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Infrastructure Exposure for 2024-2025
John Bran
Posted: 06 March 2025 10:53:09(UTC)

Joined: 01/09/2017(UTC)
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John Bran;336508 wrote:
lindsay Morrison2;336409 wrote:
John Bran;336400 wrote:
VH Global (ENRG) up 5.4% on no news.
Clearly considerably more buyers than sellers but other than one buyer of 100,000 shares nothing really stands out.
Achilles? A bit hopeful I know!



I think it may just be linked to divi hunters as I see a trend in the week it goes ex-divi rides up especially when at these prices where post payment the price holds up - anyway just a theory although 5% is a bit rich for a 2.44% divi but FGEN also up 2,23% going ex the same day and no news? Who knows just a thought but. pleased to take assisting on a pile!!


Up another 2.25% some serious dividend hunters here!!
Tempting to sell tomorrow and buyback on Thursday.


Well so far today the most it fell is 2% it actually been in positive territory a few times.
Based just on today I am glad I did not sell.
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lindsay Morrison2 on 06/03/2025(UTC), Big boy on 06/03/2025(UTC)
lindsay Morrison2
Posted: 06 March 2025 12:40:56(UTC)

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...joined you guru's in SEIT now make sure tell me when to sell !!
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Mr Bean on 06/03/2025(UTC), what me worry? on 06/03/2025(UTC)
Thrugelmir
Posted: 06 March 2025 12:54:28(UTC)

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SEIT finally announced the next dividend today. Was scheduled for February.
2 users thanked Thrugelmir for this post.
Phil 2.0 on 06/03/2025(UTC), Big boy on 06/03/2025(UTC)
John Bran
Posted: 06 March 2025 14:57:09(UTC)

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LONDON - SDCL Energy Efficiency Income Trust plc (SEEIT) has declared a third quarterly interim dividend of 1.58 pence per ordinary share for the financial year ending March 31, 2025. This dividend is supported by the net operational cash received from the company’s investments.

Shares of SEEIT will become ex-dividend on March 13, 2025, and the dividend is scheduled for payment on March 31, 2025, to all shareholders registered by the close of business on March 14, 2025.

SEEIT, a FTSE 250 constituent, is recognized as the first UK listed company to focus exclusively on the energy efficiency sector. Its diversified portfolio spans projects in North America, the UK, and Europe, including cogeneration assets in Spain, solar and storage projects in the United States, and a regulated gas distribution network in Sweden, among others.

The company has set a target dividend of 6.32 pence per share for the financial year to March 31, 2025. SEEIT’s investment strategy is geared towards delivering shareholder value through investments in energy efficiency projects that aim to offer lower cost, cleaner, and more reliable energy solutions to end users.

The investment manager for SEEIT is Sustainable Development Capital LLP (SDCL), a firm with a strong track record in energy efficiency and decentralized generation projects. SDCL operates globally with a presence in the UK, North America, Europe, and Asia, and is regulated by the UK’s Financial Conduct Authority.

SEEIT’s last reported Net Asset Value (NAV) was 90.6p per share as of September 30, 2024. The company emphasizes that past performance is not indicative of future results
John Bran
Posted: 06 March 2025 14:59:19(UTC)

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Thrugelmir;336696 wrote:
SEIT finally announced the next dividend today. Was scheduled for February.


Checking on Hargreaves Lansdown the exdividend is march as is the payment date for the last 4 years
John Bran
Posted: 06 March 2025 15:01:36(UTC)

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lindsay Morrison2;336695 wrote:
...joined you guru's in SEIT now make sure tell me when to sell !!


Yesterday!!
After Rathbones stop selling!
Also need to find partners for some of its rapidly growing investments.
Although I suspect that there is a limit to how far it can fall with covered dividend of 13%
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Mr Bean on 06/03/2025(UTC)
Hilda Ogden
Posted: 07 March 2025 16:56:34(UTC)

Joined: 31/07/2023(UTC)
Posts: 890

Looks like HEIT sale is going right to the wire.
Thrugelmir
Posted: 07 March 2025 17:32:25(UTC)

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John Bran;336708 wrote:
Thrugelmir;336696 wrote:
SEIT finally announced the next dividend today. Was scheduled for February.


Checking on Hargreaves Lansdown the exdividend is march as is the payment date for the last 4 years


Announcement was due in February according to the Company's own timetable.
Hilda Ogden
Posted: 07 March 2025 18:42:57(UTC)

Joined: 31/07/2023(UTC)
Posts: 890

Thrugelmir;336859 wrote:
John Bran;336708 wrote:
Thrugelmir;336696 wrote:
SEIT finally announced the next dividend today. Was scheduled for February.


Checking on Hargreaves Lansdown the exdividend is march as is the payment date for the last 4 years


Announcement was due in February according to the Company's own timetable.

Posted in error.
ben ski
Posted: 10 March 2025 19:49:48(UTC)

Joined: 15/01/2016(UTC)
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3IN, HICL and INPP all up. PINT up over the week.

Not to put much faith in the fickle retail investor, but these trusts have been in a bear market – likely worse than we'll have in stocks in this wobble – for years. Now, those 7.5% inflation-linked yields and long-term, government-backed contracts, might start to look quite attractive.

7 users thanked ben ski for this post.
Guest on 10/03/2025(UTC), Mr Bean on 10/03/2025(UTC), LondonYank84 on 10/03/2025(UTC), Guest on 10/03/2025(UTC), Guest on 11/03/2025(UTC), Helen L on 11/03/2025(UTC), Big boy on 11/03/2025(UTC)
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