Member Info for zebbo

SW could be doing a better job here, in my view— we seem to be taking a scattergun approach to deals and hoping something sticks. I was encouraged by the buyback, but we haven’t followed through with enough conviction, hence the current share price.

Not that Im bothered, great divi

Do we think the next raise will be, cannot be far away.... More dilution needed to support PEL JV talks and the promise of black gold :-)

Sponsored by the Infamous TW, what a player....haha.

Reckon there will also be a prequel raise to top it off, for a final dose of dilution

Strategic or not, it's a buy for me....at 40

Yet to be appreciated by the market IMO - Those tracking the ME war will know that LNG flows will now be disrupted for years due to the hit on the worlds larget LNG hub in Qatar ($20B + 3-5 yr to fix) leading to tightening global supply at a time when inventories remain unevenly distributed. As of now minor disruptions in the LNG market will have an outsized impact on spot pricing, particularly in Europe and Asia where marginal cargoes set the price. Higher LNG and natural gas prices, benefiting producers, shippers, and infrastructure assets with uncontracted exposure. This may also reinforce the strategic value of energy security, underpinning longer-term demand for diversified supply and storage ie Asia.

Selective exposure to LNG-linked equities and infrastructure could offer both income resilience and capital upside if disruption persists

Am I correct in saying that they have skipped a month until payment. Seem to remember this happed on the last divi. So have they moved to 3 divis per year by stealth

Suprised its taken this long for the SP to react to the current global mkt, let alone pipeline news. Asia will suck in more $$ going fwd

That may hurt when the buy backs finish at the end of the week

Bought in following the new strategy. If they pull it off, great. If not we sell up. However the plan is doable, just needs focus and hard work to make it happen.

All to play for with current NAV discount I see this as a win win. I also see the SP moving North of 55 near term

Gore, looks good on the strategy front. Very clean targets and what will happen if targets are not hit + 13% while we watch and wait

Happy I dumped these in the 50s. If they hit 40 I may take a few NESF, but cashflow based divi has more risk further out

Multiple updates....This will be well over £1 when the expected updates/news drops.

We are so undervalued especially when you consider what is happening in the ME. Keep the faith :-)

Im with you ToD, I will look when we hit 40p / 10%

I dont see a predator, wind up at best as NAV continues to fall. The mgmt team are just trying to keep their jobs IMO

Leads us to a wind up, all renewables are facing the same/similar issues. The investment case is poor, lots of better places to park your cash. Divi cut is the final straw. Expect this will drift into the 30s and back to 10% yeild

Every which way we are screwed IMO. I got this impression after a call with the managers months ago. 8M is nothing and will not make a difference however deployed

May buy back when the yield gets to c10%. My guess it will do as the SP will continue to grind lower. Best option is probably wind up

#PSH looks like the IPO front running has started. With NAV £56+ and an SP of ~£42 lots to play for. Plus a sweetner for IIs with free mgmt IPO shares!!. Could also IPO at small prem to current NAV - expect we will hit £50 very soon

Looking at the timeline, D. E. Shaw's position hit the 0.50% threshold on March 5, 2026. However, they likely built the bulk of that position during the dip in early February when the stock hit its 52-week low.

Estimated Entry: Roughly 2,100p (during the post-earnings/AI scare in mid-February).

Current Price (March 9): 2,667p. Thats a ~27% increase against their position.

Estimated Loss: on their 9.14 million shares approximately £51.8 million. This must be hurting and putting them under pressure to close, so we may get a big squeeze at some point soon

If the Eu / UK want to double down on renewables they need to provide better investment structure.

Fancy shooting yourself in the foot only a few short months ago for a couple of quid

They can raise / cut at a stroke. If oil is up Wizz is dont, simple economics

Think that is the biggest worry. Current issues will not resolve overnight, far from it and I think 150 bbls is a cert

Mgmt have errored massively with their hedges

Big fat zero could be on the cards