Member Info for Bananaman2

MPO, I think you need to take a good look at your attitude towards AFC. If you cannot see this company achieving what was set out earlier in the year then why are you here ? You have no belief in AB or the team at AFC. You need to change your mindset and start thinking positive or it will never work out for you. In my mind the AFC profit we will realise over the next 6 months has been spent. I feel that positive that things are about to become positively interesting for shareholders.

I also get the sense that interest is growing in the product. No need to be a sceptic like MPO. I have a very positive outlook on AFC for the remainder of the year. Confident in the product. Confident in AB and the team to deliver and start to generate meaningful revenue. Its power AFC generate which has a global market. Companies generating H2 with their products are a little way from having a market of any size and volume yet. It will get there but AFC have the saleable product to replace many current dirty methods of power generation.

250% of the dividend payment drop. Its fooking ridiculous. Such manipulation.

I'v given up caring. This is getting smashed and that's it. It will come back at some point. it will come back as quick as it fell away. I wasn't interested in selling at 1700 and not interested at this price or less. There are some very funny prices in the market at the moment and its just not worth the stress of trying to predict the bottom as not much makes sense. Chill.

Haven't got a clue bit just goes to show the manipulation in the market. POLY are still making considerable revenue and now trading on a PE less than 10 and soon to start a new mine operation which will increase the bottom line. A few dollars on the gold price make little difference but the SP has been hammered.

All I will say is don't lose faith. Done that too many times and ended up selling something much lower than I needed. Just have to be patient and take the dividend. That is why I am invested. That plus it is a hedge utilising gold. That doesn't seem to be working at the moment though.

And more bumming again. My god how low can this UK market get when looking at the heavily over inflated US market. Its an absolute joke. DLG dividend will be approaching 8% again at this rate. Certainly survived the COVID pandemic and will continue to operate for the foreseeable. Hmmmmm..........now should I just chuck it in and buy a low yielding stock with a PE of 50.............Not a fooking chance. Wake the fook up people.

Yes. I feel this way with many 'defensive' stocks in using pension funds and insurance. Some are trading at very low PEs now in the UK well below 10 and some below 5. But this is also compounded by staggering dividend yields of 7-9.2% well covered by earnings generated all through COVID. Things for these types of stocks in the UK are massively undervalued and it makes me think there could be a switch from US heavily overvalued and under yielding carp to UK value stocks such as POLY, DLG, MNG, PHNX, LGEN etc.

Some of the worst investor I have ever seen. Will willing pay for stock with PE's of 50 and no yield but just love to sell UK value stocks. Fooking idiots.

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What is going on with this stock

Unless there is a significant uptick due to volatility as seen in 2020. The £250-280m seems very conservative based upon the previous year of £409m but i guess if the volatility is not there and people are not trading then their revenue stream will drop off.

I am starting to see very low PE's and high yields for UK stocks. Dividends are well covered by earnings. Are we looking at further losses of capital but an increasing value gap. Something tells me that DLG could be trading well up in the £3's and still wouldnt look over valued. So why isnt it.

Another wonder is MNG. PE of 4.5 and yield of 9% dividend covered by 2.5 times earnings. Why ? surely if the SP doubled and dividend stayed the same a PE of 9 and a dividend of 4.5% would still be respectable. Just seems to be much value appearing in the UK market in comparison to the overpriced and under yielding US stocks

My purchase is usually followed by a drop. Looking at the charts this is well oversold and just about to turn positive on the MACD. Massive dividend even if cut by 1/3rd. Hopefully I have timed this right. Dividend seemed to be well covered each year also which means they are consistently generating a return greater than they are paying out. Come on CMCX, back to £3.25-£3.5 range and settle.

eccles04. These are my thoughts exactly. Very hard to keep a cool head when all around are losing theirs.

So LGEN is the worst in my PF in regards to the highest PE and lowest dividend yield and cover. But today i have witnessed complete and utter madness with MNG, PHNX, DLG. The most attractive to me as a buyer at this point being MNG. 9.15% dividend yield covered by 2.44 times earnings and a PE of 4.5. All this yet there are some thick 5hits selling stock.

WHY WHY WHY. Where are you going to put your capital ? In the bank at 0.01% with inflation at 5%. I have a PF built around dividend now and value stocks. All PE is below 12 and dividend yield average is 7.6%. Minimum cover is 1.2.

Should be safe but no accounting for idiots

What is that all about ? everywhere is red and 2-3% ? Why ? what happened to make the market think that these companies performance, high yielding, well covered and consistent dividend paying low PE stocks have further to fall. Its mental. Absolutely mental. Who is making these markets ? a complete bunch of idiots that cant smell and see value when it smacks them in the face.

Maybe they are cashing in and putting the money in the bank. Who knows, i am sticking with the plan of accumulating when the prices are low and the dividend is high.

All makes sense to me why capital is needed. Unfortunately for me I cannot buy through primary bid in my ISA. Will the SP drop to the offer price? Is this the normal for investment trusts or is it seen that the current price and premium to NAV is where GSF is valued. A little different to stocks I guess ? I will be happy to buy from the market at 107p if the opportunity arises. Makes the dividend look attractive.

Great RNS this morning. Battery storage going hand in hand with solar energy.

Enough is enough for me. KIBO being the final straw. I am out with my 100% profit. Could have been 500% but the last 8 months has killed it. Best of luck all. Great product just seems to be taking an age to get any manipulation size projects into the market. Best to luck all.

Bought some today. 10k for starters. Moving towards investment trusts to diversify.

This, HFEL, GCP and NESF.

Its getting smashed to buggery. Cannot get my head around this at all ??????

James, I will look into them. Much appreciated.

I have just added anther 3250. Thats it for now as the MACD looks like its going to turn negative which could result in a lower price. At which point i will add again.

I am also looking at GCP Infrastructure but holding off at the minute until the remianing September Divis are paid out and i can add them to cash from share sales today. I have held BP for a while and today sold at a 4% profit. I cannot understand why they are priced so low but for some reason the market will not let them rise. If they drop back I may re buy.

I also hold IMB and BATS. Plus MNG, LGEN, PHNX and DLG. The thorn in my side is POLY at the minute. So much to offer yet the market again hates them ???

I have a high risk PF which I am gradually selling down to much longer term slower moving divi paying stocks. 24 years short of 68 years old yet but if the dividends can reach my current take home pay it will make life a little more comfortable.

Best of luck and thanks

James, thanks for the response. I have always been put off by the OCR of investment trusts but have just called HL and they told me that any charges are in the NAV and reflected in the price. Therefore effectively there is no charge to be taken.

I am gradually moving into investment trusts as it gives greater diversity in the portfolio. I also hold NESF and looking for some others with a good dividend which is, where possible covered by earnings and perhaps trading around NAV.

Any opinions would be appreciated. I always look into my investments before buying so no advice required. Just interested to see where else investors are putting their capital.

Thanks in advance