Member Info for Everglade

Morning all. Maybe someone can help. On the daily RNS, various bases of value are stated - Cum par, fair par etc, which I believe relate to debt and income and how they're treated in calculating the NAV. Is there a general rule of thumb on which one should be used to assess real value / the premium or discount?

I'm feeling your pain Figgsey. I think it's a mix of Govt pressure on tech co's and the US relations headlines not helping either.

I read an article yesterday that said that the S&P Global Clean Energy Index is increasing in size from 30 to 100 companies. This should mean that INRG has a more diverse basket and lead to less volatility going forwards. I haven't found a definitive date for this change, but I think it's some time towards the end of next month. Please dyor, but imo this should be a good thing longer term.

Holla - more flesh on the bone since i read the headlines earlier. That statement gives some reassurance and hopefully will help lift Plug's SP which is currently getting hammered.

Reports circulating that Plug Power have identified accounting errors and need to re-state their financial statements going back to 2018....

Thanks for your feedback. I've been looking at PHI for additional exposure to the wider region, but the SP is 10% higher than the NAV, which is stopping me pushing the button. Average SP/NAV premium has been just over 3%. What's the general consensus in this scenario - wait for the premium to shrink, or the issue of equity to bring it down closer to the trend? Thanks EG

Maybe a daft question, but are these transactions a dilution, or moving shares from one pot to another and meaningless from a SP perspective? Cheers

Is this the Biden effect? Great movement today. Dipped a toe in here a couple of months ago and it's not looked back. Long may it last!

Hoping to recoup the cost of the turkey by the time I get to the front of the Q. About 100 people ahead of me...

Just donated, well done Mr Broadland.
For the YE2020 comp, please could you put me down for 64p
Many thanks, Everglade

Sorry 0.44p per share!

44p per share from my calculation.

I've moved house twice, got married and had a family whilst holding this share. Grandchildren are a long way off though, so i must be the resident whippersnapper!

2 x 300k buys this morning are me (1 not showing yet). Wanted more but they're not available at the mo. Looks like there's a Q for them too!
A long term lurker here, it feels like there's not too long to go now before KRS comes good. GLA

I've just donated, well done Mr Wids and great cause. Please put me down for 68p this year. Good day all...

According to the asx announcement, the trading halt is for capital raising and we should find out why via another CAI rns ahead of trading tomorrow.

I suspect that this will lead to dilution, but on the basis that CAI is meant to be well funded, it should only be dilution for something worthwhile and valuable.

Therefore, KRS will probably come out of this owning less of CAI than it does now, but common sense dictates that whatever KRS is left with is at least as valuable as it is today.......but this is AIM!!

That's my take on it, although i always have a niggling doubt when Dave Reeves / KRS do investor relation / PR activities, as it has previously preceded negative things for shareholders, which is why i got out a couple of years back at 85p ish when DR did his roadshow giving it the biggun about KRS, only to match the positive investor sentiment with a kick in the nuts/fund raising shortly after. Those long termers on here will remember.

Thankyou Markyess, that's very useful.

Hello all. I'm considering dipping my toe back in and will do the usual research. The figures in todays thread look good, but does it all go out of the window if/when there is further dilution?

The press seem to have jumped on the only statistic that is lower than last year and spin it as 'negative'. If BDev can grow the business and profits without so much of a reliance on London, that should be a positive thing. I read the update as very positive, but the press are only interested in talking down the London market and hence there spin on things is dragging us down

Chad, TW are standing still and relying on squeezing additional margin from projects rather than growing outlet numbers. I think they've exhausted that strategy now which was evident in their update earlier. It's difficult to see where TW can harness growth now. The shackles aren't as tight here and whilst the BDev SP today has been a reflection of TW's update, I'm hoping for better things tomorrow. Time will tell...