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To provide a sustainable and attractive long-term dividend by investing in a diversified portfolio of utility scale energy storage projects located in the UK, North America and Western Europe.
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At least if it is being treated as a bond that suggest that people with more knowledge than me the dividends to continue to be paid. I'll just sit back, collect the dividends and wait for the Fed to break something.
This stock is being treated like a bond. The market does not care what it does.
The cash flow is being discounted at a higher rate because American cpi is higher than forecast and interest rate will stay higher for longer. Hence a lower NPV.
dyor and act accordingly.
jr
Battery storage is the. future and GSF are. very well diversified geographically.. and have a great dividend. BUY.
This has been a tough hold. I find it hard to understand why GSF is back to this SP level. At the weekend I went back over everything again. If the project(s) underway in the US is completed and energised, then cashflow generation will materially boosted. In the meantime the company has the cash reserves/flexibility to fund the dividend policy to which it has just recommitted. We’ve not seen anything to suggest that the US objectives won’t be hit.
I think we’ll look back on this period as golden opportunity.
Shorters don't normally fight against a buy back. No such luck here. Reduce the dividend and switch half to buy back IMO. Good for anyone who pays tax on their dividends.
Really don’t understand this one as Grid is up today with a much weaker model
Surely the 'get out of jail' card here is that if the price falls to a ridiculous discount to NAV and the management cant re energise the SP then they are under pressure to wind the thing up and pay out the proceeds ? Or they get taken out with a bid ? Rumours of a bid for Harmony were reported on Citywire .
Question is rylidan 'Why is that'?? Reasons ??
So in less we've gone from being a great buy, to being a great sell? What about the recent reassuring RNS! Being played with I reckon, so time to take advantage soon and add to my collection.
GLA
Panic is beginning to appear like the best option !! It knows no other direction bar one.
its a conundrum for sure. i bet there are investors who sold amazon and who held gec who have different points of view. i wonder if there are any who panicked and sold gec and held their nerve having bought amazon. one thing is for sure - whichever end of the stick i grab its usually the ****ty one :-)
Yes, Canetoad, but you may be suffering a large loss if you sell now - but if you hold you will continue. to collect the. excellent. dividend!
If I hold what I believe is a good asset/stock/trust, but the market disagrees with me and keeps tanking, I tend to respect what the market is saying and exit in order to protect my capital. That means that many times I'll regret having exited, because it often bounces back the moment that I sell. But that's the nature of risk-management... I'm at that point again now. I add to winners, not losers. There is always the chance to buy the asset back again - that is the advantage that a small investor has over large investors who *cannot* buy/sell so quickly.
A chance to take out panicking investors - I wish I had a quid for every time Ive heard that before it all went tits down - which is what they are panicking about. No matter what the big time charlies would have you believe fear (if not panic) is a well tried and tested method of protecting your capital if not producing windfalls.
Don't get what they are panicking about...
jr
If you got the money, you have another chance to take out panicking investors.
jr
Glad that I didn't topup...
Good job the last update was positive - jeeesuuus. This one is hard work
LSE Buy/Sell are way off I’ve just added some more at 72.22p
Hope the marker separating GSF from the other two is now in and this can begin a recovery
Just bought at 70.836 - showing as sell
That appears to be a timely notification. There are clearly issues in the UK but market reaction was to take the whole sector lower, I think as this plays out GSF’s diversification card could be a real winner as those hit recently look for better diversity
I'm happy with the update this morning; if what they say is true, it goes a long way toward de-risking this investment. I'll give it a few days and may consider buying another small batch once the dust settles.
Seems to have done the trick too, for now at least. Must admit I wasn't expecting that this morning. Fingers crossed for a steady rise from here.
Agreed. It quite clearly says “no problems over here”.
They have come out fighting! LOL!
Good for them and us. They did not need to issue this RNS, it underlines their confidence.
jr