WN2 Jul 2026 15:53
This is the company which, through stupidly buying FAR too many shares at very much higher prices, f****d most of my pension provision, so I have zero reason to ramp them. However there seems to be traction now, and things are motoring nicely.
A classic 'hold' I reckon.
I do wish there wasn't quite so much emotion and armchair criticising going on though, it's just pointless and to those doing it, it makes you look rather bitter frankly.
CS is a Brahma of a deal, full stop. Having dealt with Italian bureaucracy over the last 5 and a half years though, I know it'll not be quick:
But it is worth waiting for.
Clearly, IF it flows this time, WN will be big in one way or the other. Given my tech illiteracy and then considering the number of times even I use AI, data centres over stranded gas reserves inland make imminent sense, and demand for AI is unstoppable , so after a few splutters, it's got to happen.
Now, RBD own most of WN directly or through Rathlin. (Anyone know how much UJO own?) And if this share for share goes through, they'll own virtually all of it.
So maybe we should ask pertinent questions now, instead of just carping on?
The big one for me is how near a massive water supply, or the sea, WN might be - which these centres definitely need, and in industrial volumes, for cooling