The Renewables Infrastru... Share Discussion Threads

[andyadvfn1] 20/10/2021 12:52

My initial thoughts that the wind dominance is generally a positive ( except when the wind isn't blowing ). This could be mitigated by geographic diversity, I'm sure it's always blowing somewhere !I don't see electricity being wasted I.e no demand so the battery storage isn't high a priority.

[pugugly] 20/10/2021 12:25

On deeper digging this fund appears to be wrongly named
From interimes should possibly be renamed FARMERS OF THE WIND with a LITTLE SUN

Interims indicate (on a quick read) 2,764 mw of wind capacity - 156mw of solar nd minicule battery, no hydro and no pumped hydro

Maybe a harsh comment and possilbly regular followers can correct me if the above is wrong and comment too harsh - Also as reported in the press shortage of wind so far this year in Europe possible knock on impact on revenue in next set of accounts.

Revvist prompted by Helen Mahy letter published in the FT today - Much true (imo) but missing the key points of need for executional competence and which need for skills in improving technologies - in particular storage.

Other views - comments appreciated.

[eaaxs06] 05/10/2021 11:20

The trades are struggling to move the price forward, even when a flood of buys go through the quote remains static, yet it only takes a solitary sell or two to move the price downwards.

I notice you have a serial post down grader on here, something that is common with a few other threads on ADVFN. Bless their little heart, although I’d have much greater respect for them if they explained why they do it, rather than the spineless anonymity of a keyboard warrior. But if it makes them happy, I’m very pleased for them.

Good luck everyone, Sid.

[igoe104] 01/10/2021 09:06

I'd rather have my funds in these rather than the bank, at least these pay decent dividends. And are a safe investment.

[andyadvfn1] 01/10/2021 08:54

Nothing changed here for my reason for investing, this price dip is a good opportunity to top up.

[ec2] 01/10/2021 08:41

These are now looking good value. Back in today at just under 123p following selling out at just under 134p a couple of months back when they were more than fully valued in my view. See my post no. 604 below. I had been kicking myself for deciding not to go back in at the recent placing at 124p. They now offer a good yield even when considering the recent uptick in gilt rates.

[carpingtris] 30/9/2021 18:15

Another down day? Would have thought being renewables and 'in fashion' that these would be a more defensive hold.

Held for number of years and can't say they've been great tbh.

Dissapointing..

[andyadvfn1] 29/9/2021 12:23

I think I read TRIG is also sensitive to significant Sterling movements

[nerja] 28/9/2021 18:19

They are all dropping a little, interest rates rises might be affecting lots of bond proxies

[carpingtris] 28/9/2021 17:40

what's up with TRIG today?

[andyadvfn1] 23/9/2021 11:51

Nice and windy today https://energynumbers.info/gbgrid

[panshanger1] 15/9/2021 09:42

Infra / renewable funds generally having a better day after the inflation figs this morning

[pinemartin9] 14/9/2021 16:20

These guys manage the TRIG wind portfolio. Great to see this approach to technology and innovation being applied.

hxxps://www.linkedin.com/feed/update/urn:li:activity:6843529710773792769/

Chris Sweetman, TRIG Operations Director at RES, said of the announcement: “TRIG is proud to be piloting this innovative product at some of our wind farms across the UK, helping to both optimise performance and extend the asset life. This is an exciting development that helps to boost wind power’s contribution within the energy mix as well as reduce the cost of production, demonstrating the benefits of an ongoing innovation within the portfolio.”

[makinbuks] 14/9/2021 15:16

My thinking is that the offer has pulled the market price down to the 124p level. Once its out the way, and assuming its successful and oversubscribed I would expect the price to return to the mod 130's quite quickly. Thats tempting me still to go for it although I don't like paying a premium to NAV

My recent experience is Augmentum Fintech, price rose to 160, fell back to 140 when offer was pitched at 135 and is now back in the 160's. Totally different investment proposition but similarities in premium rating and findraising

[ec2] 13/9/2021 22:30

Decided to pass on subscribing in the Primary Bid offer. Will see if these fall below the offer price in the next week or so.

[gbcol] 06/9/2021 09:43

I’m sure PrimaryBid is cheaper but not practical for those holding in SIPPs and ISAs. Anyway, I’m sure we’ll be able to buy in open market at near 124p before long (got a few today at under 125p) so I’m not too bothered although not happy that they decided to take the PrimaryBid route.

[marwalker] 06/9/2021 09:35

Maybe Primary Bid is a cheaper way of raising funds rather than tradional placings with underwriting fees etc.

[al101uk] 01/9/2021 17:17

This placing is 100% what this company do, the fund raise should be no surprise. They have been asked about it in the past and confirmed as much.

They make acquisitions on finance and do the placing once the purchase has gone through. Any future purchases will be done the same way IMO.

I sold on news of the purchase and gave this as the reason for my sale. It's the third time they've done this to my fairly short term knowledge.

My sale has left me very slightly better off than I would have been if I held and got the dividend... there's not much in it if you ignore the opportunity cost. I'm not sure I want to re-invest while the fund is still on the acquisition trail though.

[hindsight] 01/9/2021 14:53

CC2014 a good point
This maybe of some interest, Hinkley point looks less of a disaster for taxpayers

[bluntnib] 01/9/2021 14:38

Fair point andyadvfn1 but I'd be more comfortable if it was a done deal and immediately earnings accretive

[andyadvfn1] 01/9/2021 10:41

The funds could also be used for acquisitions Further attractive investment opportunities are under consideration, and the Company is at an advanced stage of negotiations to acquire a portfolio of Solar PV assets located on the Iberian Peninsula (the Iberian Solar Portfolio) although there can be no guarantee that this investment will be completed.

[gbcol] 31/8/2021 19:47

“why not just buy through PrimaryBid and then do a "put through" trade into your ISA or SIPP?” - you’d still need to transfer them from PrimaryBid to ISA/SIPP provider before you could B&ISA/SIPP, which is unnecessary aggro.

Yes I can understand why you would avoid but I would expect it to go to 130p post offer/placing, maybe a bit more. That would be more than enough for me to cash out and put the money into another fund that doesn’t do things like this pathetic PrimaryBid nonsense.