Member Info for jonathb

Likewise, exactly, and I bet there are many more like us. I wonder what the result would be if they held another EGM today.

Looks like a collective yawn this morning - that's how I like it. On to the prez.

In passing, the whole idea is BESS continuing to drive lower and lower prices. My worry is that continual big capex is required to extend existing estates with cheaper tec as it arrives. That might be a tall order especially in the U.S..

- continuing - more or less - on this theme, ..

search 'Guardian Privatisation premium billions'

- this actually worries me more than loony Nige's swivel-eyed minions.

- I wish these Groniadistas would tell us exactly who they mean by "..energy companies.."

But the basic premise hasn't changed, right? They're still going REIT in November? Or did I miss something?

Sen938h78mozmai -- Q: "I mean .. bankrupt [vs] .. different .. to stop operating?"

A: Totally different.

And next day, and next ..

IMHO nothing in particular - small MC, not much liquidity, big swings.

You'll recall a couple months ago one big dumper knocked it down -15% in a couple days.

Y sure a few of us are having a good chuckle. Soon an analyst that said sell @80 will be giving buy@120 with target 90! Gissajob!

Search "Batteries spared in Trump’s assault on green tax credits" , BTW it's Tim McDonnell in Semafor. I won't cut-and-paste. The discussion speaks to the contrarian idea about Trump's bark being worse than his bite, at least regarding BESS.

Haha Y Mr. H must have read that too, because if I see it right he just bought a princely 30K worth on 7-July. It's a better look now!

Any thoughts?

Seems to bump their AuMs back up to where they were when this awful slide started a couple years ago?

Apologies in advance if someone already answered this - I had a good look thru all the comments, and silly me, I'm still not sure.

So as a happy long-time holder of a tiny position I should take my maximum allocation of the RI, else, I'm effectively diluted, just a little bit. Correct?

All right now. Bargin!

No quote yet (AJB).

We'll know more on 23rd. Still, IMHO..

40% of assets are Eu,UK,other. Let's value them at NAV.

60% of assets are in Trump-paranoia-land. At a 50+% Disc2NAV, that says they're worth under 10% of their assessed value.

For SEIT.L, the trouble in Trumplandia is mostly about tax allowances. Changes here will mostly become effective from Jan-2027 onward. A tidal wave of litigation will unleash against the IRS + other govs, who are getting their funding cut. This happens just after Trump gets a hostile congress.

It's a great time to be a lawyer in the US! For investors on the LSE, well, it's an interesting time.

Y, but another take is, if they finish whatever buys they need from China before those tarifffs bite, less damage. Any thoughts?

Y I'm a little perplexed about the 101 SP. Surely it's nearly 115 in the bag? Is this just Trumpophobia or am I missing something? Why shouldn't I pile in for 13% in maybe 3 months?

Lucky you. AJB being a bit tardy.

Balance "disappeared" yesterday (AJB) - hopefully cash "appears" next week - right?

[Reform Party pledged ..] many further dangerous loony policies over and above what you described, and it would catastrophically damage SEIT.L's shareholders and many similar others. e.g. BESS would be "banned" i.e. all equity holders in related energy technologies zeroed-out.