Member Info for LadyIshkah

@sammacleod Thanks... indeed I agree!

Mister Market can be so dozy and slooowwwww at times! I took a trip down to Cambridge recently and really enjoyed spotting all the wind farms that I own via UKW... its a 300kwh virtual wind turbine spread out over their 47 windfarms!

Whats not to like about UKW?... Wind gen is up circa 50% so far 2026 vs same period 2025... Blow Baby Blow! 😂

Irrational exuberance I guess... as US Fed chairman Greenspan once said!

Yes absolutely right, not enough electricity = no AI.

I wonder if US companies similar to UKW suffer similarly with their valuations. Anyone know?

Aye @Ashershares 😂... was thinking the same! Perhaps @BunsenBurner sold out at 107p... or is otherwise busy or distracted?! 🤔

@Poley22 Thanks kindly, you're welcome. I do take a keen interest in mentoring my daughters to become better investors.

@PanamaPete Aye... you believe whatever you want... good luck to yah with an attitude like that! 😏

@Poley22

Good question... we're all here to learn so here is my full answer that builds on what @Munnyman and @hardup have already said.

"Compounding is the 8th Wonder of the World, he who understands it EARNS it... he who doesn't PAYS it!"... a quote by Albert Einstein ✨️

I have been diligently investing the maximum I could into ISA's since the 1997 until I retired in 2018. With my background in engineering & computer science I started accumulating shares in ARM Holdings stepping up my accumulation significantly post the dotcom bubble by which time I owned a good ole chunk of shares... which I was very sadly forced to sell post Brexit when the hopeless UK govt cleared them to be taken over by Softbank in 2016 following the pound devaluaton (vs the dollar)... to cut to the chased I realised a gain of £1.2 million which I have grown significantly since by investing well. I follow the Warren Buffet approach to investing... its slow but steady but it suits my lifestyle 😊... and when a company bargain presents itself... I back up the truck and load up as with UKW here! 😂 🙏

Good luck to all in your investing journeys!

DYOR

@ThetaDecay an excellent summary, thanks kindly for sharing this link.

I will remain all in on UKW... long term investor with 300,000 shares bought into an ISA during early Feb 2026 for and average price of circa 94p.

Looking at this another way... I've my very own VIRTUAL wind turbine of 300KWh generation capacity (my share of the 1942MWh generation capacity of UKW at time of purchase prior to 2025 results).

This virtual turbine spread aross 47 wind farms is FAR less risky than owning a single turbine of 300KW as even in 2025 that was a very poor wind year it generated circa 820MWh... which after all costs yields 8026GBP per quarter tax-free. I continue to be happy with my discounted Virtual 300KWh Turbine with that and look forward to full year results from a windy 2026! 😂

DYOR

Yes indeed they have @PaulCurtis ... thanks for highlighting... should certainly help UKW future revenues and NAV!

I know TRIG are higher than 60% but not sure how much higher... anyone know?

@sammacleod

Good comment there... also its worth adding for those of us who are long term UKW holders, that the most recent NAV will be revised up as gas futures price curves materially move upwards.

Its also worth noting prior to Iran war that these price curves were forecasting lower prices largely because of increased LNG capacity Qatar was planning to bring online... which of course now will not be the case rather they with take just 3 to 5 years to repair loss of almost 20% capacity before contemplating new LNG capacity!

DYOR

@Bpc50

Thanks for sharing... really good short interview worth the 10min watch time especially for those of us UKW long term (5+ year) investors!

@Sparz

I think he means consolidation within the sector... such as smaller players merging being bought out and such like. Personally I'd like yo see UKW get bigger by buying the right assets at the right price but everything is for sale at a price... so they could get taken out but unlikely in my view by SSE and others similar... but what do I know... I ain't mystic meg! 🤣

DYOR

@TrekMadone

Looks like UKW are 4th as RWE has less installed capacity than UKW which was 1942 MW at end 2025.

Ah... dozy ole Mr Market has woken up... it was just yesterday lunchtime I was wondering how it would take you Mr Market to markup UKW 😜

Ayeee... @bunsenburner123 looks like Jesus is listening in on your posts here! 🤣 Well done for being 38 and earning £10k per quarter on divi's... hopefully taxfree into your ISA👏 ... this means you'll have the financial freedom to stop working at a time if YOUR choosing!🙏 😊

😂 this can only be directed at @bunsenburner123... whose recent "100p Jesus" post made me laugh!

The wind is blowing... with Qatar's Ras Laffan LNG terminal shutdown gas prices are going up and up... lets how long it take Mr Market to react!

I'm a Buffet style investor who unlike Buffet invests in Tech & Tobacco stocks too. I'm here as reinvesting BAT divi's into UKW. 😊

@hardup

Great article that you posted, thanks for sharing... exactly my thinking! I did consider TRIG but picked UKW... based on their div cover, asset base and my 30yrs experience of working in gas business development and SSE Plc. It will take some months for UKW valuation to adjust in my view... as forward price curves increase and the impact of better wind (thus far) in 2026 plays out. I tend not to comment often... so will now just sit back and patiently collect my qtrly £8k in divs into my ISA... and see how things play out. Oh... and watch my wee 4KwH Welsh solar array (installed 2011) ramp up its electron production now summer has arrived in Aberdeen!!😂

Naturally, DYOR!

UKW mentioned later in linked post... since Feb26 long term holder of UKW with circa 8K divs per qtr.

DYOR

https://www.fool.co.uk/2026/03/09/is-it-time-to-buy-bp-and-shell-shares-as-oil-breaks-through-100-per-barrel/

It's "steady as she goes"... or as we say in Scotland... keep the heid! 😉

No surprise... so much Qatari LNG comes into UK... much more so than Russian piped gas did back in 2022 when gas prices last spiked due to conflict. Also unlike 1.5MM bbls of oil per day that can be re-routed via pipeline... gas does not have an alternative route through the Strait of Hormouz. If Qatars Ras Laffan LNG terminal gets hit the gas price will literally go ballistic! (Pardon the Pun)

New longterm holder in at 93.5p with a large holding.

Buybacks are ok... but not at the expense of excessive loss of capacity to UKW since it takes so long to get new capacity permitted & built.

Perhaps all of UKW may itself become a take out target.... good luck to all for results day tomorrow🤞

DYOR

Interesting post results to see how BAT is being viewed across on NYSE where its viewed as undervalued vs UD peers.

https://www.fool.com/investing/stock-market/types-of-stocks/value-stocks/undervalued-stocks/

Thanks for your two posts AsherShares... certainly food for thought there. Completely agree for long term holders of UKW its fundamentals that matter. The wind is the wind... and the forward prices will react to future supply & demand. I just wonder how much of AI, EV charging and shift from gas to heat pumps is built into such forward price forecasts. But they are opinions at a point in time and subject to change anytime!

Also with UKW's use of forward price forecasts there seems to be some mystery around whats used and why... but as long as they are independent and reputable I can live with the risk embedded in them either way.

Not sure if there is something to quantify political policy risk 🤔 other than discount rate?

Thanks RJ_the_engineer! Good to see a fellow engineer picking up my typo... of course is GW for gen. capacity... and of course location of turbines matter as they affect load factors. The wind gen comparison with SSE was for my peace of mind really... although its very interesting to note how well Mr Market rewards SSE (vs UKW) with a comparable wind asset portfolio.

To be clear I've just invested... my intent is 5+ years to hold... not withstanding political shenanigans of course.😂