Member Info for 2phevs

I'm sure the last T.Rowe one I saw before today was 2.8 something
Now it's over 3

https://www.msn.com/en-gb/money/technology/europe-eyes-common-subsea-wind-power-grid-to-bolster-energy-security/ar-AAXZAAk?ocid=msedgntp&cvid=c8f2f8a1070c45cea5c2ea6da29edd10

Just added more @12.09 cheaper than the CEO hehe

610000 shares

Personally AUen I don't think you should make sweeping statements like you have done today and in the recent past
web hosting can be changed like the wind but fulfilment, logistics etc can't.
Maybe worth getting this type of info from the horses mouth rather than your thesis could be a question at the AGM

Can we have a humble pie apology from AUen years

Nobody read this yesterday
https://www.msn.com/en-gb/money/other/loophole-could-let-north-sea-oil-and-gas-giants-slash-uk-windfall-tax-bill/ar-AAXQ8BH?ocid=msedgntp&cvid=7b537280dbde42249974c8257e91b5df
tempted to sell something else to top here

No problem m8 as long as you can say c'est la vie and enjoy it

try to stay away from wind trust due to the constraint payments paid if they have to turn the turbines off I think this is the 1st thing that will stopped so just sticking with solar trusts at the mo but did well in tgp before

yeah got nesf and usfp long term for the divi the usfp is recent because of the drop (due to strong $) so should turn upwards with the DXY curve turning GLm8

just back here after recent US news and SP at very attractive rate

https://www.msn.com/en-gb/news/world/us-signs-major-wind-power-deal-to-provide-electricity-for-1-5-million-homes/ar-AAXNlX1?ocid=msedgntp&cvid=dc522303aca54f43a20918e98aa88f4e

This type of turbine is Tekmars speciality, tgp just recently got a US contract and they teamed up with a US bouyanvy firm last year.
NO WONDER Schroders did that over priced placing at 45p back in March

T Rowe probably lent them out ste on a profit share and interest now they're calling them back in and selling them for probably a profit
would be interesting to see who borrowed them another one to take of MM's Xmas card list his PA will have a lot less stamps to lick this year to be frank (pardon the franking machine pun)

I've read 91p in the £1 soder so should be around $82 mill or £65 mill yipeeee
GLA

shouldn't worry about capex/investment costs going forward this article explains that IOG will get back 91p in every pound from HMRC
https://www.msn.com/en-gb/money/other/uk-tax-plan-incentivizes-oil-gas-producers-to-pump-more-fossil-fuels/ar-AAXLo4k?ocid=msedgntp&cvid=14eca83f3f14466fa1c8fae6f938c7fc

Foreign producer dodges windfall tax on its outside UK production then gets huge investment TAX breaks on UK development assets if a Foreign producer bought IOG
By the time investment finished so should the windfall TAX IMO

Just opened position here GLA

like I said a few hours ago a win win for i3e Olderandwiser
GLA

Luckily in dec too troajan

Yep Gusto taken from 2021 Annual report
The principal activities of the Group consist of the appraisal of oil and gas assets on the UK Continental Shelf and
of oil and gas production in Western Canadian Sedimentary Basin. The Company’s wholly-owned subsidiaries - i3
Energy North Sea Limited and i3 Energy Canada Limited are independent oil and gas companies with appraisal
assets in the UK and producing assets in Canada, respectively. The Company’s principal activity is that of a listed
holding company.
i3 Energy Canada Limited (where most revenue comes from) is governed by Canada Business Corporations Act
I'm doing the same as you

And no 25% TAX on our Canadian assets a win win for i3e Just listening to Rishi

overall ended up going long on the day