Member Info for robleo

Fleccy, to be fair some US investments have outperformed some UK ones and vise versa, but if someone wants to come on here bragging how well their investments are doing, then at least be prepared to name those investments they claim have done so well and not forgetting to mention those that have not done so well, otherwise it's just meaningless bullsh*t, their is money to be made in UK shares if you can pick the right ones at the right time, and the same goes for the US, but as we have all found out they can also turn out to be a big disappoint, that's something we have to accept when gambling on the stock market

Mole, i would give up mate, some people will never accept that they are invested in an underperforming share, so will just keep hoping for a miracle

Chill out guys, as much as I like my mng investment it's not my only investment and it's always good to compare against what else is out there, that's how we all learn and pick up tips

It's very quiet over on the TW board lol.

Mng holding up well after xdiv I think can't see the sp dropping much now, £3 by next March hopefully

DC, I'm just pulling your leg mate, best of luck to you, and as we hold the same shares, if you do well so will I

Aangus, I think divi collector is a millionaire, either that or a ban̈k robber lol

There are so many contradictory articles out there, I think you will find more positive than negative ones I still think this is a good income source for the foreseeable, but each to their own

Hopefully we will an increasing sp and dividend

Good luck all holders

Strangely i tried a few times one morning last week to buy more UKW shares using my HL app, but it wouldn't allow me to, so later in the afternoon i logged onto my HL account with the laptop selected my UKW shares then selected to add more and it let me buy them, all i can say is maybe try a different time of day

Warthog, my wife keeps telling me it's not real money, here today and possibly gone tomorrow, so she buys premium bonds, who is the wisest i wonder ?

Nothing yet with hl

The way things are dropping at the moment i would say you maybe lucky, you could always buy a bit now and average down should it drop lower

Tambo. I bought back in here on the last results drop, so will be taking the dividend and should this keep dropping after xdiv like lgen has been doing, will take the opportunity to add more

Well in the short term it could go anywhere from £2 to maybe £3, i hope it's the higher range, but the way i see it providing the dividend is not cut, having bought this in the high 1.80s i will keep collecting around 10% income each year, so happy days

Hello Saintly, yes i agree the dividend here seems unlikely to be cut for the reasons you stated and i think most people are of the same opinion, if so i will be happy to keep collecting the dividends and hopeful better times ahead with regards to the low sp

ATB

Hello Clued, well this was around 1.20 back in June and i thought it had more to give, i even added more at the time, there are many reasons for the decline a few i pointed out, inflation eats away at profits and higher interest rates don't help, I think Saintly was pointed out that you can't blame the Government for everything, but i don't think they are helping matters, i do hope there's not a cut in the dividend but it's never guaranteed, I just don't know

let's hope the sp will start growing again the world has gone mad since covid

good luck all

Chat gpt's take on it

Key Reasons for the Drop

1. Unexpected Remediation / Cladding Costs

Taylor Wimpey has had to raise significant provisions for fire safety remediation, especially cladding and cavity‐barrier defects (hidden behind render/brickwork). These are costly one‐off charges, which have hit recent results hard. The Times+4Proactiveinvestors NA+4UK Investor Magazine+4

2. Losses & Weak First Half Performance

The company reported a pre﷓tax loss of ~£92.1 million for the first half of 2025, compared with a profit in the same period last year. This kind of swing undermines market confidence. The Times+3Proactiveinvestors NA+3AskTraders.com+3

3. Margin Pressure / Rising Costs

Costs of building materials, labour, and supplier inputs are rising. Meanwhile, Taylor Wimpey faces difficulty passing all these higher costs on to buyers (because of affordability pressures). That squeezes margins. Reuters+3Investing.com+3Shares Magazine+3

4. Housing Market Affordability & Demand Weakness

Mortgage rates have been high; borrowing is more expensive. Combined with inflation and cost﷓of﷓living pressures this reduces how many people can afford new homes. Taylor Wimpey has noted softer demand, especially in some regions. Investing.com+2The Motley Fool+2

5. Lower Selling Prices or Shift in Product Mix

There’s been a drop in average selling prices (or more “affordable housing” making up a bigger portion of units sold), which can pull down average revenue per home delivered. Delays in higher‐value regions (e.g. London) have also had an impact. Advfn+2Shares Magazine+2

6. Profit Outlook Revised Downwards

Due to the remediation and cost pressures, their full﷓year profit expectations have been lowered, which often results in negative market reaction. Advfn+2Vox Markets+2

7. Regulatory / Legal Costs

Apart from cladding/fire safety, there are regulatory burdens. For instance, contributions to settlements (e.g. with the Competition & Markets Authority) or investigations. These can hit both cost and reputation

Saintly, so let's talk about TW, the share price was around £1.21 back in June, so i am now under water with this and PSN, inflation is rising so interest rates are not being cut, also ,labour costs and materials are rising reducing profit margins, so if you think this is nothing to do with Politic, please enlighten as to what you feel are the reasons for the declining sp

Savage, of course i know we can't sink the boats, but have you ever heard of any Illegal immigrants risking their lives trying to cross the channel in a dingy from the UK to France ? until we take away those incentives they will keep coming in big numbers, and i think Farage is the most likely one to make those changes, and probably for that reason alone

Sorry it didn't come out very well, but hopefully we will eventually see an increase in the sp and the dividend keeps rising

I will be adding some more on Monday while the price is still low, need to average down and the dividend yield is excellent at the moment

for what it's worth i posted this question into chat gpt, but make what you want of that,

good luck all

is ukw a good investment for the next 5 years

ChatGPT said:

Here’s a breakdown of UKW (Greencoat UK Wind PLC) — strengths, risks, and whether it looks like a good 5‑year investment. I’m not giving financial advice, but I can help you see what the data suggests.

What is UKW

UKW is an investment trust focused on UK wind power infrastructure. Its revenues come from wind farms (onshore and offshore), with some contracts that are inflation‑linked or fixed, and it also pursues disposal of some assets, share buybacks, and debt management as part of its strategy.

Proactiveinvestors UK

+2

Proactiveinvestors NA

+2

Strengths / Positives

Here are reasons why some investors see promise in UKW for the next 5 years:

High Yield / Strong Dividends

Current yield is relatively high—well above what government bonds are offering.

Proactiveinvestors UK

+2

Hargreaves Lansdown

+2

The company has managed to grow dividends and is targeting a dividend of 10.35p per share for FY2025.

The AIC

+2

Proactiveinvestors NA

+2

Dividend cover (i.e. ability to pay dividend from earnings or cash flow) has been maintained above 1.3‑1.4× in recent periods.

Proactiveinvestors NA

+2

QuotedData

+2

Some Inflation Protection

A good portion of revenues (about 60% per some sources) are fixed or inflation‑linked. So when inflation rises, UKW is somewhat protected.

Proactiveinvestors UK

+1

Also, UKW’s strategy ties dividend growth to RPI (Retail Prices Index) in some contexts.

The AIC

+1

Excess Cashflow / Capital Returns

UKW expects to generate over £1 billion of excess cashflow over the next five years for shareholders (could be used for buybacks, debt reduction, etc.).

Proactiveinvestors UK

+2

Proactiveinvestors NA

+2

There is an active buyback program and asset disposals to manage gearing (debt) and capital structure.

The AIC

+2

Shares Magazine

+2

Sector Tailwinds

The push for net zero / renewable energy globally, UK government policies supporting wind energy (especially offshore) are supportive tailwinds.

Proactiveinvestors UK

+2

Proactiveinvestors UK

+2

Improved generation in some recent months (wind sector enjoying better wind speeds) gives optimism.

Proactiveinvestors UK

Risks / Challenges

There are several risks to keep in mind; these could affect returns, especially over 5 years.

Volatility in Generation & Weather Dependency

The amount of wind generation matters a lot. UKW recently revised its generation forecasts downward, due to inclusion of years with lower wind speeds in the modeling. This led to a cut in NAV (net asset value) per share.

The AIC

+2

QuotedData

+2

More broadly, wind speeds are variable, so o