Member Info for jrlse

Guy, thanks for all the replies.

Makes interesting reading.

OK nothing is certain.

But they seem to be confident to get the ITC money.

They have said the 12-yr contract will quadruple their cash income.

They are on track to deliver their projects as planned

I therefore think it is a fair bet to buy now and get a better price than waiting longer to see removal of some uncertainty.

Up to now they have done what they said whre others have failed.

I now hold a fair number!

GL for those invested here.

jr

Given the distinct lack of reaction, I thought I'd better read the RNS again in case I missed something.

" following the project successfully completing construction milestones"

This seems clear enough and they have the money to complete the project.

They also confirmed to the US gov money.

I keep thinking I am missing something but can't see it!

jr

Richard,

Looks like they do not believe the RNS, just added a few more and look forward to a good income!

jr

Interesting reaction to RBC raising target !

jr

Anyone here know what's going on?

Shows rns but old one. Why the drop today?

jr

I have noticed that Fulmar and Smart are the two who normally reply to reet's post.

I have a largish holding (for me) here at a highish average.

Quite happy to sit back.

I have had the chinese troll on filter for a long time.

Why do you guys humour him?

You must get something out of it . I would like to know what!

jr

Presentation materials will also be posted on the Company's website www.gsenergystoragefund.com, alongside GSF's Annual Financial Report.

extract from their website.

Not sure why the sp racing away now, maybe the divis being reinvested?

jr

There is an article on Yahoo finance from GuruFocus that is interesting for holders to read.

jr

This morning's rns provides an answer.

jr

Nala,

Not been here that long. Couple of years. Know the sector and thought this the best of the lot.

Found the management OK as these things go.

As an engineer, I thought that with 28 (?) projects, bound to get a few problem here and there.

80:20 rule applies. 5 to 8 going off track is par in my books.

Having reduced from 7.5 to 7 p divi was pretty good as many in the sector dropped off quite sharply. As you say we have to wait and see.

But at the end of the day, it is a personal choice. My logic, as an engineer, we have to smooth things out. So bess is a good way of managing supply and demand. Their diversification world wide, persuades me.

Have a god weekend!

jr

Big Rock (200 MW / 400 MWh) has completed various construction milestones, including all battery and inverter enclosures on site post-period.

WIF?

Nothing to do with citigroup, they have it as top pick.

J Pedigrew sold 220k shares yesterday.

jr

You often hear of market mis-pricing.

This is a good example. Even if they cut the divi, it would still be beyond 6%;

I am switching a chunk of lloy here. Better prospects I think.

jr

Canada has recently inaugurated a rare earth refining plant in Saskatchewan, a significant development in the global supply chain for these critical materials.

Headline today.

jr

Anyone going to the AGM on the 18th? I can't.

Have not seen the agenda yet.

jr

PS

I make that that, the div will grow from 19.6 to 21.4p

jrlse

Riomaster,

I am with you.

This year div per share up by5%

then up by 2% per year till 2027.

so complete misread by people.

jrlse

The man withe the green ink has been busy! Must be busy.

jrlse

Curly,

You are right the price is being at around 250.

But the reason is not the buyback as otherwise they would buy more than 30k/day.

It is more likely that the market is waiting for delivery of results as promised.

jrlse