Member Info for tedmak

Not happening - can see why the mention of it has spooked
He has to say it hasn’t been ruled out as he can’t be seen to be on the side of the winner when so many are losing.
But who would it be on? The supplier? The generator? The government will be making more out of corporation tax anyway.

I would be very surprised to see a market update before the close period on this company.
With the current storm, noone will want to be seen to be making money.
All you have to do is look at the published price data and the nominations to the balancing market to see how the company is effectively doing.

I had a look at this earlier.
TGA is is none of FTSE100, 250, 350 or AIM.
It is thus, not in any UK tracker funds.
That is not an issue for people who are looking to accumulate but it IS an issue.
As the market cap goes up and once there is a RNS, it will be noticed by more and more.
Fine by me.

Quite simple.
AAL does not produce coal.
Thungela does produce coal.
AAL and Thungela are different companies.

Yeah - abroad

I am not getting a new sofa for my next door neighbour's house either.
Doesn't stop me looking in Habitat.

As it turns out - I applied the filter. There now seems to be an awful lot of green filtered posts now on my page.

got it - thanks

Thanks
where IS the filter tab, please?

There is an ability on this site to block visibility of certain peoples posts.
Does anyone know how I can do this?

Thanks

I agree. BP would be a prime candidate but there would be an issue with the transmission businesses.
I can’t see that being approved on a regulatory basis.
That being said - why the transmission business goes together with the generation business, beats me?

Evergrande has nothing to do with this.
The results were clear. They are being affected by higher manufacturing costs, particularly energy.
The issue is whether they can push price increases through.
I doubt it for the luxury soap products (Sanctuary). If anything, people will be trading down to cheaper products as higher gas and power prices feed through.

Correct BC

And also wittering on about other companies totally unrelated to this one.

Interesting

Just read their report. The share price is up in Sydney 6.5% today.
Can’t see a negative read through on Thungela.

I think the Barclays forecast is neither here nor there.
Basically the UK energy market is creaking by a thread this winter.
The question the market has to ask is - who are the winners and who are the losers? This one is definitely in the former camp.

And the beat goes on....

I wouldnt want the work on Woodsmith to be deferred.
IT is a top quality asset. Demand for POLY4 will be firm once it starts.
Even more so when people realise what the risks for fertilizer production are going forward.

This offer for Good Energy.

With all of the upheaval, Ecotricity must be very confident of what the hedging startegy for GE actually is.
I wonder why? They could quite easily grow the business just picking up the customers of other businesses that fail.

Am happy to listen to any views people have on this share or any share I have in any company
I like hearing well-thought and reasoned bullish and bearish opinions.
It must be said, however, that we have gone from a couple of months of zero activity on this page to opinion after opinion hour by hour, quite often based on no news, no technical analysis or anything.
And I don't wish to get personal here, so I wont mention any particular posters. But it must be said:

If you say a stock is the best thing since sliced bread day after day after day, and then you sell that stock, although it is your right to do whatever you want with the stock, you can't be surprised if your credibility with other people plummets.
The action doesn't match the words.

My take, the coal price is AGAIN up. The gas situation worldwide is a crunch and will underpin coal demand for fuel for the rest of this winter
That is the situation the company is in.
If you have worries about this stock, fine. But if you are worried about Thungela, I would be more worried about the shares of companies that have to PAY these high energy costs. I sense a recession coming but the fuel is still massively in demand.

I have picked up some more today and it is easier to get volume in when it falls. You cant get any size when it is going up.

The company buys gas and power in the wholesale market and sells it to customers.
Others going bust doesn’t really help them much.
The real cash is being made by generators. It’a a pity that Centrica has bugger all generation of its own (ok - the nuclear stake will be doing well) and has a pathetic scale of renewable plant, if any at all.
The company went down the asset-lite model but the money is being made from companies with assets.
Seriously - their strategy is that of a reverse indicator.

Don’t be surprised there is hardly any move. There is no reason there should be.

Drax was down this morning presumably due to index selling of the FTSE 250 or whatever index it is.
Sifting through the market, this is one of the few companies making money hand over fist.
If you feel you MUST sell something in your portfolio, sell a company that is a big energy user. They are being whacked.