Member Info for Richard08

Good guidance for 2026 and possibility of an interim divi dangled there I see.

The 'PAF Share News' link has a summary which is a bit clearer Bustard. I'm reading it that they have sold 80koz at an average price of $2359 and will now sell the remainder (100koz? Projected production is 186koz I believe?) at $2860.

Although as we know, it's nearer $3000 today. So it's a case of short term pain for longer term gain. And with production expected to go higher over the coming years it a good chance to grab more if you wish.

Will it hold?

I was expecting, maybe naively, some sales by now... a bit early perhaps? I know these things take time. Maybe a reason for the drop in the sp? Hopefully get some news soon as I expect once the new batteries start leaving the factory then the sp will have more support.

BBGI received a buyout offer today restoring some faith in the market for this kind of investment.

Amen to that PC2022!

The share price has to be above 16p for them to be able to cash in their shares, but they will receive 23p per share. I think….

Excellent update today. Company is on a solid footing. I think this one is entirely dependent on interest rates, if they come down, this will go up. In the mean time, enjoy the divis.

Federal funding may not be available but the individual states will still be able to look after themselves. They'll have to find the money of course, but battery sites in California for example are likely to continue being built. And the weakness of the US grid will mean that batteries are still the answer in many situations. 'Drill, baby drill' means more oil and gas, it does not immediately mean more electricity or storage for the same. It will bring down prices at the pump which his base will appreciate but it won't keep the lights on when the weather causes another grid outage.

Hi David hen, BME is headquartered in Luxembourg so we pay 15% withholding tax on divis. It is listed in London so pay for shares in £. It is a bit confusing

Thank you for your thorough and detailed explanation. Ultimately then, it’s a good thing and gives IES possibilities as a company. Let’s see what they do with the money!

Never seen one of these before - can someone please explain it for me? I get the impression it makes no discernible difference for share holders but why do it at all?

Very undervalued now on almost every measure. Selling cheap products en masse is still working. Divi may be lower than previous years but 15p a share is not to be sniffed at.

I’m here too, holding as a contrarian play as surely all the bad news is factored in by now…. And then they keep being creative and finding new problems!

The direction of travel is clear enough.

https://www.proactiveinvestors.co.uk/companies/news/1063708/wind-power-leaps-past-gas-as-uk-s-largest-source-of-electricity-1063708.html

Spondy is most likely correct. Some shares are terribly illiquid. Not pumping another share, but if you look at Invinity Energy (IES) spread it can often be over 8% whereas GSF is around 1%.

Yup :) Albeit to their development partner. I wonder how much it costs to ship something like that all the way to Spain? This should provide some 'real world' data for IES to use in it's sales material going forward.

I agree Krustysmegma, at this price the market seems to be calling a 4p divi into question. The assets are nearly built, income streams are signed up and electricity isn’t going out of fashion. Regardless of what Trump does he’s not going to be able to do much with the electricity grid in the US.

Https://www.youtube.com/watch?v=kodIY3CBptc

Mention by VSA about 16mins in.

Cheers BBN.

I think we are finally seeing this company on the front foot with a product that will be wanted. Let’s see how the sales go over the next two years as momentum and manufacturing ramp up.