Member Info for unvrkw

I think maybe a little wider than labour or Greta, maybe haven’t sense the energy expenditure in uk hoouseholds at the min and unless you own energy shares you’ll not like this announcement. As for can’t pay win fall, need to invest, rubbish

So the hedge total is 27% better than end of 2021, all good for me

I’m a hold on this stock and quite happy to take the 12% divi

just doesnt happen like this. i expect next announced numbers to be better

i need a doubling of the sp to get back towards my buying price, a current lost cause.

i have no idea internally, across the patch how good, what Costain do well or not. i have one example, the A1 widening around Newcastle over recent years which has delivered ahead of schedule and excellent job from beginning to end

agree more than possible but when gas prices are depressed during a recession businesses tend to all hold back, we loose some to the wall

if this hits £1.80 in 2023 i'll buy it, overall good share to own

At todays closing price I’m 0.65% down so I’ll take that and keep holding. I’ve a defensive portfolio at the moment so this helps churn out cash for more risky investments Q1 2024

I can live with the 12% yield whilst we have a dip in gas prices which might last 12 mths. Maybe it allows them to buy more assets at a cheaper price. Net net I believe the next ten years plus will lead to high gas prices, high commodities and the need to have investments like dec

i wanted to sell caml around the 20 to 30% increase against the sp i bought, i think recession is coming however i also believe overall the commodity bull run, significant increase in prices is also coming. i'm tempted next few months to top slice but always keep some. my biggest investments are in gas, copper and gold at the moment so you can tell what i'm thinking and where i'm going

I have mine in sipp and pay no extra taxes, recieve the full dividend

copper up

markets are up, commodities are ahead due to china and inflation number. i'd say overall its macro aspects that influence these shares over a longer period. there are good swings even with the big commodities supplies

Nearly 400k ounces of silver sold, overall £33 million in debt gone and interest payments alongside it.

Good year ahead, that balance will start building quite quickly now

It’s all based on higher oil prices to make this run well which in next few years probably will

I hate dilution of this size

Best reason to invest is because everyone else isn’t

Woke group don’t like fossil energy, gas and oil but it obviously here to stay. Very steady, good share I believe and whilst biggest holding it might buy more. When everyone else has been loosing big this shares been pretty steady and the divi has covered far more than the loss, portfolio up around 12% 2022

i agree. i bought my daughter £10k worth the other day at 251, so she has some now along with myself. I'm hopeful that the next update will demonstrate the debt has gone which we know is the case and are they looking to pay anymore out alongside buying a new site. whether this is impacted by recession or not, like DEC happy to take current sp risk with dvi and if i can time right against a bear market position with recession i might sell in advance.

remember nord stream is still not there and wont repair soon. either russia and europe and US agree and come together or eventually there will be high prices again as weather impacts and supply is restricted.

whilst we await this period i take a 12 to 13% divi into my sipp and i can live with that, far better than cash, it doesnt take that long, that much to overcome drops.

very happy with position, like others, my biggest holding i net around £22k a year in divi so some risk but happy to take

Update next week, cash piling in, no debt, business as usual. Expect tick up in divi this year but savings for the next buy too.

Holding for now, if I get 25%+ gain I might take the slice off

The US dollar is the best of a bad bunch, there all sinking just dollar has more strength than the rest, probably always will even as they go pop