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