Member Info for Pedrobull

Yes looks to me that something is afoot, Friday the 2nd Feb there were THREE trades in total about £6K

today 27 trades 15.9 Million shares and average volume over 3 months is 5M

GLA

The Edison note is good and combine that with buybacks and director purchases today was a good day.

For me there are two main sticking points here one is the infrastructure and the propensity of the free market to revert to fossil fuels as price allows and natural gas is back to 2020 prices at approx $2.06 per Mmbtu down from a peak over $10 when Putler invaded Ukraine early 2022. On the infrastructure Gresham have extra KwH but the national Grid isn't connected.

I am helping out at golf club and we are looking to put 36KwH peak solar onto the roof and need DNO authorisation before we do as we may supply a few KwH in the summer months we can't use back the grid, the DNO can take 6 months!

Edison said this in March23 - Operational capacity rose to 550MW at end December 2022, a rise of 29% from the 425MW capacity at the end of the previous year. Capacity is set to reach 1GW in 2023 (a rise of 80% compared to end 2022) and around 1.5GW (+170%) in 2024. GRID’s manager expects this to drive further NAV and EBITDA growth.

Now they are saying All these projects are completed and ready for connection to the grid. Once this is done, operational capacity is set to rise from 740MW at present to 1,072MW by end-Q324. In addition, work is also underway to increase the duration of several of GRID’s already operational projects, which should add a further 340MW to its operational capacity and raise potential earnings from these projects by up to 40% at relatively low cost.

GLA

WULF cannot be looking at QBT as they only mention 10% not the 260% that we all know QBT can deliver cos they've said that on an X video

Might need another raise soon to pay for FGs yacht I've heard its in need of a full service and varnish.

Good write up here;

Ian Cowie: clouds on horizon, but 7.8% yield keeps me on board

https://www.ii.co.uk/analysis-commentary/ian-cowie-clouds-horizon-78-yield-keeps-me-board-ii530613

Has he deleted it?

Buy back transactions in their own shares will be notified in RNS

The ICGT trust for instance does this every day at present (trading at huge discount to NAV) as per RNS copy below for info;

1 February 2024 - Transaction in Own Shares

The Company announces that on 31 January 2024 it bought back 20,000 of its own shares, to be held as treasury shares, at an average price of 1230 pence per share.

Further details are set out below:

Number of shares held as treasury shares following this purchase: 5,728,133.Total shares in issue excluding treasury shares following this purchase: 67,184,867.

The Company has bought back these shares under the authority granted by shareholders at its Annual General Meeting in June 2023, which permits the Company to repurchase a maximum of 14.99% of its ordinary shares. The actual number of shares repurchased by the Company will depend on market conditions. This authority lasts until the next shareholder authority granted (expected to be at the Annual General Meeting in 2024), or until expressly revoked by shareholders.

Forget the dividend 4 months ago the NAV was 146p only marginally down 0.6p from 3 months earlier, so even it has dropped a bit faster its still trading at about a 60% discount.

Assuming battery technology isn't completely unnecessary (there are only two ways to store electricity (1. pump water up a hill or 2. batteries) then this will be takeover target?

Gresham House Energy Storage Fund plc (LSE: GRID) (the Fund) announces its NAV as at 30 September 2023 was £837.7mn and NAV per share was 146.08p per ordinary share (30 June 2023: 146.66p).

Yes I said 6 days at 70p was tempted to buy more tomorrow, luckily I didn't now down 45% in 1 month.

I should of sold 7 days ago!

But i'd probably be buying back today given my "catch a falling knife" mentality said the man with no fingers!

GLA

“I think these discussion forums are a bit of a trap because most people are long and keep coming up with reasons why a share is about to go up.” - 100% correct, these forums are echo chambers where the future is rosy and shorters, trolls etc are just bad stuff that shouldn't happen along with evil market makers!

Utter tosh in reality and what running a successful business comes down to is simple, its management execution!

You can have the best product or service in the world and still shareholders lose out.

I worked at Capita ITS following their takeover of Carillion IT Services in 2009 and was paid off by agreement after 11 years with approx 9 months wages tax free in 2020.

Honestly from the inside it was a basket case, they relied on takeover after takeover and re-org after re-org and cutting staff to grow the business until the 2013/2014 peak @ nearly 800p when with huge debt and huge payroll it imploded, ever since then CPI have laying off staff and selling businesses. However it has no core business to go back to having grown from nothing in early 90s.

any single share trade is high risk business.

Leveraged trading is mental said he with a small 3x leveraged Short on Nasdaq 100 right now.

Best to get rich slowly and invest like Buffet with investment rusts or funds and forget about them using pound cost averaging to buy over time

.

Interesting performance comparison here;

Bitcoin - 1 Month UP 4% 1 Year UP 88%

QBT - 1 Month DOWN 35% 1 Year DOWN 49%

Maybe this isn't the way to profit from the blockchain after all .

Yeah I get that but what actually is GEN AI in terms of Capita's deliverables here?

What software and where is it loaded and what does it actually deliver in terms of the customers?

WHAT WHY WHO and WHERE?

What is the Generative AI technology Capita have that they are messaging here?

#GenAI

26/1/24 - Net Asset Value (pence): 184.90 and shares at circa 165 is about a 12% discount.

Have Capita got any AI tech and if they have where did they get it?

Last I heard Capita weren't a great technology business

Market cap today ~£500M

Legal case is for ~£100M got to think most if not all of that is already in the price seen as how they already lost the case and an appeal

It is always darkest before the dawn.

Unless there is no dawn for GRID that is!

I'm tempted to buy more tomorrow

Good deal but shares are now available for £33.90 a 35% discount

-10% today in an overall flat market

Talk about a falling knife!

I bought these a month ago and topped up 10 days ago on HL, a big mistake obvs!

15/01/2024 at 95p

19/12/2023 at 107p