Member Info for Temple_of_Doom

Slightly weaker £ is usually good here ... I loaded up yesterday taking profits on the budget spike - see how it pans out.

II sometimes has a similar “error” so it maybe a bug with the market makers …. These platforms often share the same underlying system ….

Sold on open this morning with II at 76.3 ... bought back 74.9 ... nice little day trade.

Buying back in those sold 60.5p+ past few days. Nice bear raid.

"but 45p - really??!" Up to 63p average now .... I shifted a bunch out of GSF last monday and put more in here this week in anticipation of the 5.5p dividend declaration. Bad bet.

I include dividends in average holding values and rotate money quickly when I see opportunitirs.

GLA - might need it today .. I'm not overly impressed with the writing style of the report today.

"I can see nothing suggesting GSF is being influenced by such" Do you trade level 2?

Out of declaring 🙄🙄

“Declared shorts” means over threshold … whatever that is these days … do you not think hedge funds have thought of ways to get declaring? 🙄

"Not sure why the sp racing away now, maybe the divis being reinvested?"

Short closing in my view ... see my post repeated from below.

" I’ve noted for a number years what I’ve labelled a 5.00am hedge fund putting orders on level II … and when I see it, I take it to be a short signal from a US hedge fund so drip in slowly from the hold position … and have noted the orders here for a month or 2. The largest buy order was at 56p that cleared a week ago(?) - time flies - with a pittance order at 50p that I’ve not seen before at such low levels.

So I’m keeping an eye out for a 50p target at this point … observation not advice … and I’m not the trader so could be wrong.

However, when the 5.00am trader reverses the reversal of the shareprice is fast so hold on to the hat when it happens."

Very funny tone man ….

"Thanks temple - very helpful insight" .... I have a load here ... I've taken a few off the table this morning for a few percent gain buying back cheaper else where as implied. This share has had hedgies crawling all over it the past few months ... they won't be happy with this morning I imagine - unless they knew about the RNS relese already and reversed yesterday.

A 2% profit on the day from buying into GSF at 55.5p say, having sold another stock with the opportunity to buy back the same stock 3% cheaper is around a 5% gain from doing nothing. GSF might re-trace it might not.

"As far as I can see, the only thing that has changed for the worse compared with 5 years ago (when the share price was 120p and the payout ratio was one) is much higher interest rates. "

Certainly true that as 10 yr UK gilt yields have increased so too has NESF and others in the sector fallen these past few weeks - there will be some offloading also because oil and gas prices have corrected down to more reasonable levels.

Labour have allowed too great a gap between jaw boning down the Economy and releasing the budget. Right-wing press and hedgies are having a field day spooking UK investors.

Still, ex-divi next month another 2p to bank.

Mr Market just wants your money .... he can want.

"Interesting lack of communication around the imminent reduction in DS3 tariffs"

Even more interesting first post .... 50p target is it?

Sept. Factsheet:

GER: The 22 MW / 29 MWh Cremzow asset achieved sustained high pricing. As previously

highlighted, high solar generation causes thermal generators to increase bids in the Frequency

Containment Reserve (FCR) and automatic Frequency Restoration Reserve (aFRR) markets. With

FCR prices set for all participants by the marginal cost of thermal generation, the Company’s

Cremzow asset benefitted from the upside by capturing value from increased market prices

caused by high bids placed by less competitive technologies.

ROI/NI: Revenues were high during the period linked to high wind penetration following a dip in

previous weeks, increasing the System Non-Synchronous Penetration (SNSP). SNSP is an

expression of the level of non-synchronous generation (e.g. solar/wind) and interconnector

imports compared to the system demand and interconnector exports. DS3 prices increased due

to higher SNSP values.

GB: Pre-qualification for T-4 capacity market contracts was completed for select GB assets which

did not already have contracts in place.

ERCOT: Toward the end of September, Snyder, the 9.95 MW / 9.95 MWh project in Texas, saw

higher revenue due to a transmission line outage & low wind penetration over the period. Given

the nodal pricing structure in ERCOT, this led to increased real-time and day ahead prices in the

surrounding area.

"This equates to 12.7% yield at 55p shareprice" Absolutely .. where earnings in Germany, USA and Ireland seem to be exceeding expectations. UK earnings suffering from the legacy of the previous government. Dividends to be paid on Friday so can expect a rise as some people buy more. I'll be one of them at these prices.

“ I'm not impressed with the presentation‘

Why?

There is the re-trace c’mon down …

September fact sheet out this morning … looks fine to me … topped up a few more … will we go down to 50p?