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https://www.ii.co.uk/analysis-commentary/stockwatch-trust-firm-capitalise-rising-demand-europe-ii521376
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Bookbuild. Article written on II. 14 Sept....Stockwatch: trust this firm to capitalise on rising demand in Europe. Worth a read.
That’s Berenberg for you.
A rare REIT treat. :-))
A lot of these green IT’s at IPO have a Nav below the normal 100p history shows they can go down before they go up. Some of the usual suspects are now below the original ipo from many years ago. Only a small amount in this trust initially....dead money until the divis start. They are building up their assets so not long before a meaningful return?
Agree, it’s a head spinner.. Jlen is on the same downward spiral, even after a recent 104p placing.
I’m not selling any of the so called green investments at a loss, one can only look long term and keep averaging down in the hope that a turnaround may occur in the future.
I’m now coming to the conclusion going green and man made climate change is a bit of a con. Having studied the history of the Suns activity and co2 levels over millions of years. Off to turn the heating up!
Looking like this will go below 100. So much for the 104 placing. :-((
Solar power really is the future....it just won’t happen overnight. My only joke involving solars.
Tried setting up a primary bid account and no go due to where I live. ....Nuts.
There is a fairly good write up Re: DPA
Rns dated 13 May. A bit longwinded.
They have some aircraft with Thai Airways.
News article update....
https://asia.nikkei.com/Business/Transportation/Thai-flag-carrier-s-rehab-plan-wins-creditor-backing
This is an extract from a recent Rns regarding BSIF. Maybe gives some help for the future o f power prices. Not set in stone though as far as I’m concerned.......
The Company's NAV as at 31 March 2021 reflects the adoption of power curves published by the Company's three independent power forecasters (which the Company blends equally) during this period. Compared to December 2020, the blended curves used by the Company have increased on average by 7% over the next four years (reflecting a faster than expected recovery in short-term power prices) but have decreased by 6% from 2025 until 2050.
I’m in a lot of Renewables trusts and yesterday saw a varied dumping of shares across the sector from about 09.30. Not able to ascertain why. Power prices? Political renewable incentives? Fund managers rebalancing? Personally I just see this as an opportunity to add at now a higher dividend. Capital loss on some holdings, however, these are my core hold forever “Dividend pumpers” Averaging down or up, monthly. Markets can be dumb at times and cycles can play out over years . Have a look at for example ...Trig, Nesf, Jlen, Bsif they all were affected to differing degrees. The closer to Nav I think the less likelihood of further downwards pressure. Stay calm and keep those divis coming. The sun hopefully will keep shining.
Hi, not sure what instigated this drop. Having a quick look across the sector quite a few followed this drop. Even JLEN. TRIG.
I think BSIF dropped more due to its larger premium over Nav. I’m adding to FSFL and NESF at the moment as very near Nav, so happy enough to gain a near 7% Divi. Market can be dumb at times so will watch this one closely over the next few weeks before adding. Not sure on current power prices, just another factor to consider....anyone else the wiser?
Unfortunately never got round to av down on this one, side tracked with other shares. That will teach me!
See how this rise goes and if it holds up may well start to feed money in.
Good to see a change of prospects looking forwards. :-))