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8The #bierchallange completely because it is simply delicious.
Besides, it's vacation time again. Arrived in paradise after an incredible 45-minute drive. At Lake Constance 🤣
Lots of water. Clean water. Fittingly, my vacation stock purchase.
I'm simply doing as Blackrock does and adding to my position.
Water England Blackrock
Why is Blackrock buying so much there lately? What do they know that we don't wissen🕵️
"Severn Trent PLC $SVT (-2,24 %) has acquired a stake in Severn Trent PLC following a transaction on July 19, 2024, in which BlackRock, Inc. $BLK a voting rights threshold has announced a change in its major shareholdings. The investment giant now holds a total of 7,56
% of voting rights, combining direct shareholdings and financial instruments. This update comes after Severn Trent was informed of the changes on July 22, 2024."
That's almost as much as we all hold in Community $UKW (+0,66 %) hold 🤣(there will probably be new figures tomorrow😍) here too, black Rock is the largest shareholder with over 8%
https://www.severntrent.com/investors/financial-calendar-and-regulatory-news/regulatory-news/
PS @risk_minister69 there won't be many likes for a stock that is not represented in the community, unless our Blackrock followers like the news 😅
Water share $SVT (-2,24 %)
@DonkeyInvestor said investing in water on an island can only work :-)
what has happened since I started:
The regulator Ofwat 11.07.2024:
"Ofwat plans record £88 billion upgrade for cleaner rivers and seas and better services for customers
The average bill increase for water and sewerage companies will be £19 per year over five years (£94 in total), excluding inflation. The companies' business plans included increases averaging £144 over five years. Ofwat's interventions have reduced the level of bill increases proposed by the companies. For example, Thames Water's proposed increase of £191 was reduced to £99 by 2030; Severn Trent's proposed increase of £144 was reduced to £93."
To fund investment in the UK's ageing infrastructure, water bills are likely to rise by £19 a year, Ofwat explained.
This means that the average household water bill across the UK will rise from £441 to £535 by 2030, an increase of 21%.
This is below the average that Thames Water, United Utilities and other major water companies have asked Ofwat to set.
Ofwat set out the plans in the regulator's draft determination, which sets the agenda for all UK water companies for the next five years.
Green light for Severn Trent's £12 billion investment program to create 7,000 jobs across the region.
The water company says its £12.9 billion investment plan will ensure customer bills remain the second lowest in England
https://www.ofwat.gov.uk/pr24-draft-determinations-press-notice/
in general, if you want to invest in water infrastructure in the UK, check with the regulator:
until 2030 there is actually peace and quiet, now there can only be reports of what is going wrong with the implementation :-) .
So continue to build up the position when the opportunity arises and collect dividends, appropo dividend:
"An attractive, inflation-indexed dividend provides long-term clarity
Our dividends are predictable and fixed in advance. This makes us ideal for long-term investments that can provide a reliable income in the future.
We are a stable, traditional and well-established company that pays steady, inflation-linked dividends that provide planning security for our investors. "
https://www.severntrent.com/investors/our-investment-proposition/
New in the savings plan from next week $HSBA (-0,91 %)
In the course of the discussion about the $D05 (+0,1 %) this bank, among others, was also mentioned.
Besides $UKW (+0,66 %) and $SVT (-2,24 %) another British stock was added to the portfolio.
The UK equity market has lagged behind global equity markets since Brexit, but bargain-hunting investors are showing renewed interest. Dina Ting, Head of Global Index Portfolio Management at Franklin Templeton ETFs, discusses the positive trends that make the case for investing in UK equities.
And after a long struggle with me, another stock is added to the next savings plan:
HeidelbergCement is now Heidelberg Materials
https://www.heidelbergmaterials.com/de/heidelbergcement-ist-jetzt-heidelberg-materials
Can you still remember the sand article?
My foray into water shares has so far been a good idea that I will continue to pursue
Severn Trent $SVT (-2,24 %) has increased its dividend to shareholders after profits rose by a fifth last year, despite the company's wastewater pollution rising by a third in 2023.
The FTSE-listed company, which supplies water to much of Wales and the West of England, increased its final dividend by 9% to 70.1p a share, while profits rose to £201.3m.
I've got my water goods basket
out $AWK (+1,09 %)
$XYL (+0 %) and just $SVT (-2,24 %) started to build it up. I'll keep at it
https://uk.finance.yahoo.com/news/severn-trent-hikes-dividend-despite-081605635.html
Small addendum
The industry regulator Ofwat will meet soon to decide on the increase in draft legislation between 2025 and 2030. The draft proposals are due to be announced on June 12.
Severn Trent wants to invest 12.9 billion pounds and increase customer bills by 35.7 percent.
Between 2020 and 2025 the average annual bill for Severn Trent was £402.63, for the next five years the average would be £546.35 if Ofwat's business plan is accepted.
Severn Trent $SVT (-2,24 %) that was the thing with the water in England
Our proposed final dividend of 64.09 pence (2021/22: 61.28 pence) is in line with our inflation-indexed dividend policy and is payable on July 14, 2023.
Severn Trent Water's RoRE for the year was 12.2%, 830 basis points above the base yield of 3.9%. The outperformance resulted primarily from our customers' ODI premiums of £53m, with around 80% of our measures being premiums and financing, reflecting our continued low cash interest costs and the impact of higher inflation in the year compared to Ofwat's final determination assumption. Although we have seen a negative impact of higher inflation on our operating and finance costs in the current year, in the longer term we expect to see benefits from the indexation of our RCV, sales growth and lower gearing, all of which underpin our inflation. linked AMP7 dividend policy.
https://www.severntrent.com/investors/results-reports-and-presentations/
What's so good about that? Severn Trent $SVT (-2,24 %)
So those who are convinced of $UKW (+0,66 %) and the dividend policy, this may also be something for them.
I bought my first shares and deposit today
Rachel Martin, Head of Investor Relations
Thank you for your interest in Severn Trent's investor offering.
As one of only three listed water shares in the UK, we offer a valuable combination of reliable income, long-term asset growth and an inflation-linked dividend. We have a high degree of certainty for a five-year period, with sales now fixed for the years 2020 to 2025 but with increasing incentives from which we have benefited in the past.
We also have a small but growing unregulated business focused primarily on renewable energy, long-term operating contracts and real estate development.
But above all, we are a business with social purpose at its heart, committed to delivering better outcomes, not just for investors, but also for our customers, colleagues, communities and the environment.
We believe that the combination of all these elements, together with a respected management team, makes for a compelling investment proposition.
Green Power
Severn Trent Green Power produces over 150 GWh of renewable energy per annum, focusing primarily on food waste using the same anaerobic digestion processes as our industry-leading regulated bioresource business
Our food waste business has grown significantly through the acquisition of five food waste facilities from Agrivert and we expect it to continue to grow as our society becomes increasingly mindful of waste and the government seeks to make kerbside food waste collection mandatory.
Other energy sources include solar and wind farms, which utilize surplus land in our region.
You can take a look at them.
Because this will probably be a really boring position due to the time periods in which sales are regulated, I will simply add to it from time to time.
https://www.severntrent.com/investors/our-investment-proposition/
Well, the money can only evaporate or run away when I go to the water 😅
Together with $SVT (-2,24 %) 2 glasses of water poured into the depot.
So water, wind and earth in the depot 😅
What would be an idea for fire? 🤣 Then I would have the following elements in the depot
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