Member Info for Mkx007

Gonna from 5 grand to 300 quid...At this point there's very little benefit to me selling - 10x still doesn't cover the loss.

Depending on whether there is so positive movement in one of the assets it might be worth throwing another 300-600 at it to boost holding.

Wow - RNS looks very good. Will be interesting to see what GRID and HEIT have done over the last 3 months - if GSF is the reference point at Circa £6...("The consolidated portfolio [~£18] outperformed the GB fleet by circa 3x during the quarter")

This doesn't look very positive for GB and shows strength in wider diversification, maybe why GRID is now looking at California

It's odd how GSF is treated the same as it's peers, revenue profile is significantly different. Plus cash in the bank for build out. Would be interesting to see what the market actually wants to see? Long term contracts? Solar sector had that with their PPAs but now is facing the same fate...

Market doing what the market does best

Not really, if you felt incline to you can drive to the site and hear that it's making noises i.e. live, National Grid grid is publishing a lot of data so you'll be able to see when it is commercially active too.

Live yes. I imagine this will be updated to the market in the next trading update. September has just ended and thus the quarter. Might be wrapping up the update into the trading update. Based on the excellent performance (as per RNS) - August was incredible so the quarterly performance should be incredible in comparison to peers like GRID or HEIT

This is making more and more sense tbh!

To be fair...if something does drop to indicate value in the assets - something like a NAV...then you're looking at a 10x quite easily, so it's almost a no brainer to be honest!

Anyone go to the markets day? Sounds like there was some interesting information shared at the event, plus an opportunity to view the new Stony site which is energised.

I think now is the opportunity to challenge the elements of "funding"

Thought the same thing - presentation in 2 weeks. What should be reports of a bumper crop based on wider market reports. So lots of positives from what I can see.

It really didn't - although that being said the result were good - they just hit it with a delisting post at the same time. Fools!!

WTF did you write that message on?? A typewriter??

Don't have a very large holding but you make circa £100 per 1p increase = 10k shares right?

Kinda gutted I didn't buy more when I bought at 25p. Happy with it and have definitely been spending the "profits" on wine from them.

What do you mean, we literally just had a positive update regarding the gold side of the business 2 days ago?

Had that have been GGP a few years ago the share would have jumped 30-40% on that news alone. This is well and truly under the radar.

Unfortunately the cash cow is in PK which is undergoing a massive stress event.

Granted this it very true however if the coming winter is a cold one, the coal price will go through the roof.

Should SA stabilise and become a more bankable country then we're likely to see a lot of upside. Regardless, both of these points provide a short to long term upside from the current SP.

To be fair - this is getting ridiculously low. We know there are specific percentages of shares locked up and not moving anywhere.

I'll likely be adding a lot more in the next 6 months. Want to see how the action in PK plays out - very concerned it's becoming a political nightmare.

Wondered if we've seen you as soon as it dropped down

Very interesting how this is falling in line with peers despite the strength of the non-GB markets. Think they mentioned something about an update at the end of summer as typically that is when the peak of the US revenues comes to a close. Will nicely align with GRID's H1 update which will look dire based on recent performance.

Given the windy weather in Ireland and the hot weather in US - can't imagine GSF revenues doing too badly at the moment. Shame GB market isn't performing but then again that's more of GRID and HEIT's problem than GSF