Member Info for jonathb

Trek would you care to opine, this point in time? RECI.L really cheapo today, talk on AVDFN about 3p div at risk, but IMHO if they could be woolly about a BB they must be confident on div outlook. Ideas?

Wot a load of rot. IMHO ue Google+AI to find out what's actually happening with Whitbread eta l.

Caps* and Slow* yes all ok. A little under 10-ish going forward.

Aren't we due a FactSheet about now? Also the AR from Mar-31?

En passant I actually liked the Revu, altho what it said was blindingly obvious. If they actually implement ok, I might even double-down. En Passant (2) I have never understood why you would spend a GBP on UK-solar when you could spend the same GBP on onshore UK wind. But what do I know? At least NESF have got the storage gospel.

It's noise. Nothing happened.

.. then again, heeheehee .. they call it "investing" aka "gamblin on orses".

Hmm maybe someone with better visibility could opine but I think this has been a pretty popular short not just this morning but for quite a few days. It looks like any long positions on LSE will be painful for a while.

The prez looked positive IMHO.

Yeh well about 11am somebody lost his patience (I didn't say dirtied his pants). IMHO doing likewise looks attractive - enough with this nonsense, move on.

Hmm don't want to pollute the UKW.L chat with unrelated politics but IMHO half of what you say is true: it really was foolish for the gov of some years back - *NOTHING TO DO WITH* poor Ed M - to scrap a bunch of gas tanks. Reverting to the subject of UKW's biz, this and other threads emphasizes the importance of bumping BESS storage close to the origin of supply, i.e. Scotland and NE-England coasts.

Comments can get very stale in 4 months and 6 days.

Typo - my bad - didn't try to do anything except type correctly.. and failed! But what about my q? Any thoughts?

Surely it makes sense to take the max cash offered, then after the deal goes thru, buy however many HICLs you want? Am I missing something?

I might be wrong but I think DB were amongst the chorus who screamed I should sell N91.L at 120 and JUP.L at 90.

Oh dear Bramble titsup - not news really, don't imagine many folks expected any money would be retrieved.

Just sayin', Bunsen. Next Fri we have ex-div, plus flirting w 100-ish psychological barrier, plus upcoming Rachel's Autumn surprise. Some of us might keep powder dry rather than immediate unload.

God help us if this ends up a litigation orgy. But I don't think the players are stupid enough to allow it to degenerate that far. In passing, the most swivel-eyed loonies of the politicosphere- Faragistas and "SPDs" (no I thought they'd all died too) are bleating about tearing up all CfDs and any similar agreements. We'd soon see if Blighty has a real Supreme Court or just a bunch of hacks like the States!?!

"global stock market correction" [from] "America" -- yeh, (i) shutdown shenannigans (ii) venezuela? -- then Rachel's autumn surprise, bound to cause some gyrations no matter what she does. So ==> hot autumn. Powder dry? In passing, if a 10% div and -35% Disc2NAV is expensive - what do you call cheap?

A couple reports on HMG site today, search ''OWMIS' and 'FLOWMIS' Process Evaluation.

As for the bloodshed in SP today IMHO have to ascribe at least some of it to the recent crescendo of politico bleating in this space. All sorts of never -heard -of -them guys are appointing themselves as experts on utube etc.. It's designed to terrify retail investors and it must have some effect.

Re "scraping by", "decling .. share price" etc. IMHO if you haven't noticed this look across the entire LSE, you haven't been paying attention. Consider SEQI for example, but there are many similars. assets are clearly visible and accounted, but the MC is seriously discounted. It isn't just a renewables thing - Real Estate / REITs and others show the same. Basically, the giant sucking sound out of LSE equity hasn't gone away. I guess for now, an optimist keeps taking those juicy divs and ignores the paper losses.

Thanks for the analysis JJ. My take on that is there's not much diffs either way but apparently tiny benefit in maxing the cash out. Or ??