7Lun·

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?

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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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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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@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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@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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@Gerit that's where I'm standing right now 😊👍🏼
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It is in my list as well.. maybe I will add it soon following this dip.
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@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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@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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6Lun
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@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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6Lun
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@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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6Lun
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@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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I've bought it today ;-)
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7Lun
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@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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@cashwithhead did not read exit not entry ups
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@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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7Lun
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@trader_385 Interesting approach....🤔
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