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I can't help thinking UKW would be advised to change their name and diversify a fair amount out of wind and UK.

RBC cuts the Renewables Infrastructure target to 110 (115) p - 'outperform'

Investors are worried about the wind decline in Europe and price declines for generation.

The heft NAV declines in reenables mean that the dividend is outweighed by NAV loss.

Mmm She gave a kicking to Uk companies and UK investors.

A lot UK investors are putting their money in US, European, Asia, but not the UK

HL won't allow trusts like TRIG and SEQI which they claim they cannot access certain information for.

A J Bell, and II, no problem though.

Wonder if AGR shorters will try and close their shorts on Monday.

One thing that strikes me with shares nowadays is how volatile they are.

One moment they are shooting up the next they are heading down with no real news stimulus.

I guess we just have less patience...

From yesterdays Times (Wednesday Feb 12th 2025) Market Report :-

"Elsewhere on the FTSE 250, Renewables Infrastructure Group was hit with a downgrade to its rating from 'neutral' to 'negative' by Iain Scouller, an analyst at Stiefel. He said that the investment trust had produced a "pretty grim" update for its fourth quarter as it posted a 4.7 per cent decline in its net asset value.

Scouller added that the results would "put a cloud" over the group's shares in the year ahead - even if the wider sector shows progress - and that only some merger and acquisition activity for the group would lift the stock. Its shares lost 1.10p or 1.37 per cent to close at 79.1p"

Previous post obviously on wrong board.

From yesterdays Times (Wednesday Feb 12th 2025) Market Report :-

"Elsewhere on the FTSE 250, Renewables Infrastructure Group was hit with a downgrade to its rating from 'neytral' to 'negative' by Iain Scouller, an analyst at Stiefel. He said that the investment trust had produced a "pretty grim" update for its fourth quarter as it posted a 4.7 per cent decline in its net asset value.

Scouller added that the results would "put a cloud" over the group's shares in the year ahead - even if the wider sector shows progress - and that only some merger and acquisition activity for the group would lift the stock. Its shares lost 1.10p or 1.37 per cent to close at 79.1p"

Facilities by ADFFacilities by ADF

1,274 followers1,274 followers

1d • Edited • 1 day ago

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I see BBC pundits are talking about a possible 4 cuts this year (with first to day)

J P Morgan is talking about 6 possible cuts in 2025.

Strangely Rachels Reeves budget of hammering UK companies and UK investors has not provided growth.

ADF has it supporters ie Rockwood Strategic and SCSW.

However, it also appears some detractors because of how investors were lured in at 50p placing and then share price crashed and because of worries about revenue stream.

Investor's Champion website don't like them and Paul Scott (tipster) aren't fans.

Having said that Harword were buyers towards end of last year and are supposedly considering more buys.

The productions industry seems to be doing well and ADF are expecting recovery.

BBGI cash offer could be a factor in helping TRIG share price today.

Have been buying TRIG due to NAV discount and hoped prospects from FIG.

Having said that a BoE rate cut is expected and that is raising a lot of ITs share prices.

I think the key thing is Gilts going dowm.

Read an article yesterday in the times that economists have warned Rachel that cuts and/or tax rises are required to shore up Labours spending plans due to no growth, and higher than expected interest rates.

Will Rachel take actions ?

Job advert on adf site, it appears positive :-

HTtps://facilitiesbyadf.com/we-are-recruiting-yard-operative/

"Due to rapid growth, we are looking to recruit a yard operative to support our busy depot. On offer is an excellent opportunity to join a growing company which is established in providing facilities to the TV and Film industry."

On 29 February there was the ADF Full year trading update.

Thus there may be an ADF Full year trading update towards the end of February if they follow last year.

Well they have been doing the Investor Meet Company presentation for a while as I've listened to a few.

Well worth a listen.

Copied from Dave Bowler post on ADVFN :-

Cavendish..

Interims posted strong growth, helped by strong export sales and the acquisition of ARP, which is performing ahead of expectations. Organic growth of 8% was creditable given the declining market backdrop, with market shares also gained from new product development and high service standards. The Board is confident of achieving full-year expectations and we maintain our existing forecasts. We keep our target price at 410p, with upside scope over the next few years from accretive acquisition opportunities and internal efficiencies helping drive the group towards its 15-20% medium-term margin target. The shares remain significantly undervalued in our view, trading at a >20% discount to its peers on a FY26E P/E of 9.1x and offering a 3.9% dividend yield and 9.4% FCF yield