Seventrader · 2024-05-23T06:57:41.547835Z

National Grid Plc $NG. kündigt eine Kapitalerhöhung in Höhe von 7 Milliarden Pfund und einen Fünfjahres-Investitionsplan an. Der Kurs fällt zweistellig. Eigentlich steht dieser Wert auf meiner Watchlist, aber aufgrund anstehender Investitionen für den Stromnetzausbau habe ich bisher nicht zugegriffen. Wann wäre eurer Meinung nach ein guter Zeitpunkt?

@7Trader

7Mon·

National Grid Plc $NG. (-0.86%) announces a capital increase of 7 billion pounds and a five-year investment plan. The share price falls by double digits.

This stock is actually on my watch list, but I haven't bought it yet due to upcoming investments for the expansion of the electricity grid. When do you think would be a good time to buy?

21 Comments

Iwas M.@SSIT

7Mon

If you are seriously thinking of adding the stock to your portfolio, I would actually get in now with a first tranche. Then expand the position depending on the price performance.
If you have an affinity for risk, you can also bag the full position now. Personally, however, I simply feel more comfortable buying in tranches, even if I might lose a few percent in performance. 😃

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Gerit@Gerit

7Mon

Presumably: Time of investment + X

If ROE & ROIC show that the company has made good investments in the past, then you just have to think about when these investments will bear the first fruits. Until then, you should probably make your own investment.

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Seventrader@7Trader

7Mon

@Gerit the investments are planned over the current 5 years. And I imagine that the costs will ultimately be higher, which will lead to a further necessary capital measure, ergo the share price could fall further. This approach is currently holding me back

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Gerit@Gerit

7Mon

@7Trader then leave it alone for now.

Better to miss out on profits than to sit on losses that you don't need.

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Seventrader@7Trader

7Mon

@Gerit that's where I'm standing right now 😊👍🏼

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Filipe@fpena

7Mon

It is in my list as well.. maybe I will add it soon following this dip.

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Seventrader@7Trader

7Mon

@filipemgpena I will not be buying at this time. Further price losses in the next few months are too risky for me. If the dividend is perhaps cut or further capital measures are necessary, it will go down even further.

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Filipe@fpena

7Mon

@7Trader it is indeed a possibility. I am only planning to have a small size, like 100 stocks. To add it to $EDP and $IBE
Lets see how it develop in the next few days/week

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Deleted User

6Mon

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Filipe@fpena

6Mon

@trader_385 I will add more positions this week. Let's see how they perform long term, but the goal here it is to not loose value and keep dividends %

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Deleted User

6Mon

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Filipe@fpena

6Mon

@trader_385 from the UK, I only own now 3i and Legal&General
I will add NG but nothing else currently

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Deleted User

6Mon

Comment was deleted

Filipe@fpena

6Mon

@trader_385 they are still expanding Action store chain, recently they landed in Portugal.
From UK maybe another interesting position would be BAE Systems, but currently not in my watchlist

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Victor@DividendenVictor

7Mon

I've bought it today ;-)

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Deleted User

7Mon

Comment was deleted

GeldmitKopf@cashwithhead

7Mon

@Burner Technically, it makes the most sense to exit when the VWs have been written off, as the accounting profit is then higher

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GeldmitKopf@cashwithhead

7Mon

@cashwithhead did not read exit not entry ups

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Seventrader@7Trader

7Mon

@Burner If I knew for sure that the current capital measure was sufficient for the necessary investments, i.e. that there would be no cost overruns requiring further capital measures, then I wouldn't be so uncertain.
But correctly estimating costs over 5 years can go completely wrong....

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Deleted User

7Mon

Comment was deleted

Seventrader@7Trader

7Mon

@trader_385 Interesting approach....🤔

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