Member Info for Temple_of_Doom

NESF were constrained from further buybacks because of the level of debt from memory. The company has misled by figures 2&3. With interest rates maintained at high levels the penalty is being paid for leverage … while figures 2&3 look shocking in 10 years time save the misleading element. Whoever generated these figures needs to be removed from their position in my view … along with all of those that don’t understand graphs that is presumable the whole board.

I disagree with the ongoing investment in battery ... NESF should merge with a fund that already has existing battery storage and combine expertise so I'm ok with a vote to sell the fund on to a buyer. Also, Graph 3 in the report is misleading and omits a vital factor that underplays the shift to 25% operating cash flow ....

... can my long term follower across platforms work it out? I doubt it myself.

"ToD... Good timing" ... I sold out of two accounts .... and 25% of the main account so all in all about 35% of my holding. I still took a hit looking to reduce further today ... but hey ho such is the market.

I would lilely have sold more but I was swapping Islands on the Maldives yesterday ... I'm stuck here for another 13 days c/o Trump.

One thing you won't find me do is make unfounded claims against another person. The filter button is far more effective.

I dunno …. Selling at 55 average yesterday buying back 48p clear 49.5 and back in 48p works for me.

Wish I had sold more yesterday …. But selling 55.5 highest and buying back 48p is good for me… divi cut was always going to happen.

“ Have you ever studied techncial analysis ” The irony. Share price trends are best described as Markovian … that to the ordinary punter means a non stationary temporally correlated random process … that only makes sense if the true value of a share is known (which is not the case) , the noise statistics known - which is not the case either - and the temporal correlation between successive samples is also known, and never the case.

Non-stationary means the statistics themselves change over time in a non predictable manner, from which the so called “technical analysis” of the poster is no better than tea leaves.

Sold last lot at 256 on the way up .... annoyed to see 270+ shortly after but such is the market .... trading this week from 250 a few days ago .... have some at and average hold of around 246 from this week ... but looking at NAV down to 242p yesterday ... not looking good and I worry that Trump has in effect given China a free pass to walk into Taiwan ... so I won't be adding much more .. whilst I'm thinking friday sell off in UK when US opens.

So hedgies didn’t want to pay my divi after all.

Agreed .. but with CPI move confirmed .. the December/January renewable gap has closed .... but FGEN has yet to pay the dividend.

Hedgies are not happy ... back to dumping £160K lots. Let them pay my dividend.

Yes.

Plenty of wind with Reform ... already. UKW needs to watch out.

I would have agreed Property1 but Labout managed to swap from RPI to CPI so nothing is set in stone - when it comes to government. Reform will implode badly at some point - and make Boris Johnson, Liz Truss and Starmer look like world leaders .... just have to keep fingers crossed its not as the next government.

USA hedgies are crawling around the sector ...... In my view.

"They meant 60p , but this is still nice upside." .... You don't say. I would never have guessed, myself.

I'll take 6,000 pence a share .. if someone twists my arm .... but did RBC mean to buy the whole company?

Bought back a load today. Predictable.

"Also, you bought just before interest rates increased" ChatGPT will give an estimate of increases in NAV as a functionm of interest rate changes. Math looks good to me.

The sector was hit heavily after 2.30pm yesterday .... US hedge funds if you ask me.

I don't see why the panels are not lifted higher so the land can be dual use to include farming .... while plenty of large buildings can be covered with solar panels. Poor planning.