ten largest investments were as follows:

% of total assets

GDF Suez 6.0

National Grid 4.4

Ecofin Water & Power 4.4

China Everbright Intl. 4.0

Snam Rete Gas 3.8

China Suntien Green Energy 3.8

Centrica PLC 3.5

Opg Power Ventures 3.4

SSE PLC 3.3

Essar Energy Invest 3.1

At close of business on 31 October 2012 the total net assets of Premier Energy
and Water Trust PLC amounted to GBP59 million. The sector breakdown and
geographical allocation were as follows:

Sector Breakdown :

Electricity 42.4 %

Multi Utilities 26.7 %

Water & Waste 14.5 %

Gas 7.2 %

Cash/Net Current Assets 3.5 %

Renewable Energy 3.1 %

Transportation In 2.6 %

Total 100.0 %

Geographical Allocation :

Europe (excluding UK) 13.7 %

China 20.9 %

North America 11.4 %

Global 10.4 %

Asia (excluding China) 17.0 %

United Kingdom 14.9 %

Latin America 1.0 %

Cash/Net Current Assets 3.4 %

Australasia 1.3 %

Eastern Europe 3.2 %

Middle East 2.8 %



END

[oniabsta] 04/10/2012 16:57

big jump in NAV on today's rns. never know, could be the bottom.
dipped my toe in for a few.

[praipus] 02/10/2012 14:41

I dont know but my best guess is:

Top down: Lack of credit for utility projects.

Bottom up: Asset value shrinking and risk of the Z's becomming uncovered.

[seekerofvalue] 02/10/2012 13:22

Praipus, the shareholders list looks very strong and the yield on these looks good. I would be a buyer if it can find some support and base. What is causing the downward pressure on the shareprice?

[praipus] 02/10/2012 13:00

CG asset Management increasing their holding in the PEWZ's to 8.26%

[praipus] 18/9/2012 11:16

Investec holding disclosed as 6.25%

[praipus] 24/5/2012 22:59

UEM picking up a chunk

[praipus] 18/5/2012 11:39

Highly regarded Analyst/Manager appearing on the scene

[praipus] 18/5/2012 11:38

CHARTS



PEWT Securities 2020 PLC, Zero Dividend Preference Shares - accrued capital entitlement