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  1. #1121
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    Maybe a sparkie has reattached his earth strap, to bring 'em back to earth.

  2. #1122
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    Quote Originally Posted by Getty View Post
    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 ..

  3. #1123
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    Contact, Meridian etc about 30% off their highs, would have to drop to about 16 to keep up with the big boys.

  4. #1124
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    Quote Originally Posted by Arthur View Post
    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 ?

  5. #1125
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    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.

  6. #1126
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    Maybe Meridian are the current undisclosed offtake partner.

    That may amp things up a bit..

  7. #1127
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    Quote Originally Posted by Getty View Post
    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.

    The HB Upper Landscape will then start looking like Palmy's Hills with the proliferation of Wind Turbines ..

    The local Iwi's dont appear too happy with things .. but maybe nothing the right amount of clipping the ticket
    may fix ..

  8. #1128
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    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 09:00 AM. Reason: add more

  9. #1129
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    Quote Originally Posted by nztx View Post
    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 ..
    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.

  10. #1130
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    Quote Originally Posted by Jantar View Post
    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 01:43 PM. Reason: add more

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