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If the accounts show steady progress and a stable or improved dividend target,then a rerate into the mid 60s might be seen.

Will keep compounding the dividend and add in next year's ISA assuming they haven't been abolished 😯

Not surprised Onyx not found a buyer.

No need for firesale,best to keep improving asset and get better priced sale sometime in the next 3 to 5 years.

Trump will be gone in a few years,the clock is ticking.

AIMO

GLA holders.

Good afternoon all

Why would a successful fund like SEIT,need to scale down.

Many of its assets are performing as predicted.

Just because the SP has been marked down does not mean the fund will not perform well or exceed expectations.

The upcoming accounts will now doubt show steady progress.

AIMO

GLA holders.

In two minds about the SP.

When I look at my share account I wish the SP was higher,but knowing I want to add more shares I'm quite happy seeing the current price.

Will add when possible and sensible.

GLA holders.

ISA now used up,got to start saving for next year.

Got my average down a bit.

Hopefully accounts will show a fairly stable set of results, nothing exciting 🙂

GLA holders

Good morning all.

Putin starting to get serious money problems.

The low price of oil and high war costs are doing lots of economic damage.

The Russian sovereign fund is now being raided to keep the show on the road.

Sometime the money will run out unless something radically changes.

Time was Putin's friend,he thought there would be support fatigue for Ukraine,now it's a big problem.

AIMO

GLA holders .

Good morning all

Perhaps a return to a SP beginning with a 4.

Hoping for dual listing news soon.

GLA holders

Hi, not sure what you mean by fundamental numbers indicate it may be in trouble.

The market has significantly reduced the SP but perhaps they have it wrong.

I see this as a buying opportunity,so will continue to add.

If the company releases any troubling news I will rethink my strategy.

GLA holders

Doing some research it seems that ESMA have legitimate concerns that some funds are inappropriately named,so has implemented guidelines.

The insertion of "Efficiency" seems a good term which captures a large part of SEITs business focus.

I'm a bit concerned SEIT are facing headwinds this year but the drop in SP does seem somewhat extreme.

The balance sheet looks in OK shape to me so I imagine current difficulties can be overcome in time.

Will add soon

GLA holders.

I will look to buy early next month ,I can't see much more of a drop.

TBH if for some reason the dividend was slashed to 4p for upcoming year,at current SP that would still yield 9% ,which is pretty impressive.

AIMO

GLA holders.

Hi all,I don't expect I'm unique but personally don't plan on selling or trading so SP not that important.

I'm here for the sale or a significantly far higher SP.

I think the current low price could help to create more interest when the company finally dual lists.

News can't be far off.

GLA holders

I agree and understand that sentiment for green energy companies has taken another dip.

But SEIT is involved in on site power generation and energy reduction innovations.

This gives client companies energy security or lower energy costs or both.

So a different business model to pure green energy companies.

This distinction is being overlooked in my opinion.

Let's see what the upcoming annual results show.

GLA

The partial or full sale of Onyx should be quite illuminating with regard to NAV.

Overall the fund seems to generate plenty of revenue,so I feel there are many strategies that could be deployed to strengthen the balance sheet.

In the main it looks to be well diversified and managed.

Just got to wait for information,but would like to see 50p a share by year end.

Here's hoping.

At some point the bottom will be found.

I agree, the company seems to have a solid balance sheet,which makes the low SP and high dividend payout very attractive for investors wanting a relatively safe investment.

This is why I think the market is mispricing, unless there's some unannounced bad news yet to be shared.

I remain upbeat on future dividends and funds prospects.

AIMO

GLA holders.

Hi, I agree there have been bumps in the road,but the business model remains fundamentally good.

We are probably living in a low growth phase which could be prolonged.In this difficult environment an effective way to improve profitability is through cost savings.

Today the current SP yields about14% dividend,so even a halving of payout would still give a decent return.

The results and NAV may show some deterioation,but personally I think the market has got this wrong.

I will add in my ISA in the coming weeks.

AIMO

GLA holders.

Restatement of the quality of the assets.

Update for DFS.

Dual listing on track.

Improving business environment.

All OK by me.

GLA holders

Sale 12 to 15 months away

AIMO

In Mid Wales , rubbish signal and screen jumping😕

P

Afternoon

Will add in June,hoping SP stays low or goes lower, dividend approaching 14%.

GLA holders.

Afternoon all

Expecting nothing from Trump's call, he'll say it all beautiful and nothing will have changed.

When Trump can grow a pair and reduce Russia's fossil fuel revenue,then Putin might begin to negotiate.

Still hopeful of Eurasia mining managing an OK sale despite war situation.

Roll on dual listing.

GLA holders