Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
I think we are all hoping for an RNS this year just for the things we know are due. Could argue that as the Acciona and ABB deliveries have been flagged as due this year them happening would not actually be news - but I wouldn't be going with that point of view myself!
We could do with some! let's hope that some of the buying over the last few days leads to some long term committed backing being in place.
Looking at the current list of reported significant (>3%) shareholders it is almost entirely dominated by retail investment nominees with at least 8, possibly 9 (not sure re Trinkaus) falling into that category, Janus Henderson being the exception.
https://www.afcenergy.com/investors/aim-rule-26/shareholders
Last time I looked at that list there were rather more that fell into the institutional category. I see Law Debenture still has a holding.
https://www.lawdebenture.com/investment-trust/nav-and-portfolio-information
A very rough calculation suggest that is c. 4% but not disclosed so who knows? These reports are notoriously inaccurate, often because they involve multiple systems that don't talk to each other.
Yes, we know there are orders and we know that there SHOULD be more forthcoming. The lines we have are not really material so we need the ones that SHOULD be forthcoming to cross that bridge. Sooner the better! In the meantime as short position disclosure rules require notifications of position changes >0.1% we should know this week whether Helikon have been the decent size buyer.
To sustain the rise.
A look at the one year chart tempers the excitement of the last week's price movement a little as it reveals that we are still over 25% down on the spike last February. That was a month where there was no news released so why it spiked (up around a third in a few days) remains a mystery.
We all know there are several areas of activity that may generate positive newsflow in the reasonably short term; let's hope that's what materialises.
They key moment to this being a real flier is a decoupling (not wholly, never possible) to the performance of its peer group by virtue of factors which are specific to it - i.e. sales & profit. If that doesn't happen may as well have a sector ETF
How does cutting the target because the market dropped correlate with your repeated mantra that it was wholly based on discounted cash flow? No doubt you'll dismiss that as trolling but seems like a reasonable question to me