[ADVERT]
Share Name Share Symbol Market Type Share ISIN Share Description
Sse Plc LSE:SSE London Ordinary Share GB0007908733 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.50 0.09% 1,630.00 1,629.50 1,630.00 1,644.50 1,625.50 1,641.00 331,829 12:19:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electricity 6,826.4 2,516.4 218.7 7.5 17,006

Sse Share Discussion Threads

Showing 3626 to 3649 of 3650 messages
Chat Pages: 146  145  144  143  142  141  140  139  138  137  136  135  Older
DateSubjectAuthorDiscuss
25/9/2021
09:27
from last week's sunday times - Hedge fund Elliott blows the winds of change at SSE Activist attack on SSE will set off alarm bells in Whitehall hTTps://ibb.co/k2XRHHr hTTps://ibb.co/CHhc7Gv
partenope
24/9/2021
15:21
tempus (the times) has a buy rec on SSE hTTps://ibb.co/sWmL1m1
partenope
23/9/2021
17:34
Bought 600 just before the bell :)
gilesy911
23/9/2021
13:12
The splendid dividend landing today is what SSE is still all about for me. I wonder how differently we would be viewing SSE if it was still embroiled in the problems of retail energy supply, capped prices, levies, fines for whatever, the customers of failed companies being passed on. Do you think SSE is winning from the extreme rises in gas and wholesale energy prices, its mysterious Energy Portfolio Management trading and hedging division can make or lose significant sums.
marktime1231
20/9/2021
13:10
Well done SSE for confirming there has been speculation. Actually a good rns, SSE is set for and going for aggressive renewables expansion, investing to create value. The massive capex heralded by 2026 presumably for the big Scottish offshore wind farm is it 4GW, and / or maybe it is finally going to do something with its hydro venture or battery storage. Funding? Doing so whether or not there is speculation or activisim, and considers any thoughts of breaking up the company are secondary to getting on with the plan. A comforting firmness in the share price on a bad markets day, because SSE is worth it. Ruling nothing out, what did you expect them to say, so it won't stop those bent on speculation in the run to interims on 17 Nov.
marktime1231
20/9/2021
12:29
Yep it's gonna come - just a question of time. Suet
suetballs
20/9/2021
07:29
"There has been no decision to break up the SSE Group." Yet? Not quite the same as saying it's not being considered!
bountyhunter
19/9/2021
09:40
SSE should be making a lot of profit from these contracts given high market energy prices with no gas involved... Https://scottishbusinessnews.net/sse-unveils-100-renewable-electricity-contract-as-standard-for-business-customers-as-it-launches-sse-energy-solutions-brand/
bountyhunter
19/9/2021
08:35
Disregarding Elliott for a moment with gas prices sky high could SSE have a competitive advantage this winter with it's move into renewables?
bountyhunter
18/9/2021
16:54
£500m suggested for the Elliott holding; interesting that makes sense as: 500m รท17052m [SSE market cap]*100= 2.93% so if that is the case no TR1 is necessary, yet! Are Elliott relying on winning friends (other significant shareholders) and influencing people?
bountyhunter
18/9/2021
14:11
Just received £10k from a will settlement Want to invest here but should I wait? Prospect of a rate rise next month due to inflation
gilesy911
18/9/2021
13:47
Similar Elliott article in the Daily Telegraph last night. Specifically re: holding size it suggests: 'Elliott is understood to have amassed a stake worth more than £500m in SSE, making it a top five investor.' ... then describes re: objective to break up the company, then: 'It is understood that other institutional investors are broadly supportive of the plans.' Looking at the way SSE closed out the week, I'm not sure the market is convinced...
jrphoenixw2
17/9/2021
22:52
Hi, Interesting developments here. Elliott holding is thought to be in the region of £500 million according to this article. Https://www.msn.com/en-gb/money/other/sse-close-to-being-split-up-after-activist-pressure/ar-AAOyF79?ocid=msedgntp Goldpig
goldpiguk
17/9/2021
21:46
Exactamondo Bounty
paulo435
17/9/2021
21:26
Elliott clearly must have a holding considering the breadth of the media coverage, it's just a question of what size their holding may be imv. Even if they hold less than 5% they may have talked to other significant shareholders and have them on board with their future aspirations. I've not seen a TR1 but they could still hold 4.99% without declaring in theory... In accordance with the Transparency Rules Directive “DTR”, a person must notify the issuer of the percentage of its voting rights he holds as shareholder or holds or is deemed to hold through his direct or indirect holding of financial instruments falling within DTR 5.3.1R (1) (or a combination of such holdings) if the percentage of those voting rights: reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK incorporated issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within; Https://www.clearstream.com/clearstream-en/products-and-services/market-coverage/europe-non-t2s/united-kingdom/disclosure-requirements-uk-1280798
bountyhunter
17/9/2021
21:21
Now in the Telegraph. PS I agree with you Marktime that we should expect facts and evidence to support stories ….especially from the broadsheets, but I guess they are putting their reputation on the line here and so sources have to be fairly reliable given the number that are now publishing this.
paulo435
17/9/2021
15:53
SSE Bundles Two Projects in Scotland into One 4.1 GW Offshore Wind Farm. https://www.offshorewind.biz/2021/09/17/sse-bundles-two-projects-in-scotland-into-one-4-1-gw-offshore-wind-farm/
skinny
16/9/2021
13:04
Well I take it back then because the FT is making the same mistake as others, saying "has taken a stake" in the headline followed by "according to sources" followed by "declined / also declined to comment". Shame on Arash Massoudi and Natalie Thomas, I was just praising you for being better than that. There is still no evidence for any of this, just whispers from Bloomberg's unnamed sources. Shameful, why aren't the orderly markets authority insisting on transparency from both parties, this could be clever insider manipulation and as you say now the speculation is creating its own momentum. It could easily be true of course. The price movement today flirting towards my trim trigger. Not yet.
marktime1231
16/9/2021
08:45
Renewable energy stock split? Activist investor Paul Singer’s Elliott Investment Management has just called for a breakup of SSE into its regulated electricity and renewable divisions. Having built up a large stake in the company, this strategy will come as no surprise to anybody watching the stock closely. Elliott has taken similar action in the past. In 2019, it pushed EDP-Energias de Portugal SA to spin off a renewable energy arm. And the share price in the new business has tripled over the past four years. An Elliott-backed SSE stock split could easily be profitable to existing shareholders. Https://www.fool.co.uk/investing/2021/09/15/1-renewable-energy-stock-to-buy-right-now/
bountyhunter
16/9/2021
08:43
"Breaking up SSE is right out of the fund’s playbook, with Elliott having pushed Portugal’s EDP-Energias de Portugal to sell part of its electricity distribution business and put proceeds into renewables. SSE has reorganised its business in recent years to focus on green energy, with the company planning to treble its renewable output by 2030. The group also sold its 33 per cent stake in gas firm SGN for £203million last month to fund its growth plans." Https://www.thisismoney.co.uk/money/markets/article-9990915/amp/Activist-investor-Elliott-Management-demands-break-SSE.html
bountyhunter
16/9/2021
08:32
Not far from an ATH now ... Funny how the Elliot thing becomes a self-fulfilling prophecy , bit like shorting in reverse. Gosh this must be bad as everyone is shorting, let's sell.
wad collector
15/9/2021
22:52
Further articles now also appearing today in the FT and Times re Elliot. Adding to the chatter from many weeks ago.
paulo435
15/9/2021
10:02
hi everyone. SSE is Morgan Stanleys top pick in the space. they are essentially saying that at current levels you have the offshore wind business for free. as for the Elliot spec I think they will be using swaps in 2/3 banks to prevent disclosure - thats been the modus operandi in the past in uk deals - bhp for example . with the green play / egg funds etc this feels like it can keep grinding higher without an activist. with one just like with edp we would look at getting renewable spun out and a much higher return. there aren't a lot of these names around - I like siemens energy too in the space but my point is I think we see higher prices.
wiganpunter
14/9/2021
22:34
Thanks bountyhunter, a good example of the press headlining things like Elliott "has built a stake" only for the article to say lower down that it has not filed a holding or announced building a stake in public or confirmed any of the media reports, no comment from Elliott or SSE. The FT sets rules for itself in these situations, it will want to have more than one independent source or hard evidence before it reports rumours, otherwise you look pretty foolish if you have been whispered in to spreading rumours, indeed you can end up being accused of scheming to manipulate markets in concert with traders, as FT was accused of doing over Wirecard. Others in the media are not so cautious. I'm not saying it is or isn't true, but people repeating what other people have reported does not make rumours in to facts. It certainly is plausible, and it has obviously occurred to others including SSE themselves that there may be more value in the individual parts of SSE than in the whole. Enough has been printed now for punters to want to speculate, and I will trade my own position on the balance of probabilities whether something might come of this. What do you reckon? A 25% chance that the share price might get to £24. A 75% chance that it will fade back to £14 when nothing comes of it. That means trim in the high 16s I think. Where is your money?
marktime1231
Chat Pages: 146  145  144  143  142  141  140  139  138  137  136  135  Older
ADVFN Advertorial
Your Recent History
LSE
SSE
Sse
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210927 11:34:37