The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Hopefully this blows over quickly. Will be looking to enter once it bottoms out. Nothing wrong with the fundamentals of the business.
From what I can tell from the financials they're comfortably on top of their debt. With refinancing on maturing assets, repayments will continue to come down substantially. They're essentially borrowing and constructing as much as possible whilst Modi/ the Indian govt. aggressively supports renewables. I suspect when things change, they will consolidate into a business model like that of UKW. Seems like a fantastic business that's only going one direction in the short - medium - long term.
Yea don't know what his thinking is there. Positive results might cause a slight uptick but most likely the slow tick up will continue.
Where this share belongs. Hopefully a good week up to results. GLA
PHE and ITM aren't competitors really. A limiting factor in truly unlocking the Hydrogen economy is awareness and making it as accessible as possible. If ITM wins, PHE wins and vice versa as far as I'm concerned. I could even see a tie up at some stage. I'm invested in both as I see Hydrogen as the future. Lithium can only take Tesla so far.
Should be a nice continued rise up towards 30 as investors come in pre- positive results next week. GLA
I too had to look this up. It will be added to my every day vocab! Very necessary one feels. With financing looking up it's time for more of a strategy focus from the top.
One sale (of £55) all day. Looking good for a gradual push up here soon
Olympic Ares is back at Nigg Energy Park. Turbines back in the water soon.
Who waits all this time with no news. Get's good news and then sells for no profit? Completely baffled.
This is the best part: "accelerated customer sign up, higher retention rates and increased data demands of existing customers". Even without an acquisition we're hitting 101,000 customers.....
Indeed. We're not going down from here for a while I suspect.
And we march back to 10p which should be our base....
Please take your negativity elsewhere. It wasn't that they underestimated the currents, it's that the seabed was uneven as clearly stated in a recent RNS. Phase 1 A was always experimental. They're trialling different technologies to see which will work most effectively for future developments (of which they have a large pipeline). You better believe there must have been issues with the very first wind turbine. Atlantis is at the forefront of a new global industry for which there will eventually be demand. If you can't handle waiting, then you shouldn't be investing in greenfield development companies
This is a no brainer. Topped up another few thousand. Board & senior management heavily invested. Consolidating a bunch of great acquisitions Customer targets for 2017 on track to be exceeded. No news is good news here. I'd say there's an impending trade update or another acquisition which will reward long term holders patience
Results seem upbeat to me. The swing back to loss is obviously enhanced because of the 2015 MCT acquisition. The big thing I took from these results is diversify diversify diversify. France & Asia are going to be a large markets for these guys. Potentially not looking promising for upcoming CfD round however. Now the funding's out of the way, it's going to be at least 12-13 month until they look to shareholders and increasing revenues should push this time frame further. All in on this for a medium - long term hold. They're doing all the right things and every year they continue to exist, costs lower and the technology becomes more feasible on a global scale.
The articles have been out there for people to see with a simple google search. Nothing against them. Phase 1a is for identifying these small issues now so that they don't rear their head during future phases or projects. Knowing which turbine supplier will deliver the lowest cost : performance is essential.