Member Info for TerryM1

Jim800

Like you and Broomtree I am holding a bit longer, don't see much point in selling out while it is trending up but I do a have a bit of cash I can buy for quick trade if it dips. Tend to buy if it dips in the UK in the morning 10p - 20p below US close and sell close to end of LSE closing if all goes well so if possible can repeat with the same money the next day.

Hi GG

Just wanted to let you know as you were so concerned that you spent hours going through all my all posts after the good results from DEC to find my small buy at £10.30 is now in profit.

broomtree

Not certain baiting makes any difference, sometimes he goes quite when shown how stupid is looks. Anyway he will crawl back in the woodwork with RRB as the SP rises.

Good results and good news as the latest rise has not been fuelled by BB, good luck to all those who held out or added during the dip, to quote Yazz "the only way is up" or at least I hope it is.

"I guess heads have rolled following recent failures"

Or it is such a mess nobody wants to e responsible for it.

Nonsense

I am in

ADIG in winddown

AERS in winddown with some assets under sale and purchase agreement

ASLI in winddown, some returns already

API almost wound down but still may be good money to be made when Scottish woodland sold

SHED being taken over by LMP so will gone soon with very little upside in buying

RESI waiting for winddown

BBOX moving from warehouse to AI and data centres as rent is higher, just posited good update, EBOX I missed

INPP, SEQI, HICL huge NAV discount and high yield, buying lots of their own shares to try to raise the SP to avoid takeover

SREI, unlikely for takeover as too small but doing well as fixed long term debt at low rate a few years ago and in general well run, may be one of the few

SUPR, my second biggest position

UTG, student accommodation which is fast growing

LMP hoovering up smaller REITS at discount and selling some of the assets at around NAV so benefiting from these low valuations

P2P, should be good long term investment if not taken out like AGR, may well get AGR

GSF, possible takeover target after HEIT

Also looking at GABI, GIRO, PMGR, RMII, GRID when funds allow and depending on what happens in the mean time.

AS always DYOR

Https://oilprice.com/Energy/Energy-General/US-Oil-Drillers-Slow-Activity-As-Prices-Hurt-Even-in-Permian.html

Got to help HH prices especially the futures so higher hedging prices.

Good news SP held up without BBs but there has been RNS BBs posted just after midday before so may still get one.

SP is acting different in UK for last few days, keeping at/above NY closing price, usually dips down which is when I buy some for trading so must be more support in UK or perhaps leaked info, we will know on Monday.

Now we have an update and dividend.

"Aquila European Renewables plc (the Company), a Euro income fund, announces its unaudited net asset value ("NAV") as at 31 March 2025, on a cum-income basis, was EUR 317,429,353.87 or 83.95 cents per ordinary share. This represents a NAV total return of 0.1% per Ordinary Share over the quarter."

"The Company announced on 1 May 2025 that it had entered into a sale and purchase agreement with the other shareholders in Sagres, being funds managed and advised by Aquila Capital, for the sale of its 18% interest in the Portuguese hydropower asset referred to as Sagres (the "Sagres Disposal")."

"The Company has agreed non-binding Heads of Terms and entered into exclusivity with a preferred bidder for the proposed disposal of a portfolio of assets that represents a majority of the Company's portfolio. Due diligence is progressing as planned, and the Company expects to be able to provide an update to shareholders by the end of June 2025."

"The Board of Aquila European Renewables plc (the "Company") is pleased to declare the first interim dividend for the year to 31 December 2025 of 0.79 cents per Ordinary share which will be designated as an interest distribution in its entirety. The dividend will be paid on 13 June 2025 to shareholders who appear on the register on 23 May 2025. The Company's Ordinary shares will be marked ex-dividend on 22 May 2025."

"He and his government then went on to change the face of Britain, through uncontrolled, mass immigration"

And the voter base to ensure more Labour votes, it also turned to Conservatives to the left to try to get some votes thinking all those on right would always vote for them. Both Labour and Conservatives totally misread the British public taking them for granted or perhaps fools, backlash coming fast and these parties are so scared they cancelled the local elections in the best areas for Reform hoping they could keep it to the uniparty state in the others so the extent of the shift was not apparent, they misread that as well.

It's simple, anyone from the left describes views as "extreme right wing" when they are on the right of theirs no matter how little. As reform goes from strength to strength we will see a lot more of this, it is the only argument they have after failing on everything else. The vast proportion of the loses on my shares come about because of political decisions, EPL, ESG, DEI, NI, tax, trade sanctions. I would have said tariffs but but after the drop I loaded up on shares which IMO dropped too much with most of my free cash and now back to where I was before tariffs announced, grabbed a few bargains, also moving out of UK investments because of the politics of this country and this is also working well. Another area where winning is ITs and REITs trading at large discount to NAV which are either in winddown or likely to be taken over because UK market is so bad due to poor and anti business decisions of governments, 3 taken over, 2 at the final stages of takeover, 1 takeover approach and 7 in winddown. Politics for a time now has far more influence on the value of my shares than the companies themselves have done. I have manged to not just to mitigate my losses but turned a reasonable profit from bad political decisions. The lefties like Savage_KeyboardR will never understand how the world works and so will never be able to take advantage of changes just prefer to stick to idea these left polices good, will work and it will all be fine instead of taking appropriate action.

Going back to CPI, I will not sell for now as I believe it will recover but even if it does not will take my CG losses when it is best for me however will not add as it's business is in the UK and has to deal with the government for the reasons I gave above. Unless something drastic changes will move more and more of my investments out of the UK and then myself, will be sad to go but happy to get away from this socialist hell hole.

Savage_KeyboardR

Wow so you agree we are better off with trading with USA than EU, you will be supporting Trump soon.

Savage_KeyboardR

“£700million of taxpayer cash to Rwanda for absolutely nothing”

The Tories were bad but it was Labour that cancelled Rwanda wasting all the money spent.

“Good thing is Labour is gradually restoring balance & common sense”

With illegal migration up a large amount breaking all records since Labour came to power I would not call this balance & common sense, more like a total disaster and get as many in as you can, change the voting rules to give them a vote so just maybe not a total wipe out at the next election.

“Reform will bleat on about migration”

We shall see in 4 years time when Labour are kicked out and take us out of the ECHR and allow only the bear minimum of spending on illegal immigrants, tents not 4* hotels, good enough for them in France.

“The only real issue was the total breakdown of normal process which Labour are now restoring”

Which universe are you living in, Labour are making it worse, take a look at number coming across.

“TerryM1... soon you'll be rocking in your care home chair relying on NHS and medical care staff i.e. you'll be reliant on migrant workers to clean you up & wipe up your many ranting dribbles!”

No chance, I have more than enough money to go private in top care home if/when the time comes for the rest of my life, in fact could buy a care home if I wanted to (partner would like to run it as she has used to run 3 care homes), but leaving this country in a few years to so will not be the NHS. My partner is senior carier now working for social services and lot younger than me and she said no way if anything happens am I going in a care home as it is her job. If look want to look to ranting dribbles take a look in the mirror.

“Conversely, Labour now picking up the utter mess left for them”

That they are but are make it a much bigger mess, bit like Birmingham, like you full of rubbish.

"Rusty holds way more shares than we do"

And when the SP tanks he gives himself more because of the great work he has done for investors and to make sure he does not lose out.

"Sounds like all our troubles are over as we head to £10. Only another 40% rise needed to get back to where we started in January. I’ve got my rose coloured spectacles of hope on 👍😂"

My troubles are over when we head to £14, however as you say on the rise at present which is good but the downside is that has taken a lot of BBs just to get here and will this be kept up, must add in a lot of my other shares are going up at present so not just DEC.

The SP is acting differently this morning in that it is above the closing NY SP, perhaps BBs have started in the UK, hopefully this can be sustained in NY as $13 has become a bit of a resistance point. This has mess up my day trading as not getting the dips in the UK before NY opens but overall a lot better off seeing my DEC investment losses reduce.

We should get an interest rate reduction from BOE in a few minutes which should make the dividends look more attractive.

"it appears neither of the main parties will tackle this issue"

They openly encourage it with free taxi service across the channel, welcome pack including a phone, 4* hotel, all food free, say your under 19 (even if you are 30) and given a free house/flat, weekly allowance, free health care, free dental care (both of which give them priority over UK citizens), free translation service, free legal aid and in some places free trips to cricket matches, driving lesions, language classes etc. What's not to like, all you have to do is break the law by illegally entering the UK and also making the illegal people trafficking gangs exceedingly rich. Well done to Conservatives and even more to Labour, make the most of it your out at the next general election.

Savage_KeyboardR

Lets hope they can be a better deal with the US than India where Labour delivered it's 2 tier system foe workers as usual giving foreigner worker better deals than UK workers made worse by latest NI increases.

"Labour again delivering on their pledge to grow UK economy👌 - proving sound competence is far superior to the right wingers populist nonsense built on worthless slogans!"

Labour doing so well

"UK taxes may need to rise in autumn, Rachel Reeves warned"

"The UK government is on course to breach its self-imposed fiscal rules, raising the prospect of tax increases later this year, the National Institute of Economic and Social Research (NIESR) has warned."

https://finance.yahoo.com/news/rachel-reeves-uk-tax-rises-autumn-050014621.html

Also the CGT increases had reduced the tax take by 10%, another sound competence move by Rachel from complaints.

BY the way how's your PNN short doing, you predicted it would go below £2.64 after very successful RI, SP now risen to £5.16, of course you are too scared to short but tell everyone else it would continue to drop from from £3.90.

Labour so popular now polls predict Reform to be the next government.

JC01

Like to as DEC the question why they ignoring shareholder messages. Email IR again today, 6 messages and not even an acknowledgment, says it all.

"Abingdon Health plc (AIM: ABDX), a leading international developer, manufacturer and distributor of high quality and effective rapid tests, announces that, under the terms of the existing Long Term Incentive Plan established in December 2022 ("LTIP" or the "Plan"), the Company has awarded share options ("Options") over a total of 4,092,000 ordinary shares of 0.025 pence each ("Ordinary Shares") to certain directors and senior management, in order to incentivise and encourage retention in a manner that aligns with the interests of the Company's shareholders"

Giving themselves free share options for trashing the SP which they think aligns with the interests of the Company's shareholders, give me a break.

Worya

Agreed, DEC has lot of surplus cash, then the question why was there a need to borrow an additional 300m, also why not a special dividend with some of this cash which would go a small way to alleviate the dividends drop which caused so much damage to the SP.

"Supposedly some of the $300m is to pay down existing debt"

Why borrow more at 9.75% to pay down debt at lower rate.

"is leverage-neutral"

Really, in which case DEC show us the figures after all they have not had the bet reputation for trust.

"increased liquidity, which currently stands at approximately $440 million inclusive of the proceeds of the note offering"

So as I said before why does DEC need $440m, far more than required for day to day running costs, dividends and BBs all of which should be funded from revenue, is Rusty planning a huge pay rise for himself or a new deal or was there an abortive deal perhaps stopped by the IIs.

The thing with DEC is there are always more questions than answers and it left for everyone outside of DEC to guess what is going on which in turn leads to lack of confidence, why buy into a company where you can't work out what they are up to.

"It's either spend it or pay high tax"

Can you explain this, as far as I know BBs are financed from revenue after tax is paid, are there tax allowances in the US to BB your own shares.