Member Info for jrlse

"The executive order does not impact the $270bn in tax credits that make up the bulk of the funding that is available through the IRA

It is unclear if Trump intends to make any further changes to the IRA’s implementation, but he is unable to reform the tax credits or repeal the act without approval from congress. With much of the IRA funding benefiting red states, it is arguably not in the interest of Republicans to agree to drastic cuts"

Bought 10,000 and it showed up as a sell.

dyor

jr

Broon .

Have been in lloyds a long longtime.

I remember the nod and a wink from boon to loyds.

Get me out of this hole and I'll see you are alright,

They got him out by taking over Halifax and boon promptly threw them under the proverbial bus.

I ended up one way or another with a lot of shares and only just breaking even now.....

I do not trusts any of the buggers and have been getting out down to my last 150000 shares.

This car finance commission was the last straw.

Though everything is eventually political, I am avoiding the obvious ones the devious lying politicians go for.

Planning on spending it all and leave a note for rachel from accounts "sorry no money left"...

jr

Had 1/2 m lloyds.

Have been dumping at a loss as the obvious political bias is clear.

Down to 150 and will drop these post 25/1.

jr

Was going to add the divi to the general pot but seeing the 15.32 yield at this price, will add here instead!

jr

The phrase "from the frying pan into the fire" comes to mind.

Am selling my lloyds holding down at a loss. This political football will be kicked a while yet.

jr

Gdog,

He had a slice..

jr

I think most PIs are positive and believe the BOD.

The II and wfm are out of touch...they do not believe the BOD!

Time will tell.

jr

What they actually re Enderby is"• The Company's Enderby asset, a 57 MW/57 MWh asset in GB, has completed all necessary milestones for energisation in preparation for the National Grid Electricity Transmission (NGET) final outage. Energisation is scheduled for January, with delays attributable to NGET and winter outage season."

They are all ready and waiting on the grid.

jr

Cui Bono?

Will give you your answer.

jr

Not as pessimistic as you are.....

jr

I am looking forward to the 12th.

I am expecting good results justifying my buying......

jr

I am getting out.

These politically exposed shares are not worth it.

I learnt a painful lesson from gordon broon......

jr

Anyone feel sorry for Michel Barnier?

Could not happen to a nicer bloke!

jr

Good point StarBright,

I spent a fair bit of time over the w/e looking at their website and the pictures of the various projects.

My conclusion is it is total madness because as a Chartered engineer,

The projects have minimal execution risks, all known tech

Prepare the site and assemble the elements

No DEVELOPMENT risk, usually the biggest

Grid connection the biggest in execution

By far the largest risk is commercial, contract at the right price

They seem to be doing well there.

Overall, it is a low risk given the discrete nature of generation these days.

jr

Someone defined SIDS a few days ago in relation to idel people.

I loved it but can't find it.

Would the author please post it again?

Rganks

jr

From what I can find, the sector is down about 20%.

the sole analyst from Wall st has a hold rating!

I think I was right in buying!

LOL! Who will have the last laugh?

But seriously, the board have so far not failed and delivered.

jr

Don't know what is going on.

Have been doing some more research.

Discount is an unbelievable 52%.

Many trusts in the sector are down but not by this much.

It would appear to be a matter of sentiment.

Many don't believe it can deliver, Big Rock is late etc

But the mngmt says otherwise.

I decided to believe the managers, they are paid to know.

Added another chunk and most fortuitous caught the 49p!

time will tell.

jr

I can't keep up with your brilliant trades.

Have many millions have got now?

jr

This is an excerpt from the RNS of 18th of October 2024.

"This RA contract marks the next exciting step for the Company as a new revenue stream is secured for the portfolio. Securing this contract is a significant milestone for the Company's cash flow. Based on contracts now in place, the Company's contracted cash flows will increase fourfold compared to FY24.

"The closest equivalent of long-term contracted revenue held within the portfolio would be from GB Capacity Market contracts, which offer a fraction of the contracted revenue secured for Big Rock in California.

Note the comment "he Company's contracted cash flows will increase fourfold compared to FY24."

jr