Member Info for SwissLim

I’ve been running the numbers from Zurich for a decade, and Centrica is a clear value play. The UK market is currently a gift to international investors; it’s priced at a massive discount compared to the bloated, over-regulated utilities on the Continent.

That said, the UK’s "merit order" is an economic circus. In Switzerland, we pay for the actual cost of our hydro and nuclear, but the British insist on tethering wind power to global gas volatility. Don’t expect the upcoming White Paper to fix this—Westminster lobbyists will protect the status quo and kill any real decoupling. Long on the stock, short on the regulator’s backbone.

Decent dividend. next year will be not be higher - higher fuel costs, ME money drying up and china and us restructuring the global supply chains - cautious that this year could be a peak in short term