TLT - Tilt Renewables

[RTM]

The final closing price pre-buyback was $3.42, which equates to $3.5475 post-buyback.

Should be a wash either way - you're just transferring money from one pocket to another. Not worth getting too bogged down in it. Either the you getting paid out wins, or the you that owns the company paying out wins, but they balance each other out.

Thank you. Makes sense. My model had to high a closing price pre-buyback. All good now.

[RTM]

https://www.nzx.com/announcements/356046

Bit of a warning re the Infratil result.
Ooops...that’s me now.

https://www.nzx.com/announcements/356026

...and this may be of interest as well.

https://www.abc.net.au/news/2020-06-...ckout/12372558

Nothing is simple, is it.

This might be why TLT are having issues.

[tango]

...and this may be of interest as well.

https://www.abc.net.au/news/2020-06-...ckout/12372558

Nothing is simple, is it.

This might be why TLT are having issues.

Very interesting about the blackouts. Thanks for that. It's not something I had considered.

[doxford]

Hi,out there o wiser ones, what issues are TLT having? Im just a novice out there, and I just cant understand why the the forum oracles dont seem to comment much on this stock, dumb buggers like me really appreciate your wise council, Ive done really well out of this stock but should I hold or should I go?

[Snow Leopard]

It is all about the stability of, in this case, the South Australia Electricity Grid and the very different problems that a high amount of assorted renewables with a very (short-term) dynamic output cause to a system designed around consistent & dependable supply providers and which only now, are those involved just beginning to get an understanding of the true consequences of such.

[Disc: Worked for just about everybody in this space]

...but should I hold or should I go?

Yes.

[bullfrog]

inspired by snow leopard, and the randomness of renewables, and the randomness of the word blow

let it blow let it blow...

one for the kids
https://www.youtube.com/watch?v=Xlwzr_9BuaY

one for gangsters
https://www.youtube.com/watch?v=HsSpYCSJ3vc

And one for minecrafters
https://www.youtube.com/watch?v=mJB3itCQatI

[tango]

inspired by snow leopard, and the randomness of renewables, and the randomness of the word blow

let it blow let it blow...

one for the kids
https://www.youtube.com/watch?v=Xlwzr_9BuaY

one for gangsters
https://www.youtube.com/watch?v=HsSpYCSJ3vc

And one for minecrafters
https://www.youtube.com/watch?v=mJB3itCQatI

😂😂😂😂

I was planning long term hold. But who knows maybe I could sell down half. Snow Leopard comments made me realise I don’t understand the dynamic nature of wind versus steady flow from hydro etc and the risks.

[Snow Leopard]



I was planning long term hold. But who knows maybe I could sell down half. Snow Leopard comments made me realise I don’t understand the dynamic nature of wind versus steady flow from hydro etc and the risks.

Do not let one poorly worded post from an old panthera influence your investment decisions .

The constraint on DD is likely only temporary and of minor significance to a long-term investor.

Best you ignore this post too & DYOR

[tango]

Do not let one poorly worded post from an old panthera influence your investment decisions .

The constraint on DD is likely only temporary and of minor significance to a long-term investor.

Best you ignore this post too & DYOR

Thank you.
More research is on the To Do list…

[Carpenterjoe]

Keep an eye on IFN (asx) atm. Currently under going a takeover. This could provide assistance with valuation.