The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
My thinkung atm is government's are going to kerp throwing money in to stimulate the covid recovery and they'll allow bond yields and inflation to creep up, This is very bad got us short term. But once the economies have opened a bit they'll then begin reigning them in, then the tide will be more like slack water rather than tide against us. Then in 2022 the green roll out will be in full swing and we're in the right place..
So with all that in mind I've decided to keep all my green stocks and ride this out.
Buy metals soon too...
Eqtec is my favorite greeny still and hence added a bit just now. GLA
New institution taking a 5.88% stake, seems a very positive sign.
Hi all, the large correction in the green sector and others is increasingly obviously down to the US bond yield figures and nothing whatsoever to do with any loss of belief in the necessity for the green revolution.
I believe in the sector and Eqtec, I've added lots of funds ready for the future.
GLA
I don't really care if you sell or hold and don't mind people looking for weaknesses in a stock (its to be encouraged) but mindless attacks without detail or focus are just that - mindless...
Ciau
Nice one Der Sack....
Charlie Brown I ignore yourself and Isa bug you have a right to say what you like... However at 12.29 you say when the FD sells its time to get out and an 1.43 you say your holding shares (oh and not de-ramping you say)....
Well which is it, you taking your advice and selling or taking your advice and holding????
Anything that is as yet non profit making and has large Capex is experiencing limbo atm as concerns over future interest rates increase due to bond yield figures. Add to that the realisation that tech stocks are very expensive so some selling there too so now volumes are really low.
I've added substantially to my Eqtec position during this quite large dip, I had 22 positions and have slimmed down to 15 now and reallocated most of the cash to Eqtec.. I'll wait now for my bag to grow.
Eqtecs price volotiliy since mid jan is massively/mainly due to market forces and concerns over things like slow Covid vaccine roll out in EU and US and lately over bond yield levels and interest rates etc.... EQTEC will be sound, as will all my other green stocks.
That'd be a good little easy uptick wouldn't it : )
I'm of the opinion that despite Tekmar's market position and the size of the market its been overlooked as an oil-based company rather than a renewables based company. Of course it is infact both and its only a matter of time before many more investors realise its green side of the business and we see a doubling and then trebling of the SP from today's prices.
I did think this recognition would of happened already but I'm hoping it'll happen pre summer.
Yesterday's drops generally were down to the powers that be realising they've printed so much money into existence that they've created inflation in commodities. Today it's the US's turn to deal with it, Powell doing speech 10am there time so expecting things to of calmed down allot by end of today. So after a bit of adjustment tmw hopefully covid and inflation priced in and we can get back to pricing in Eqtecs future successes again.
Regarding HL and maths skills... Just to illustrate my point : right now one of my shares Star Peak Holdings shows +6.7% on HL whereas IG shows - 1.16%....when you Google the share price it matches IG's, HL are Muppets but they have good markets access I'll give em that.