Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Renewables Battery Storage Energy Efficiency all pushed down to incomprehensible values.
Uk grid infra needs about £ 58 Bln spending to upgrade and push towards net zero.
Ex power, offshore oil and gas engineer. I find all this trading at below nav laughable. These ITs in my view give more potential returns than bonds. Now heavily over weight in renewables. :=))
QD comment on results...
https://quoteddata.com/2024/02/harmony-energy-income-huge-leaps-portfolio/?amp=1
Been averaging down for a long time on VSL. This was a big one for me and a long term holder. One of Woodford’s holdings way back as well.
Somewhat depressing to see the continuing NaV erosion.
Think I’ll stop and just take the hit from now on. It’s a losing battle.
Another 2p off on the 29th. Grrr.
I need to do some more research on this one.
Already in the likes of Guinness global innovators. Nutshell. Royal London global equity inc.
RL global equity select has been closed to any more investors just as I was about to dive in.
Had a brilliant track history. I was in and out of tech for a few years and regret selling when I did. Had Smt way back early 2000’s and sold it years and years ago....big mistake.
Good luck on this one.
Interactive investor have an in-house Corp notice indicating the option to transfer Tui shares earlier to the Frankfurt exchange. No mention of any cost implications only that they will be converted to Euros. No fx rates indicated.
Might be helpful for anyone in doubt about the delisting. :-))
I’m a gluten for punishment, I just keep buying these trusts who are way below their declared nav and fundamentals/risk. Fads and sentiment can be a huge driver one way or the other.
Some have been a disaster but management have been at fault in all the cases I lost large amounts of money. The only recompense is that yearly income from shares, etc eventually wipe out losses. Shouldn’t be like that but management quality seems to be getting worse over the years I’ve been involved with investing....70’s onwards.
This one still is at a huge discount. Management appear to be competent. Diversified Geo assets. I’m a long term holder.
See where we are next year. GLA.
Is the downturn in renewables finally turning? Not in all shares by the look of it.
Gseo buying back shares since last Sept with no real effect on sp.
Good to see today’s RNS.p and initial reaction.
Added more yesterday but well down on average sp.
Read an article recently indicating Renewables and Infra probably at a good entry point.
:-))
There’s some commentary on the citywire site
https://moneyforums.citywire.com/yaf_postst17597_HEIT-and-other-BESS.aspx
20-21 Feb is the energy storage summit in London
Anyone have info on this as this probably kicked this share vol up.
Frustrating owning multiple alternatives and being overweight in renewables hasn’t been the best in terms of capital destruction. Long term view/foresight needed. Inflation linked Divi rises.
Annoying as it is with the mantra of wanting to go green and seeing current share prices sold down ....
Every month I’m adding as much as I can afford across the sector. Makes sense to me and it’s a large source of income for a decent pension....rapidly approaching.
For those into UAP/UFO reverse engineering.
If any alternative energy sources come out through cough cough UAP disclosure, well that changes everything, however I don’t think the Elite will let that happen anytime soon.
:-))