Moritz · 2022-10-11T10:04:03.008122Z

#hyped #ukw Kaufrausch explanation, for me this is all maximum neutral and no buy? https://www.ecoreporter.de/artikel/greencoat-uk-wind-kauft-windparkbeteiligung-f%C3%BCr-fast-300-millionen-euro/ https://www.ecoreporter.de/artikel/greencoat-uk-kauft-anteil-an-rwe-windpark-dritter-zukauf-im-laufenden-jahr/ https://www.ft.com/content/ffb515dc-ac33-4b9e-adde-184a6dcdeeca @InvestmentPapa @GoDividend @Der_Dividenden_Monteur @MScottInvesting @RoronoaZoro @Simpson

2Yr

Wanted to weight my energy sector a bit more and preferably in the form of wind farms, which but have no project risk, but have finished parks running and thus generate cash flow immediately after acquisition To my knowledge, GB is geographically the best place for wind farms, they are not known for nothing only for wind & rain. Greencoat has in GB but a quite large park dispersion, so is not dependent on individual wind phases, but profits around the whole island. The offshore cap of 40% I find top, because offshore is of course also very maintenance, so cost-intensive.

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Moritz@leveragegrinding

2Yr

@RoronoaZoro GB may be the best spot for offshore, otherwise just up there with it. But the excess profits tax also makes that invalid imo

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Zoro@RoronoaZoro

2Yr

@leveragegrinding As far as I know, this is quite relaxed in the UK, since the excess profits are calculated according to the profit, unlike in Italy, for example, and this profit calculation in the UK is quite relaxed for the companies, since only the ring fencing profits are calculated here, in which, for example, loans and the like can be excluded, etc., was therefore not a knock-out criterion for me.

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suscimer@suscimer

2Yr

@RoronoaZoro I have seen many times in the feed that you and your colleagues have bought many shares of the company. Is it ok with you if I write an analysis on the stock... would certainly be interesting for some (incl. me)😇

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Zoro@RoronoaZoro

2Yr

@suscimer You're welcome, knock yourself out ;)

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Simon@Radical-Capital

2Yr

@suscimer very much indeed

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Divmann@Divmann

2Yr

Can also not understand why yesterday so many have entered 🫣😂 I also want to buy more, but wait for larger investments first what the week is decided. This can be ne good or bad surprise. Also hope people don't just blindly re-buy, I see UKW more as a component of maybe 4-5 YieldCos I want to have in the portfolio in the future. My investment case is as boring a stock as possible that can stick to its self-imposed dividend policy. No 🚀naktie where everyone should get in. There is no such thing anyway.

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RealMichaelScott@RealMichaelScott

2Yr

I see it similarly to the previous speakers. For me, it will never be a massive investment but rather one that runs along "on the side". I also do not weight it heavily in my portfolio. For me, the aspect of green energy in times of gas shortage has of course also played a role. I don't see it as a price rocket but rather as a passive dividend payer. The "hype" here on GQ also surprised me a bit. To my knowledge I was the first to buy and then somehow more and more followed suit. I think as the first @Simpson. This then became a kind of runnig gag and more and more got on board.

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Thomas@WolfofNersingen

2Yr

@MScottInvesting and to me it looks like a chip shop. can't see an investment case here. can someone show me what i'm missing here. i only find negative news about the politics there and the company.

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Divmann@Divmann

2Yr

@WolfofNersingen

I'm sorry but the word "chip shop" is really just out of place here. It sounds so negative and suggests FM is worse than others in its way, that's just not true. They are not designed to be 100 billion heavy, all peers are in that ballpark. FM is in no way significantly better than the competition, so I don't really understand the hype. Maybe people just don't know that many players in the industry. For me, this would never be a position that covers my utilities sector alone. But I can explain my investment case to you: There are people who join forces with others - maybe sometimes the municipality is also on board - and finance a solar or wind park together. When the parks are ready, a certain amount is transferred monthly and the owners can do what they want with the cash flow. Known concept. I am a fan of it, but I don't like the risks of the initial project development and being dependent on one park alone. Therefore, I have been thinking about a so-called "YieldCo" in my portfolio for a while and bought UKW as a first step. What makes them in my eyes better than all the other energy funds out there? 1. The problem with small companies is often the unknown management without special reputation, applies to UKW. HOWEVER, Greencoat was recently acquired by the well-known asset manager Schroders from the UK. I like that there is a big company with its reputation liable should they screw up 2. no withholding tax in UK 3. UKW has a particularly defined dividend policy not seen in others. Increase with inflation. I personally like it very much. 4. many big players like Orsted have a mMn too high valuation and are for me by their low Einstandsyield no alternative to individual projects. UKW is in no way much better and will not remain the last company of this kind in my portfolio. The investment case for UKW is that they are absolutely nothing special, there is no big thing that everyone is overlooking and that should make the share price explode. I just want cash flow from boring wind farms. I can't tell you whether the entry is good or bad in terms of price. Everyone has different standards, I, for example, never use technical analysis. The anti-market policy that is going around at the moment is of course stupid, but I got in when there was no talk of it. No idea why you should have gone in yesterday, you have to ask others. No investment advice, just my opinion.

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Thomas@WolfofNersingen

2Yr

@Divmann the first meaningful post about this stock here on GQ. Thanks for that, might help some people.

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Enrique@Dividenden_Monteur

2Yr

my investment case was to have a green dividend stock. now i have a foot in the door with 150 shares and can see how it goes. plus no withholding tax in the UK. orsted on the other hand is not interesting for me because of the high withholding tax in norway. and german green stocks there are almost none i like at the moment. encavis maybe, but they were punished again.

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Dividende > Zinsen@GoDividend

2Yr

@Der_Dividenden_Monteur and for worldwide there is $IBE

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Enrique@Dividenden_Monteur

2Yr

@GoDividend what did $IBE pay out this year? TR says 0.01€ in June 🧐

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Dividende > Zinsen@GoDividend

2Yr

@Der_Dividenden_Monteur 0,17 0,01 0,27

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Tobi222004@Tobi222004

2Yr

Ørsted is Danish.

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Nico@NicoDNuggets

2Yr

@Der_Dividenden_Monteur verbio is great, but doesn't pay much in dividends

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GreenWash@GreenWash

2Yr

Can of course Encavis name, there you are of course also times away from the withholding tax, otherwise from energy suppliers from Canada with Algonquin (5.19%) or Transalta Renewables (monthly distribution and 4.90%) 😬 Or Verbund from Austria, but da gibts only 2.5%, there is not much left after deduction of withholding tax. 🥲

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Enrique@Dividenden_Monteur

2Yr

@GreenWash I have now compared Encavis with VHF, Encavis produced 1.6 GWh in the first half of the year, while VHF already produced 2.1 GWh in the first half of the year. I'm starting to like my investment more and more🤔 https://www.greencoat-ukwind.com/investors https://www.encavis.com/investor-relations/factbook/

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GreenWash@GreenWash

2Yr

@Der_Dividenden_Monteur FM just unbeatable :D 🤝

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Stefan@InvestmentPapa

2Yr

Don't always question everything. Always purely in the pleasure! Fun with side. For me, it was actually the limit that "triggered" - had then reviewed my investment case (environmental aspects, economic aspects such as inventory and location, etc.) and dipped my toes in accordingly. For me, the investment is one of the side bets on the energy market. 🤞 For me, that also fits the bill. Nibe, Coloplast, Steico now Greencoat... all green investments, or SRI. According to my understanding.

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Moritz@leveragegrinding

2Yr

@InvestmentPapa I also see as a green invest, but orsted as a stronger stock, why do you prefer UK?

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El Backer@Argo

2Yr

@leveragegrinding tax I always find good at uk...

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Moritz@leveragegrinding

2Yr

@Argo Well, now the excess profit is not very tempting from an entrepreneurial point of view.

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El Backer@Argo

2Yr

Fundamental for sure. Rational is not the hype, but I adde the company times... Analysis would now generate a lot of clicks... Anyone? 😉

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Stefan@InvestmentPapa

2Yr

@leveragegrinding I agree with you. Rather, I was referring to the acute energy situation and its financing (UKW capital provider). I think the price cap is still immature, especially since it comes from a counted primeminster who has lost the support of many... in other words: let's see what happens. In the best case $UKW makes a profit, has to hand over excess profits... but nationalizing the company or fleecing it because of its profits will not happen for sure. I rather believe in a takeover by another, larger group... there are also possibilities with Orsted.

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Lorena@Lorena

2Yr

Support at 200

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Moritz@leveragegrinding

2Yr

@Lorena once memorized and now recite over and over wa Where is she really?👀🌚

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Lorena@Lorena

2Yr

@leveragegrinding na bei 126.6 😎

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Moritz@leveragegrinding

2Yr

@Lorena the lessons do bring something👀

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Zoro@RoronoaZoro

2Yr

@leveragegrinding Is even already drawn in :D

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Moritz@leveragegrinding

2Yr

@RoronoaZoro you can't always just complain🌚

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SharkAce@SharkAce

2Yr

@Lorena clearly a double bottom

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Moritz@leveragegrinding

2Yr

@SharkAce Well, that's nonsense now

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John@Doe

2Yr

I don't understand the question, you can't get past $UKW after all 😅 Joking aside, I'm not marked but answering anyway 😜 Have acquired $UKW already about 4 months through savings plan and after I put my savings plans on hold, I increased the position for -8%.

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Moritz@leveragegrinding

2Yr

@Doe jut, but why?

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John@Doe

2Yr

@leveragegrinding Because I still have cash available, because I want to expand the Postion to 1k. If I had not bought $UKW, it would have been bought with a savings plan. If $STAG had fallen, I would have bought Stag first. Unless you want an analysis on $UKW why I am invested at all, but then not just a lousy "why?".

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Moritz@leveragegrinding

2Yr

@Doe ne I had hoped with the posts to find an analysis, but no one seems to have made yet.

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Manuel@Variett

2Yr

who knows maybe this is like Palantir or Sea ~1.5 years ago xD can not tell you also have the briefly times in Comdirect gescheckt and would be for me also rather Hold than Buy

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Stefan@InvestmentPapa

2Yr

@Variett Buy is followed by hold. In this respect, you first have to buy to hold 😉🥶.

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Dividende > Zinsen@GoDividend

2Yr

I had only re-bought 😅 (5x 😅)

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Moritz@leveragegrinding

2Yr

@GoDividend ah so, seemed with the many purchases on my trending page so after hype😂

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Dividende > Zinsen@GoDividend

2Yr

@leveragegrinding I think that in the long term, the current situation in the UK speaks precisely for such an investment, hence my purchases.

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Moritz@leveragegrinding

2Yr

@GoDividend I honestly think there are more exciting players in the industry than the completely UK dependent ones, Orsted plays a bit with the island but is not completely dependent.

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Dividende > Zinsen@GoDividend

2Yr

@leveragegrinding orsted is the wrong peer group UKW is a financial services provider. The Fund! Invests in wind power

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Moritz@leveragegrinding

2Yr

@GoDividend then the excess profits tax hits them even harder than I thought..👀

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Thomas@WolfofNersingen

2Yr

Is this some kind of insider meme stock? I don't get the joke or the hype. I can't take all the post-buying seriously.