Member Info for dadean

If oil goes lower and gas makes a u turn, the levy will drop off and we'll be making even more profit ironically

but jeez market in turmoil last few weeks huge moves across the uk markets, different market to 2023-2024

Just looked back at those volumes and see what you are saying Jrlse, over 3 million shares traded on the 3rd and high yesterday too, i've been trying to understand this one better lately and the more i review the more i like, news flow mainly positive at the moment, sentiment should catch up with fundamentals

Just my thoughts, but I'm confident it'll be paid, the co. Don't wish further alienate their shareholders plus with the tax credits on the way, it must be near certain to be paid

Interesting strategy Rylidan, a lot of value in the sector, think solar wind and bess particularly interesting at the moment. Will we see the discount narrow? It's taking time but hope so. Large cap gains possible, but it's a long wait

Roger, the moves post buying can be annoying, I see a lot of value in the three, just hold nesf, but thinking diversification...

But nesf is the one I know

Thanks Terry, appreciated. I will look into a new provider and quite possibly rehome the two isa's. Noted ref the money market funds as stop gap, good yielding idea, thanks & potential cashback.

Hi just wondering what's others opinions of the likes of foresight and bluefield. Quick looks suggests all similar, however bluefield more debt than us (x preference) but fixed at lower rate, foresight looks as good a company as this. Returns all over 10% div with nesf on lowest cover. All look appealing. Views appreciated, thanks

Thanks Dennis might open a new ssisa next tax year and try transfer, sadly own don't accept transfers

Hi, but off topic i know, but i was wondering if anyone had views on the following. Earlier in the year i subscribed to a cash isa, nearing the end of the tax year, i now wish id kept that allowance & used it on my stocks and shares isa. now i know i shouldn't just cash in the cash isa and put it in a S&S isa but if i did would it really get flagged and get me in trouble?

its not about oversuscribing in the year as i would be below the 20k, it just about moving the funds. the relevant authorities would never know that the rule had been broken, or would they? (my SS isa does not allow transfers in of cash isas) or other stocks and shares isas for that matter.

what do people know of how these things are enforced? i remember one year i accidently openend two products in a year, went over the limit by £10 and nothing was said, i was worried that the tax authorities would come after me saying rules broken but they didn't

any thoughts greatly received, thanks

Sentiment mostly positive here I see, as am I mostly. However what a run of bad news and negative share price, must be downward 2 years... I'm beginning to get a bit miffed by it, although have spent too many hours studying the Co.. I had some trading shares in addition to my main holdings. Stupid me didn't sell them when we peaked few weeks back. It felt toppy back then but I held out for more. Lesson feel toppy, sell... I wonder if we ever see 180p again. Not sure at all now.... Still keen on the company but maybe I've been drinking too much of the cool aid as they say.... I'm relatively confident in the free cash flow so will hold out for the divs and hopefully the transformational acquisition, gla

Depending on the % gas/oil they produce this could hardly dent profit as with gas 78% suctioned away, plus all reps deductible, will have an affect on profit somewhat though

Thanks Gavster, I missed that one myself, in that case not such a bad day for nesf. See my ukw down too, maybe (no idea) x div too. I've lost track of those dates! Thanks

I was wondering why this was down 3% today, read the news, probably reform wanting to tax renewables further.... Well thankfully on this point they've only a limited chance of influencing policy. Anyway we're paying Corp tax and some additional levy anyway. Hands off our cash flows

Thanks Steve, i was interested in reading up of the listed north sea gas producers, fewer than i thought, interesting subject

Hi Eccles, good yield indeed, I certainly wasn't having a go at current share holders, comment aimed at the many unknown holders who dumped UK green investments as interest rates rose.... This Co aided near an additional 0.75% to my portfolio yield, I used to think 3% was good. Think my average is 7% now and this at like 13 or something

I wonder if people understand nesf, virtually no costs to the business, few percent of revenue maintenance, perhaps bit more recently ref inverters.. 1000/ac ground rent, management fees... Subsidised revenue, that's why the div is covered even after debt repayments, interest and depreciation of asset... Seems like a steal

Thanks Noquestions, that's interesting, thanks for your reply much appreciated.

No one know anything on this? , cheers in advance

Receiving the tax credit alone could punt this up 20%, if you believe the value of credit not priced in.....

Hard to believe where this is now, i ran numbers a month ago and at a push the 7.5p div could be maintained. they should have reasonable cash inflow this year. hard to believe that at current price the 4p of 1p dis would near be 10%

amazing how share price rerates work from here though, if we get to 40p, and increase to 48p thats a 20% increase.

I think i will be buying again if we see 40p to topup. average down and expect a rerate

overall i think this is a good company even if their produce is pretty insecure and dangerous.

i would not be surprised to see good share price movements from gsf, in the next 0-18 moonths