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Good payout given the reduction in rates over past 12 months and the opportunity to scoop more shares below NAV a couple of weeks ago.

Why is it poor comms? The year end is March 31st, so just before Easter. Give them a few days. The DRIP announcement gave a hint as to the likely record date for the final dividend. There is nothing wrong with the comms from TFIF. They provide a lot more access than many other ITs and the TwentyFour website has regular webinars with Aza and team.

Isn’t it just a case of Easter taking 2 business days away and therefore slightly delaying the announcement?

Still think we need the value and frequency of these contracts to increase if the sp is to advance much from here. Hopefully the acquisitions continue to ramp up the order book.

100%+ is impressive. Nicely timed entry.

The ‘2’ for last year’s comparator is a footnote reference….

Amazing that Norwegian investors vomit at the thought of investing in carbon emitters…

Not absolutely true that it is rubber stamped. There are always hurdles and unknowns, but this is their first public declaration of intent.

…and nice to see Chevron mention OFF-1 in their Q1 earnings report, published today. Third bullet point under Business Highlights and Milestones.

The nominal share price doesn’t really matter to institutions.

It doesn’t really change it…if they wanted to buy the shares but couldn’t, the ‘institutions’ would have asked the company to do it already.

I don’t really believe most of that stuff. I work in asset management and, whilst we don’t really touch companies sub £100m mkt cap, a lot of these boards of full of absolute tripe as to how “II's” work. (Love the acronym II…we never refer to ourselves as such). I didn't on it move today. I already hold and will add when I’m ready. Busy reviewing a few private placement opportunities ahead of tax y/e.

Ditto. I have only just bought in but like the story on a forward basis. Cartor is barely through the door at year end, so it’s all about the future execution. Very inclined to add, just want to see if it goes a little softer in the very short term.

Results were not inspiring, with nominal YoY increases. Perhaps market not looking too far ahead and questions whether the acquisition is really transformational…can they execute it well?

Basket case, as previously discussed.

Agree. NAV here is a bit of a mirage, and therefore so is the apparent ‘discount’. Similarly, regard this as a yield play and once there is evidence that can be sustained, and ultimately increased, the capital value will respond. On that basis, I am acquiring in a slow and steady fashion on a >10% yield.

Not exactly signposting a healthy year ahead…

Nice move BB. Glad it paid off for you!

Are people seriously comparing % movements in the two share prices?

Long duration assets such as GSF should perk up if rate expectations become more bullish, as seems to be the case. The higher for longer narrative may be giving way to something more constructive.