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To provide shareholders with a sustainable dividend, that increases progressively in line with inflation, and to preserve the capital value of its portfolio on a real basis over the long term through the reinvestment of cash flows.
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13:26:23 90.699 5,616 was a buy not a sell
The Electricity Generator Levy has reduced cash dividend cover from 1.54 to 1.32. It's a still good investment at the current price, but I expect NESF, FSFL and UKW to achieve higher returns.
This is currently a good recovery share. It pays an excellent dividend. The accounts look very solid and year high is 122p so
lots of upside .....Just buy and hold...
The inevitable move back to £1 has started. A yield of over 8% and investment in environmental companies makes this a no brainier IMHO.
Only small top up 3K shares, but aiming to build a reasonable position over the year. Think the drift down of late is the low risk attraction of Bonds. I’m sure as interest rates get cut, people will look for more attractive yields and need to take on some risk. IMHO
JLEN Environmental Assets Group Limited is a Guernsey-based closed-ended investment company. The Company is an environmental infrastructure investment fund that invests in a diversified portfolio of assets that support the drive towards decarbonization, resource efficiency, and environmental sustainability. It invests in a diversified portfolio of environmental infrastructure that supports more environmentally friendly approaches to economic activity whilst generating a sustainable financial return. The Company’s portfolio comprises of approximately 42 assets located across the United Kingdom and mainland Europe. Its portfolio includes onshore wind, PV solar, waste and wastewater processing plants, hydro and anaerobic digestion plants, low carbon transport, battery storage, controlled environment, and hydrogen assets.
Lets hope you are not.... DrPatience as why they are falling? No idea.
Well, I think this is the right word? I have just opened a position with JLEN. This could well be a great investment for income or I am buying into a wind down situation. Clearly a punt on interest rates, I also wanted to diversify my portfolio, a small but exciting sector (s) represented here. Am I deranged (again).
Why is falling???
I see nothing to support a fall. Indeed, as interest rates start to come down, this yield is hugely attractive!!
Even if wound up due to the NAV discount issue, it's a winner!!
Used to hold these and have recently started to build a position here again. Discount and dividend are attractive.
Now reviewing my PF to hold more income generating trusts with the yields across a number being in excess of 6% and looking to grow their dividends.
I totally agree and have no need to sell but with the yield where it is and theNAV probably around 20% it’s more of a buy than a hold IMHO. I guess we need to wait to the next announcement.
I agree with spin - for such a high dividend this is relatively low risk. The capital knock only matters if you need to sell but I see infrastructure funds as buy and hold. I'd also argue that the JLEN portfolio spreads the risk on my behalf.
Interest rates should start to fall this year which should help.
Spindok. Stress free is a very relative term if you're buying shares. Spread the risk-I'm sure you do
This is not a share I panic about. I take the dividend in cash but have added along the way and now still show a overall profit.
I have spent about two hours reading today as I am looking to add another company to my investments and truthfully it not very exciting . Jlen is stress free...
It is disappointing. Possibly related to interest rates being held for a while. As riskingit says, one to sit tight if you can.
Can't see anything that's fundamentally changed Peter other than sentiment - One to sit tight and ride it out I think
The div helps 😊
Still concerned by the continuing drop of 1.18%
today, whereas GSF rose.
To me, and probably other holders this is not a good trend.
Wondering what might reverse this trend
Given the strength of dividend cover and good forward visibility the rating looks unduly harsh. Reflects a general antipathy toward this sector of the market
I am confused as you are! Yield is excellent, npv well above share price snd portfolio conservative. This share should be well above £1 IMHO.
Same question for the last few days? any views? with interest rates coming down, JLEN ought to go up!?
Very good yield now, even better (relatively speaking) later?!
I think they go on the last trade which was£1. The price hasn’t really changed much in the last few days but the market is a bit softer this morning.
Does anyone know the reason for yesterday’s 2.35%
drop?
Me too - topped up twice since xmas to bring my average down below 110 - Happy to sit and take the pretty safe and attractive divs - Pretty sure the SP will turn a corner once interest rates decline
A quality stock. One to hold long term for the dividend
I am relaxed over my investmet here. May add after the dividend..