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23-02-2021, 01:07 PM
#1121
Maybe a sparkie has reattached his earth strap, to bring 'em back to earth.
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23-02-2021, 01:53 PM
#1122
Originally Posted by Getty
Maybe a sparkie has reattached his earth strap, to bring 'em back to earth.
Next Div announcement may inflate things again, but if others feel so inclined in the interim - a repeat of 14.2 would be good again
to climb in & load up some more ..
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23-02-2021, 08:54 PM
#1123
Contact, Meridian etc about 30% off their highs, would have to drop to about 16 to keep up with the big boys.
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24-02-2021, 12:17 AM
#1124
Originally Posted by Arthur
Contact, Meridian etc about 30% off their highs, would have to drop to about 16 to keep up with the big boys.
difficult to see on current estimated Div Yield in the current times however
Wonder if NWF will be trotting out the 0.7 cps Div again in March, like they did in 2020 ?
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24-02-2021, 09:51 AM
#1125
Re yesterdays price drop.
Some must have got the wind up, as they heard Meridian are going ahead with the $395M Harapaki windfarm in Hawkes Bay.
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24-02-2021, 09:54 AM
#1126
Maybe Meridian are the current undisclosed offtake partner.
That may amp things up a bit..
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25-02-2021, 09:03 AM
#1127
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25-02-2021, 09:57 AM
#1128
https://www.nzx.com/announcements/368190
HY to 31 Dec 2020
http://nzx-prod-s7fsd7f98s.s3-websit...190/341099.pdf
Apr 2021 - Div 0.15 cps .. Holy **** that's a bit rough when last year's Div was 0.70 cps in Mar 2020 ..
Last edited by nztx; 25-02-2021 at 10:00 AM.
Reason: add more
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25-02-2021, 02:21 PM
#1129
Originally Posted by nztx
Not really if you consider that last year's 0.7 and the December 0.4 was had a bit of special mixed in. As explained they held cash back as they weren't sure about their hedge contract going forward. The total dividend is still a good return on the current price.
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25-02-2021, 02:42 PM
#1130
Originally Posted by Jantar
Not really if you consider that last year's 0.7 and the December 0.4 was had a bit of special mixed in. As explained they held cash back as they weren't sure about their hedge contract going forward. The total dividend is still a good return on the current price.
Okay maybe a bit harsh .. but I see Electricity Derivative losses up to 7 digits (just over $1 mill) in recent period
Fixed supply contracts - didn't these come off in the period, then new ones ? If so thats a fair wack of unrealised
derivative losses in a short time
The other thought is no Imputation credits here -- so holders get wacked for 33% into Govt Coffers
rather than add on credits & deduct added 5% of the total ..
After Imputation credits seems a better comparison basis for NWF against other producers IMO
2020 (refer to earlier posts) looked like 1.8 cps total Div
2021 to date 0.4 plus 0.15 = 0.55 cps YTD 2021
Last edited by nztx; 25-02-2021 at 02:43 PM.
Reason: add more
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