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