The Renewables Infrastru... Share Discussion Threads

[tuftymatt] 04/5/2023 08:06

I was hopeful of a run towards 135 ahead of ex divi in a week but with wider market issues I am not so sure now.

Good luck all 👍🏻

[igoe104] 16/3/2023 16:59

These are lagging way behind UKW now. Big Director buys, give UKW holders more confidence. I hold both for the record...

[yump] 15/3/2023 13:51

It will just be a reaction to potential gilt yield rises, increased cost of capital, plus some economic contraction which has sent most prices down

[makinbuks] 15/3/2023 11:57

Fund redemptions? This is a closed end investment trust

[igoe104] 13/3/2023 09:46

Probably fund redemptions, they will be forced sellers because their clients are panic selling.. opportunity for those with spare cash...

[gateside] 13/3/2023 08:53

What's causing the fall here?Much weaker than other renewables currently are.

[stewart64] 24/2/2023 08:15

The gilt rates are a reflection of the total failure of the MPC to control inflation. They stoked inflation after lockdown with zirp. Totally unnecessary, the economy was in overdrive and there were supply side constraints, unbelievable school boy errors, Bailey. You couldn't even get a table in a restaurantsuch was the demand. Mann was probably the only exception of sense on the Monetary Chumps Committee. They have left us with sticky inflation, high house and rent prices and wage demands. They should by and large be sacked.
We have the worst inflation record of just about any advanced economy. The Chumps have missed the 2% inflation target by 50% over the last 20 years. BOE have lost all credibility.
The sheer brass neck of the Committee, to blame all this on Truss, that's already worked its way out. It's you BAILEY that needs to fall on your sword.

[tuftymatt] 24/2/2023 08:14

I agree nerja that higher fixed income rates mean risk off is becoming more of a go to over equities.

Like with most things in life there needs to be a healthy balance which is why I am happy to hold here and add a bit on a dip to 120 if it happens. Hopefully it wont and we can push on to 140 though 👍🏻

[nerja] 24/2/2023 06:18

I think the gilts rates going up has a follow on effect for the bond proxies, all mine have come of some, the higher the divi they pay it seems the less they have fallen over the week. Trig and Ukw have what appears the lowest divi of the group so that may explain it. The real question is how high are the rates going up to, if it goes to 5% on a gilt why take the risk of only 5% on these is probably the thinking.

[gateside] 23/2/2023 20:24

Yes they were OK, but something spooked both UKW & TRIG this afternoon.

Maybe a Brokers note knocked them back. Both will do well long term.

[igoe104] 23/2/2023 20:01

Ukw results looked ok to me? 13% increase in dividend as well.

[gateside] 23/2/2023 19:43

I bought yesterday on the back of excellent results at 130p as it looked range bound between 130p & 140p

I think this fell today as the Markets were less keen on today's results from UKW, which also fell.

Happy to hold TRIG and collect the dividends and in time I'm sure this will reach 140p

[igoe104] 23/2/2023 17:21

Must be fund outflows again, no reason for these to fall...

[starpukka] 23/2/2023 16:32

Bought today @ just under 125.4; on the slight dip despite very good results.

[tuftymatt] 22/2/2023 08:00

Yes very positive figures and great to see a solid divi becoming even better 👍🏻

[1realist] 22/2/2023 07:43

5% increase in dividend on the back of a 115% increase in earnings per share. Solid.

[igoe104] 22/2/2023 07:23

5% increase in the dividend, big jump in EPS. These continue to look a solid share to have in your Portfolio...

[1realist] 21/2/2023 15:55

Results out in the morning. Expecting to see a solid rise in share price here after upticks in NAV, profits and dividend tomorrow.

[igoe104] 16/2/2023 11:30

Ic interview.

[tuftymatt] 10/2/2023 19:36

Yeah let's hope we can get back to the September high before too long. Stuck at the low 130's for a while now but I have been happy picking them up at 130 or under.

[1realist] 10/2/2023 17:26

Should get RNS on NAV update and 2023 dividend target in the next couple of weeks. Expecting progressive uplift on both, which should in turn see share price range rise a bit. 145-150p target range soon after next update IMO.

[jong] 09/2/2023 09:58

XD today. 1.71p per share payable on Fri 31 March

[petersinthemarket] 08/2/2023 17:19

Agreed, TRIG and UKW charts are virtually identical, except that TRIG share price hasn't taken off - yet.

[igoe104] 24/1/2023 09:25

This share is very much in the background compared to UKW. They were similar prices acouple of years ago, these are still a similar price, whilst UKW is around £1.60. UKW have just increased the dividend by 13%.

I hold both...

[stewart64] 24/1/2023 09:20

This really has done badly in the present Bull Market. Compared to UKW ( which was already enjoying a racy valuation) this has fallen 2% over the last month, UKW up 4%. A price rise for these is long overdue. But if it can't do it during a Bull run, you do wonder.