Member Info for Verdejo

Im keeping cash on one side in case of a crash/Buying opportunity in the near future in other sector across the markets, but MTL just today became my biggest portfolio holding/expenditure with 76444 shares. Not much by comparison to many on here I'm sure but If it moves upwards Ill be a happy investor :-)

This is one of those times when you FF 12 months time and you read a report saying, 'If you had bought TW shares 12 months ago 10k would now be worth 12K'....I hope. I've just topped up at just under £1...averaging down. I cannot see this not recovering to around £1.15 in the next 6 months

Just topped up at this excellent price with yield now at 7.8% ....happy days

Me too...im looking to get in at 140p . Good Dividend with 1.1 cover and 66% under valued according to Simply Wall St

Im holding at 104p - the div payable in November will take me into Profit. F&O research only last Friday (25th) issued a price target of £1.50, albeit before TW announcement this week. This company will recover and sentiment and bargain hunters, be it CG or DIV players , will drive this price higher, IMO. Hence i'm currently filling my boots.

Https://polaris.brighterir.com/public/mast_energy_developments/news/rns/story/xzl16lr/export

🗳️ Likelihood of Policy Implementation

While Reform UK has articulated these policies, the actual implementation depends on several factors:

Electoral success: Reform UK would need to secure a significant number of seats in Parliament to influence or form a government.

Public support: Policies that contradict the UK's climate commitments may face public opposition, especially given the widespread support for renewable energy.

Political feasibility: Even with a mandate, implementing such sweeping changes could encounter legal, economic, and diplomatic challenges.

🧠 Conclusion

Reform UK's proposals to dismantle renewable energy funding are clear and have been communicated to industry stakeholders. However, the realization of these policies hinges on the party's political success and the broader public's response. While the threat exists, the actualization of such a significant policy shift remains uncertain and would require navigating complex political and economic landscapes.

If you're considering the implications for investments or energy strategies, it's prudent to stay informed about political developments and assess the potential risks and opportunities accordingly.

this is chatGPTs take on the subject

Https://www.dividendmax.com/united-kingdom/london-stock-exchange/investment-trusts/nextenergy-solar-fund-limited/dividends

12% according to this excellent site

Im waiting to se what HL do with mine. I wrote to Computershare to request £GBP, but by the time they responded and said I need to talk to my broker , it was already at the time out stage.

The Red Flags (and they’re waving real hard)

Revenue: Completely missing for the past two years—2023 and 2024—compared to £88.8M in 2022. Where did the money go? If there's no revenue, how is the business sustaining itself?

Operating Profit/Loss: A hefty loss of £44.7M in 2024, following a £7.8M loss in 2023. That’s a steep cliff.

Net Profit: Yikes. Consistent negative territory—£56.3M loss in 2024, £18.6M loss in 2023, and only a positive year in 2022.

EPS (Earnings Per Share): Tanking hard, at (5.20p) in 2024, (1.80p) in 2023—this is compared to a healthy 10p back in 2022.

Trend: The trend is glaringly obvious—things are getting worse, not better.

The Numbers You’d Want to See

Revenue growth? Negative.

Profitability rebound? Negative.

EPS stabilisation? Negative.

Dividend prospects? Slim to none, given the earnings collapse.

Would love to buy more as this has a 10 year rising dividend track record, but the fundamental numbers suggest it maybe in trouble. Is anyone aware of any up and coming news which may turn this company around ?

Https://igamingbusiness.com/strategy/ma/playtech-sells-happybet-pferdewetten/

Https://www.proactiveinvestors.co.uk/companies/news/1071269/nextenergy-solar-fund-reaffirms-focus-on-shareholder-returns-1071269.html

Just tipped my toe in for 2k, at 13.8% annual div in quarterly payments, definitely worth a punt based on current reports i.e. Motley Fool and the one referenced below .