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Member
Originally Posted by bull....
another deal, a little less uncertainty
http://www.sharechat.co.nz/article/4...wind-farm.html
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Long Member
Acceptances finally gathering a bit of steam. pleasing to see (as an infratil holder)
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Originally Posted by Well Endowed
Acceptances finally gathering a bit of steam. pleasing to see (as an infratil holder)
I think the recent market slump has caused many to take the profits they can get, seeing as they won't increase offer I will sell my shares and buy back if it fails at 10% below.
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Originally Posted by hardt
I think the recent market slump has caused many to take the profits they can get, seeing as they won't increase offer I will sell my shares and buy back if it fails at 10% below.
Do you think they’ll get to 90% before the offer closes?
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Originally Posted by huxley
Do you think they’ll get to 90% before the offer closes?
I think they may extend the offer if they are close enough.
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Originally Posted by huxley
Do you think they’ll get to 90% before the offer closes?
I don't believe they will, TLT have done a good job at presenting their worth... Recent upgraded guidance looks good to holders too.
I bought a whole bunch at 228 yesterday to accept the offer at 230... Entirely free of risk, even at 0.5% return after brokerage, it's free money nonetheless.
Last edited by hardt; 26-10-2018 at 03:33 PM.
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Member
If you follow what is happening in AU electricity you would get out of TLT
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Junior Member
Originally Posted by horus1
If you follow what is happening in AU electricity you would get out of TLT
I'm interested as to your reasoning here. Is it the climate denialism of the liberals? Or the fall off in projects as the renewable energy target winds up in 2020, and the lag between new policy, investor confidence and project rollout? Australia can't keep it's head in the coal forever, but I guess "recovery" could be a long time coming.
With the TLT shares, I'm most concerned about dilution and the need to inject more for capital raising, which is a point I don't think the independent directors have addressed. The latest offer extension runs out tonight.
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Member
The govt is threatening major interference if prices do not come down.The cost of new rewnewable generation is very low with cheap financing and I do not think TLT will be able to match the prices. On top of that a number of major industries are contracting direct with new generators and many domestic customers are going off grid. Solar panels are being installed very quickly and cheaply. The same will happen here but at a slower pace.I am glad I got out of TLT.
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13-11-2018, 06:49 PM
#100
Member
Originally Posted by rua
I'm interested as to your reasoning here. Is it the climate denialism of the liberals? Or the fall off in projects as the renewable energy target winds up in 2020, and the lag between new policy, investor confidence and project rollout? Australia can't keep it's head in the coal forever, but I guess "recovery" could be a long time coming.
With the TLT shares, I'm most concerned about dilution and the need to inject more for capital raising, which is a point I don't think the independent directors have addressed. The latest offer extension runs out tonight.
Why does dilution matter. If you do not participate in the capital raise you will just have a smaller slice of a bigger pie
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