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Yes unpopular tho the thought is here, the shareholders who supported the 2 SAG directors to the TPG board would be v disaapointed to see TPG SP driven down to low ball offer territory. The recent negative update and little news since then hasn't done much to reaasure more sceptical investors tho...
I've noticed a lot of similar complaints about late/differing div payments from people over the years and always assumed it was the trading account providers holding on to the divivdens for extra profit. Yet in your case they say they've not received the div £ yet. Could it be their banks doing a similar thing? Not had a problem with Interactive Investor tho don't monitor divs that closely. People normaly seem to get their cash eventually tho. Hope you get yours soon.
https://www.fool.co.uk/2022/04/25/has-itvs-share-price-become-too-cheap-to-miss/
Fool write up gives a hesitant thumbs up too for what it's worth. I bought a few after the results (and sp drop) and think ITV may end up benefiting from a consumer spending squeeze with more staying in and watching free to air tv. Finely balanced tho atm so will average my way in carefully...
https://usvanadium.com/solving-the-technical-and-economic-challenges-to-reprocessing-vrfb-electrolyte/
Some background i came across thinking about the economics of recycling Vanadium from VRFB's. The value of the 'old' Vn depends on lots of factors, but estimates it at 20-50% of the prevailing V2O5. Who knows what that might be in 20yr but interesting none the less..
https://www.cruxinvestor.com/articles/what-retail-investors-need-to-know-about-vanadium
Prob been posted before, but i only drop in here now and then...
At risk of repeating myself (again , sorry :) what i like about the economics of Vanadium in VFRB's is the thought that as the Vanadium is supposed to be easily recycled at end of life, It could be worth a lot more than when the machine was first assembled...?
Yes DamayHill, agree with your comments ('open,honest...') about the management. So when David Bundred says ' The task in 2022 is to turn these game-changing orders into profitable sales.' I for one, believe he probably will!
Great to see broker upgrades, and i'm very happy to accumulate for a med/long hold.
Yes the reliance on coal fired assets has always been my problem here (I'm not a current holder). I know they could do with some debt paying off but selling their stake in Karnataka solar has always seemed to me to be going in the wrong direction. I no longer research this so there's probably a good reason, but why continue with the sale whilst saying they want to pivot away from coal to more renewables?
...mentions TPG. Nothing substantial but may be of interest to shareholders here.
Yes the last summer high (£26 ish) was a bit frothy (even above analysts avg target which i flagged at the time) but even allowing for that the drop to £11 ish seems v pessimistic. Given the inflationary uncertainties plus Ukraine/ Energy prices etc I'd like to think we're near to the low point (whatever that turns out to be). The charts show above average selling vol recently which might indicate a low but given the current Ukraine situation, who knows...GLA