Vh Global Sustainable En... Share Discussion Threads

[tag57] 12/11/2024 20:24

Divi declaration should be this week as already a bit late compared to last couple of years. Maybe a couple of investors getting a bit nervous due to the delay. Doesn’t take much at the moment for PI to take fright at perceived issues.

[speedsgh] 12/11/2024 14:53

Fairly brutal share price fall today on what appears to be relatively low volume. GSEO is now back down to 39% discount to Jun NAV 110.84p and yielding 8.4%. This compares to ORIT 27% discount + 8.0% yield.

GSEO Sep NAV + div declaration should be released end Nov/start Dec so the current discount may in reality be greater than 39% (assuming a further reduction in Sep NAV).

[speedsgh] 31/10/2024 10:10

Commissioning of two hybrid solar and battery storage projects in Australia -

[yump] 22/10/2024 12:21

Perhaps all the private finanacial advisers get a % when their clients shift money out and another % when it goes back in somewhere, so a nice incentive for scaremongering, thinly disguised as sound financial planning.

[gbcol] 22/10/2024 09:34

Yes I agree with that. Rachel Thieves has certainly caused a lot of concern with her rumoured attacks on hard earned pension pots. On a presentation on another fund in the sector a few days ago they intimated that share price weakness was down to private rather than insti investors selling. Budget next week, so not too much longer to wait. Hopefully it won’t be as bad as many fear and the withdrawn money will start flowing back in.

Also, it’s only a couple of weeks until interest rates are almost certainly cut again, which should help.

[cc2014] 22/10/2024 09:03

Someone is selling for whatever reason. Some more lumps at 73.3p.

Other lumps on a few stocks in the same sector.

Gilt yields strong but and oil weak (gas not) but I suspect it's more to do with cashing in pension lump sums ahead of the budget.

[hindsight] 14/10/2024 18:32

Started to research here and on first impression one issue is the discounts rates vs peers
Brazil at 9.5% seems low when consider the BRL to GBP sovereign debt rates

[cc2014] 14/10/2024 14:26

And now Stichting selling a few. Pah.

[cc2014] 14/10/2024 14:24

I assume based on this Witan have been reducing for some time.

I seem to remember someone saying both Witan and Alliance had decent sized stakes in GSEO which would necessitate them selling it down, but they were in no hurry.

I'm not sure why companies act like this on a merger but we saw it before with Rathbones. The AUM is the sum of the parts so I'm not sure why that means they are forced to buy or sell anything as the percentages will still be the same percentage of AUM

[cc2014] 11/10/2024 17:42

Regrettably they are reducing which was expected

[hpcg] 11/10/2024 17:15

That is one hell of a holding RNS from Alliance Witan

[rambutan2] 06/10/2024 14:41

And another worthwhile presentation, from the start of the month at Shares mag:



The key takeaway for me, is that there is still a great deal of value to be farmed from the current portfolio. Both as projects mature, but also as add ons and improvements are made to the current holdings.

[yump] 03/10/2024 17:55

Yes what we need is integration ;-)
Differentiation is divisive - two-tier society - its unfair - we deserve better etc etc

[bathcoup] 30/9/2024 16:15

rambutan2,

Thanks for the link. I've just watched the presentation. Co-Chief Investment Officer Richard Lum repeatedly talks about investors getting a "differentiated return".
A return is a return, good or bad. I don't pretend to understand a differentiated return.

Have invested here since IPO. I guess I'm right in saying my initial investment has been differentiated!

[rambutan2] 19/9/2024 19:15

Here's today's presentation, which I thought helped add to the picture:

[yump] 17/9/2024 15:25

90p jump then a wibbly-wobbly line to 100p ?

[31337 c0d3r] 15/9/2024 10:07

Well yes, the chart is actually nature, plotting movements in price due to transactions based on human psychology. Just as the motion of a colony of ants creates a nice picture in time lapse photography.

[yump] 15/9/2024 09:14

The chart has a nice Feng Shui symmetry about it which also ties in nicely with the symmetry found in nature.

Expecting a consistent rise up to 100p very soon.

[rambutan2] 13/9/2024 20:44

The Witan stake will rather depress affairs until the market is confident that it will not be continually trickled out for months on end. Alliance have assured that they are sensible and under no time pressure, but it's still a big slug to divest, unless some big buyer/s can be found.

[hpcg] 13/9/2024 16:42

Chart patterns possibly forming are an inverse head and shoulders and a cup and handle. One could argue the latter has followed the former. The breakout from the aforementioned 78p is required for confirmation.

[speedsgh] 13/9/2024 15:22

@CC2014 - I much prefer your analysis of the charts to that of the so-called experts :o)

[rambutan2] 13/9/2024 14:37

Heading towards 1.5x div cover along with nav growth, suggest Kepler, which chimes in with my thinking:

[cc2014] 12/9/2024 12:00

I was going to write something about the volume going through and putting down some thoughts that someone must be selling out a significant sized holding here. The trades go on and on and some of them are quite lumpy. Lumpy not a term used often with regard to the stock market but that's the best word I can find today.

Then I noticed the chart in the header. I'm no chartist, I can do support and resistance and trendlines and if I'm in the mood converging triangles (if indeed that's what they are called)

It seems to me we are bashing away at resistance at around 78p where we've had very many failed attempts since September 2023. So, I suppose that's where a big seller has put their marker down.

I cross my fingers and hope that once the seller here is finished we will break higher and move up with gusto. Again gusto not a word I see the analysts use, but I consider it a good one.

[rambutan2] 11/9/2024 20:24

Seems all ok, some slight delays but heading towards full implementation over the next 6-18mths. Pgs 17-18 of the presentation below offer a bit of detail on the recent Euro deal in which we are partnering up in order to get more bangs for our bucks. Leverage will be used, but will only take overall gearing on the fund to circa 15%, so still very modest, while a 15% irr is the stated target for the projects.



The full report:


The quarterly factsheet:

[speedsgh] 11/9/2024 09:23

Interim results for the period ended 30 June 2024 -