Member Info for ScottyGonzales

Anybody else looking at this one?

Bought a few bits on the drop down from 170s, with the bulk of my holding now at 112.

Feels too low a price to ignore!

GLA

I also made a DCF model and came to very similar conclusions - will certainly check out your video! Thanks.

Finally have sold (I have a short/mid-term strategy).

Average price paid was around 25p back in June, so almost +100% in 4 months - pretty happy with that.

GLA to those with a long term hold strategy - fingers crossed the stock will continue to perform for you.

JMAX, you didn't say before - are you in or out on this stock?

If you're in, what's your average?

I do not know who you are talking about... a post from somebody a year ago, who had few posts to their name?

Either way - are you in, or not? And what's your average?

I'm in, my average is 10.70

With all due respect, there are many billionaires who have made their money by using charts, and many funds which continue to create high alpha for long periods of time by relying on them... So we will have to agree to disagree there!

I agree that they are not super easy things anybody could pick up and read, however.

Haven't been in Tullow for many years, but it feels extremely cheap at this level.

Charts starting to look like it could seriously pop with even the slightest whiff of positivity, so I'm in. GLA

It's silent on here...

If news broke that an investor had made a bid to buy 1 in 30 of the company's entire stock in the weeks ahead... Imagine how much higher the SP would be right now.

If the price nudges up enough, that would actually become a self-fulfilling prophecy.

As someone currently on the long-side here, it's great to see a few shorts are still in the game.

Guaranteed future buyers!

Continuing to hold here, averaged around 25p.

I believe there's more juice to be had from this run in the short / med term.

Have sold at 56p, happy with what has been a 30% return (including dividend) in about 3 weeks.

If only there were more opportunities like that!

Still great value for longer term holders at these levels IMO - good luck to you all, I think you'll do very well from this.

Breakout has occurred.

Next resistance is a decent way away - onwards and upwards!

The charts on this are (to me) finally looking ripe for a nice recovery bounce IMO.

If it breaks a tiny bit higher than I'm expecting a rapid ascent from there.

GLA

Temple, from my experience there was overwhelming demand from investors to deploy into energy efficiency investment opportunities in the past few years.

The market does need energy efficiency investment, however the scale of each opportunity is low, and each is custom. Therefore, everybody who has attempted to raise energy efficiency funds in the last 5 years has found raising to be easy, but deployment at sufficient scale to be far more difficult.

I suspect what they may therefore have found here was that it was very easy to raise significant funds targeting energy efficiency from 2018-2022. However given the difficulty to deploy at the same scale, perhaps they have broadened their definitions.

It doesn't mean the assets they've ended up deploying into aren't high quality and worth the NAV, however. They just don't fit the definition of what I'd call "energy efficiency" assets IMO. More "energy transition", "energy generation" and "energy infrastructure".

Source: Career spent structuring energy efficiency, infrastructure and renewable generation asset investments

Great to see the price action continue to show the power of charting vs fundamental logic.

Fundamentalists would have said the price would be down about 1.6% now compared to a week ago, but instead it's up 12.1% despite having paid a dividend.

Looking for this to get back to 60p+ in next 3 months or so

I'm keeping an eye on this one.

Great value at the current price, but the charts put it in an area of possible immediate weakness IMO.

If it does drop to 47-50p range, I'll be filling my boots in expectation of a great bounce.

GLA

Looking at the charts,

In an efficient market, in theory the price should drop by the dividend amount on the ex-div day, and typically with big liquid stocks which have tons of trading volume and arbitrage players, this often does happen.

However, when prices are really suppressed already, especially with less liquid stocks, the reality is that often too many people expect this strategy to work (and look to buy at the lower, ex-div price), and as a result it doesn't actually pan out that way. On my charts, it looks like this has broken out to the upside already, and I suspect some who were waiting for an ex-div bargain to emerge will end up buying at a higher price....

It's what also happened on Sabre insurance recently. I bought that before the ex-div day, and ended up with both the (great) dividend and a 10% rise.

Good to see this starting to tick up a little, however continuing to feel very undervalued.

I've bought another tranche, avererage under 130p. Expecting this to reach 165p pretty soon, and probably go on to 200pish relatively soon thereafter