Sse Share Discussion Threads

[pierre oreilly] 08/8/2017 09:06

Helm is on the ball and understands the electricty supply industry.

I have little doubt he'll report bills have to keep increasing due to large and growing green imperatives, like subsidies for windmills etc, smart meter installs, the cost of 'switching' frequently on government t advice, the reduction of cheap generation technologies such as coal and nukes, the increasing cost of grid security due to saturation of intermittent sources such as wind etc etc They will have to increase and at a rapid rate imv irrespective of the industry's input fuel costs, and helm will report that.

As an example, i get paid via the fit subsidy, over £1 for each unit i export to the local grid (as do many others) from my solar panels, against an input cost recently of about 4p/unit. Many panel owners are getting £3.5k (edit, actually should be nearer £2k) pa in fit subsidies. The difference of 96p/unit is simply loaded onto all consumer bills. There are plenty of other examples.

[wllmherk] 08/8/2017 08:17

The recent 'threats' to cap energy prices clearly hitting the share price here, however, SSE spends billions on maintaining and improving infrastructure, I'm probably talking nonsense but, can't they just cut back on investment if regulator caps prices ?

wllm

[skinny] 07/8/2017 16:05

I'm not sure which line is likely to be visited.

[sirhedgealot] 07/8/2017 10:34

Added again.

[action] 04/8/2017 13:04

Sirhedgelot Perfect timing

[wad collector] 03/8/2017 16:00

Well timed, but 15k shares would have been better....

[sirhedgealot] 03/8/2017 09:35

What's the hold up

[romeoandjuliet] 02/8/2017 10:31

This will shoot up from here

[action] 01/8/2017 19:22

Heard on cnbc that people r moving back in to utility.....

[mach100] 01/8/2017 10:01

Well today's disposal should also provide a bit of a buffer. The yield is looking even better after the big drop sicne ex-divi. Anything under £14 is a bargain in this low interest rate environment.

[muffinhead] 31/7/2017 21:05

It's all possible... I think dividend may be maintained
Those share buybacks could give this a pretty decent bounce

[muffinhead] 31/7/2017 19:22

Management blows half a billion pounds on share buybacks up to December 2017


Financial engineering is a warning
Debt/ebitda forecast increases from 2.21 in 2017 to 3.66 in 2018

If there was £500 million to spare and there isn't, shareholders should be given a special dividend

[muffinhead] 31/7/2017 16:29

Maybe has something to do with leverage (increasing debt/ebitda), cashflow per share, eps, book value.
Forecasts are going the wrong way


Fundamentals come out in the chart first... news and revised estimates come second
The outlier high dividend is a warning
The daily purchase of own shares is a warning (management bonuses to maintain and lets the city dump holdings)

[wllmherk] 31/7/2017 15:27

oh, ok action. Unless the Government falls and we end up with Jeremy Corbyn as PM I would expect the share price to drift upwards following the fall from going ex div. At least that is what I'm hoping for as I bought in at 13.98p.

wllm

[action] 31/7/2017 13:39

I was referring to his chart...

[wllmherk] 31/7/2017 12:15

Why would SSE fall to 1200p ?

wllm

[muffinhead] 31/7/2017 00:56

probably nothing