Member Info for Temple_of_Doom

Hedgies have started to tuck into this one IMO looking at level II.

If recorded buys are greater than sells and price dropping background shorter likely … no prizes for guessing who.

Option 1 agreed for me. Option 2 will likely lead to court cases. Savings for the consumer however are pennies … so I don’t see the point … it’s penny pinching … still we are where we are.

"@Temple_of_Doom - you’ve provided the explanation yourself when you point out that every trade is both a buy and a sell. There is no “closely guarded secret”, that’s total nonsense." .... not at all nonsense. I worked out back in 2002 that buy versus sell postings by sites like LSE were based upon guestimates based upon the spread at the time of posting, so I wrote to the LSE asking for a copy of the actual trade data for THUS at the time because I wamted to write a theoretical paper using the data at the time.

The LSE refused to disclose the data because the information is protected and not released - so sectretive works for me.

Did I mention I have a PhD and thirty odd published papers?

:)

"I have 20 years left till retirement " .... that's the same view I took 20 years before I retired .... my biggest ever gains, however, came in 4 hours flying from Gran Canaria to UK when the CV19 efficacy trial results came out.

Any agreement can be renegotiated so the word “can’t” need not apply if both parties agree.

It’s a British disease … sticking to unsavoury contracts despite circumstances changing making contracts worse off for both parties.

All in my view etc. … save it’s not a view it’s cultural differences as a major influence … west versus east from memory.

I’m not going to disagree TimBob … but needs and must … chances of a capital raise as an alternative… means divi cut … all roads point to divi cut … so how do you want it done?

As shareholders we can probably force the move …. Give preference shareholders an offer of 50p in the £ ….. ;)

Solution is easy enough … allow Preference Share holders an option to convert earlier into equity … it will dilute shareholders forcing a divi cut but settle the debt issue.

8.4p is not sustainable going forwards … that’s been obvious for quite some time. Nothing new in the report.

Check out Red Rochester .... overpaid for last decade in my view ...

Been swapping between FGEN and NESF … 0.5 down on FGEN today while many of the 55p trades on Friday on NESF were mine … out and in.

… walked away from this share in June …. I’m not surprised …. I did my research.

" These shares are all buying participation with silly dividend yields,"

..... I recollect buying this share at £1.10 with a silly dividend yield of around 7% in 2022. Average 55p now ... I trade.

If rules are outdated ... change the rules .... it's one of the frustrations of Brits .... they abide by outdated rules.

Every 1% fall in intetest rates adds about 5p to NAV for NESF … selling assets obviously reduces NAV but these companies are overleveraged as it stands and so not a good seller market with similar looking to offload.

Rates in UK are higher for longer in part because the BoE are unwinding QE … that seems a dumb move to me, and akin to UK following the herd in selling gold in 2003 … it’s costing taxpayer billions … but great for banks.

Moving to CPI seems fair TBH … holding until CPI cuts RPI unfair.

If wind speed are too high ... the generators are switched off I beleive ... so hope for an evenly distributed increase in wind.

"All I know is we have the highest electrictiy prices in the world, go green and go broke"

"Germany currently has the highest household price in the EU (about €38.35 per 100 kWh in 1H 2025)."

I really do despair how the average below average Reform Party voter struggles to log ont to ChatGPT and check the Fa Rage rubbish ....

Option 1: Immediate Switch to CPI Indexation - Probably reasonable

Option 2: Temporary Freeze and Gradual Realignment with CPI - Collapse of the sector.

By my calculations .. option 2 would reduce income for NESF by about £2.5 Million a year compounded.