Member Info for longtimeinvestor

''if total energy consumption in 2050 remains about the same but has become 100 per cent electricity, the electricity market will need to have grown by eight times.''

https://www.adamsmith.org/blog/where-will-the-uks-electricity-come-from-in-2050#:~:text=Nearer%20the%20mark.,570%20TWh%20and%20726%20TWh.

Flec the non shareholder, 600p per share predictor de ramper is back.

'' It’s estimated that electricity consumption in the UK and US will increase by approximately 50% by 2036 and more than double by 2050''

https://www.nationalgrid.com/stories/energy-explained/how-will-our-electricity-supply-change-future#:~:text=In%202020%20fossil%20fuels%20made,more%20than%20double%20by%202050.

Jak

''why has the share price not increased pro rata if you are so convinced that the strategy is working.''

The market decides on a daily basis the valuation of BP - currently £75 Billion.

In Feb 2020 with the same share price as it is currently the market cap was about £90 Billion - this is accounted for by the reduction in share count of about 3.65 Billion shares - if the market goes on to value BP once again at £90 Billion, then the price per share would be a lot greater than it was in Feb 2020/now

- enough said

Flec the non shareholder, 600p per share predictor de ramper is back.

''Any extra demand due to new datacenters wont make up for lost demand due to more efficient Telecom Networks.''

So you know better than ALL the commentators including National Grid and all investors?

''The boss of National Grid said in a speech in March that data centre electricity demand in the UK will rise six-fold in just 10 years, fuelled largely by the rise of AI. National Grid expects that the energy required for electrifying transport and heat will be much larger in total''

https://www.bbc.co.uk/news/articles/cj5ll89dy2mo

Https://techcrunch.com/2024/05/10/coreweave-a-19b-ai-compute-provider-opens-european-hq-in-london-with-plans-for-2-uk-data-centers/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAMwo21mpbq5x8vHcdFxJLh_I64XVD8FQRJJDkwbSdsaMEYy0ewrXVzZRhsXAuXPl4LgeO-zBgyASvenVIpjSL-Eu-wU10CwJoYR7MCgmp2vLk7C0ar-xDesjKggmRDSrm4qgnhY_f1zoLGRIo5QZtB88MVj3dJsJdH5odlG7OWuO

Https://www.datacenterdynamics.com/en/news/uk-microsoft-plans-25bn-investment-in-ai-data-centers/

Https://cross-guard.com/data-centre/google-announces-1b-uk-data-centre-to-address-increasing-demand-for-ai/

Https://www.bbc.co.uk/news/technology-68664182

Flec the non shareholder, 600p per share predictor de ramper is back.

It is well known why electricity consumption has dropped in recent times -that is the past not the future - try thinking. Electricity consumption is now already on the up. A multi Billion pound investment by NG to support a big increase in electricity consumption in the future and getting revenue based on the maximum output that a generator can produce.

You Fleccy are a non shareholder disruptor,pure and simply - someone who's 600p per share call has not come to fruition - get over it.

Flec the non shareholder, 600p per share predictor de ramper is back.

''The national grid will absolutely need upgrading, which is why the company that owns the utility – also called National Grid – has already begun the process.

The Great Grid Upgrade is an enormous £4.5bn project that’s set to create new lines and infrastructure, reinforce networks, and improve lines to enable them to send more electricity across England and Wales.''

https://www.sunsave.energy/solar-panels-advice/solar-energy/uk-electricity-consumption

AI will also require vast amounts of electricity

Jak

''Our dividend should be put back to its original level now and buybacks scrapped. To read that debts of $30Bn is not an issue is rather worrying.

GIVE US BACK OUR DIVIDENDS AND FOCUS ON DEBT REDUCTION NOW''

Buybacks conducted at low company valuation levels are an excellent investment for long term shareholders.

Debt level isn't a big issue, but if you think it is then you should be calling for buybacks and dividends to be completely scrapped ,with the current total distributable amount available from profits ALL going to pay down debt.

LR

''it does nothing imo and should not be included in any calculations of share holder returns, until it's clear the Buybacks has increased the SP. Which it invariably does not...''

you need to educate yourself - buybacks ARE a return to shareholders.

It is 100% clear as an example, that the current Lloyds share price is 8p per share higher as a result of a reduction in shares in issue because of buybacks since 2022.The difference of course would be even greater without new shares being issued for staff schemes.

In Jan 2022 the Lloyds market cap was £38 Billion with the share price at 53p.

Today the market cap is £37.7 Billion with the share price at 60.66p

The same principle applies to any company conducting buybacks . A reduction in share count means that the price per share is higher than it would otherwise have been based on a same market cap figure.

Flec the non shareholder, 600p per share predictor de ramper is back.

Has not been seen since early January

Many stocks up

PayPoint reaching a 2 year high

BAT reaching another 52 week high

BLND moving back over £4

Tesco reaching another 5 year high

Lloyds buyback programme continues to have cheap shares available.

LTI

27 Oct 2023 15:29

''At under 373p''

Good to see these have had the bonus of capital appreciation as well, after my dozen purchases starting in Nov 2021.

Also nice to have a smaller part of my investments being made by CTY on my behalf.

Https://www.lse.co.uk/rns/NG./national-grid-sale-of-final-20-of-national-gas-pygkin20asscvbf.html

And supported also by the buyback

The share price continuing the upward momentum by the market

HD

''the massive 40% rise since February is not justifiable''

it is completely justifiable - Lloyds has been undervalued for a very long time, and is still cheaply valued

''we will start to see the housing market collapse again with the defaults due to the high interest rates''

Lloyds mortgage book is of NO concern

''by Xmas we are looking at a very serious market drop''

there is nothing known on the horizon that would greatly reduce UK stock market valuations from the current cheap valuations.