Member Info for bunsenburner123

13 not 30

My point is, it’s not impossible, but it’s very very unlikely that the dividend will be cut

There would need to be a significant black Swan event and even then it would only be cut a small amount.

As inflation rises the dividend increases and as interest rates will come down nav will increase

What lol

80% of their cash flow is contracted

They increased the dividend every year for 30 years since they launched

The dividend is covered 1.3x, even in a bad wind year

Avg about 105p

Assuming two things:

1 - you’re in it for the long term

2 - the dividend doesn’t get cut

Then the lower the price goes, the more money you make

Best case scenario, price drops for 9 years then rerates back to NAV year 10 and then sell

Worst case scenario price stays high, then when you want to sell, price drops

The lower the SP the higher the dividends

I won’t be reinvesting my dividends today. Hoping it drops in the coming days or weeks

Really hoping we can slip to 96p when the divi’s land tomorrow

£10k of divis for me to invest

Might even have another £200k in the coming months. Praying sub 100p remains in place by then

Here are your final values after 10 years, assuming:

• You start with 400,000 shares in ALL scenarios

• Dividend per share stays 10p

• Dividends reinvested quarterly

• Price stays flat at 100p, 90p, or 80p

✅ Finishing values

• 100p: £1,074,026

• 90p: £1,077,138

• 80p: £1,095,742

🔥 Why the lower prices still do better (in a few words)

Because the dividend per share stays 10p, so when the price is lower your effective yield is higher, and you reinvest at a cheaper price → faster compounding.

Then imagine that after 10 years the SP went back to 100p from 80p…

All v positive

Huge news guys

Rulikha Is shaping up to be a bit of a monster

The lower the SP goes, the more money I make

As long as - the divi doesn’t get cut

And guess what - UKW divi is 1.3x covered in a bad wind year (1.8x+ in a good year)

If the SP dropped to 80p and stayed there, roughly 13-14% divi I will make a bloody fortune in 10 years time

UKW is not a trap — cash flow is still strong, dividends are covered, debt is low, wind output is normal, and nothing material has changed.

The drop is from government consultation noise + sentiment, which hits NAV models, not the real cash the business earns.

A trap is when cash flow collapses and a dividend cut is coming — none of that is true here.

This is fear, not fundamentals.

Https://www.fool.co.uk/2025/11/19/down-23-this-passive-income-stock-offers-a-10-4-dividend-yield/

Read the RNSs - They’re expecting grants!

If you read the RNSs you’ll see they’re expecting grants too

Grants from the NHS I might add

UKW is actually one of the lowest-cost managers in the sector and the dividend is covered after fees.

Eventually yes. When, who knows

We sold £200m of our older assets at or just above NAV

NAV is c140p

The company would not accept even 130p

Bodes v well

Just shows how cheap these infrastructure shares are atm

Crazy!

For me it’s buy buy buy

I agree I wouldn’t be surprised if Labour shot themselves in both feet but -

This review will clearly point out that option 2 will hurt net zero and longer term green energy so it’s unlikely they go with that option

The key point however is that the SP is factoring in option 2. We’re at the point of maximum fear although yes if option 2 does happen it’ll likely see 95p, maybe 93p but once the certainty has been cleared up the share price will start moving back up past 105p even in the worst case scenario

NAV will still be a touch over 130p with option 2. With a recession looming inflation will drop and we will start moving up

My view is if you have a lot of money, these prices won’t be around for much longer

Stockboy - it’s interest rates that have really impacted UKW - it drops its NAV and the market discounts it too hence the huge gap. It’s an unbelievable opportunity and I’m not far off all in here

Not sure what you mean Blib? Did you put a lot in MSTR and lose it?

Totally agree.

Have £200k coming but not for a few months, wish I had it now as would buy everything possible