Member Info for bunsenburner123

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

Unbelievable news yesterday quite frankly

Completely left field

Massive JV on new territory

Rerate took two weeks last year on a potential JV

Watch this fly in the coming days and weeks

HUGE NEWS guys

WELL DONE holders

I’m

Banking on a Verkhuba JV now

🚀🚀🚀🚀🚀

Alex just did a mega deal with a top 5 mining GIANT

GET IN THERE

Snowy not part of it!!! Alex holding the Crown Jewels don’t you worry about that 🚀

1. The wording: “gold projects in Kazakhstan”

Snowy = epithermal gold, yes — but

the RNS references:

“two proven, underexplored mineral belts” (see Figure 1)

Snowy is not part of a “belt”; it’s a discrete epithermal system sitting on a structural corridor.

The two gold belts they have are:

• Rudny Altai Gold Belt

• Steppe/Chingiz Gold Belt

This matches the map they’ve shown many times before.

Rome wasn’t built in a day. Look at GMET for example

The rerate will be steady and continual

10p by May my best guess

Joking 😂😂😂😂😂

Best damn news I’ve ever read!!!!!!

🚀🚀🚀🚀🚀

DONT SELL TOO SOON CHUMPS!!!

Is that good news?

I thought we’d had 2 years of el Nina hence low winds?

Could be a great few years ahead for UKW that’s for sure

10% divis plus 10% capital growth for the next 3 years I think highly likely

Kepler’s flash note says the sell-off in Greencoat UK Wind is extreme and not justified by fundamentals. The government announcement is only a consultation, and the last time they ran the same consultation in 2023 they made no changes at all. Even if changes happen, UKW’s exposure to ROC indexation is small, the remaining contract life is short, and the dividend is strongly covered. UKW has multiple safety levers, continues to buy back shares, and has a resilient portfolio with diversified revenue streams. Kepler’s view is that the worst outcomes are already more than priced into the current discount, meaning the long-term investment case remains intact and the current price weakness is driven by sentiment, not by any real deterioration in cashflows or dividend strength.

Great RNS just out

Look at the trades in #ORR

Sorry to hear that mate

Yes you defo need to research UKW - for me it’s a retirement opportunity

Even in a bad year the cover the divi 1.3x. They own over 45 wind farms, diversified. Throws off cash. Great management. Risks are low wind and Goverment policy changes. Even in low wind tho divi is still well covered and not a lot the gov would change as they’re pushing for more wind and a lot of it is contractually

Ahh no sorry dude! I just didn’t think anyone would bother with £1500. Better off on AIM surely? Get it to £10k at least

Zebo UKW’s problem isn’t “terrible performance” — it’s macro sentiment and discount-rate pressure, which hit every renewable trust. The underlying assets still generate strong, contracted cashflow and dividends are covered even in weak years.

Raising new capital isn’t essential because UKW’s portfolio is fully built, mature and cash-producing.

Buybacks do create real value when done at a 25–30% discount, because investors instantly gain more NAV per share and a higher share of future cashflows. It’s not cosmetic — it’s mathematically accretive.

A takeover is possible, but not required for strong long-term returns.

Btw 1500 shares is about £1500? That’s not very much, almost not worth having?