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23-12-2020, 07:53 PM
#1071
 Originally Posted by flyinglizard
…., no growth so far.....
I wouldn't try and second guess the directors, but it is probably unwise to jump into growth of wind farms just yet. But I bet that the directors are already in the planning stage.
The government have already signalled that they want to decarbonize the electricity industry within 10 years. that means that an average of 1700 MW of wind and/or solar needs to be installed by then. Because of the nett capacity factor of wind being around 40% (solar is around 25%) then around 4250 MW of additional wind capacity is needed, plus extra to cover any growth in demand.
This additional intermittent generation will also require fast start energy storage of at least 50%, or 2200 MW. Wait until MBIE announce their preferred NZ Battery option and that would be the point for any expansion plans to be announced.
(Dassets, who do send the bill for my consultancy fees to?  )
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23-12-2020, 08:09 PM
#1072
Fees?? We are not in that business lol
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31-12-2020, 11:42 AM
#1073
Dividend due today and as a bonus nice to see some upward movement in the share price recently.
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31-12-2020, 05:10 PM
#1074
Originally Posted by Grimy
Dividend due today and as a bonus nice to see some upward movement in the share price recently.
Indeed .. very nice .. thanks to the Team @ NWF - Happy New Year!
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01-01-2021, 09:59 PM
#1075
Originally Posted by nztx
Indeed .. very nice .. thanks to the Team @ NWF - Happy New Year!
Invested mine in a dinner out - nice bonus!
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05-01-2021, 06:56 PM
#1076
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06-01-2021, 12:14 PM
#1077
Originally Posted by nztx
A very very strong TAIL wind driving the SP today - boys & girls .. 
Discl: couldn't resist joining in the action today
Fair enough to join this ship.
Some solid winds and good bounty to be had.
Dividend is very solid and has gone under the radar,
seems to be well propelled at the moment
With battery storage, renewable energy and attention on changing our habits, this share could finally be heading back to the thoughts of a few more long term investors.
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06-01-2021, 06:38 PM
#1078
More tail wind today .. SP climbing towards 20c
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06-01-2021, 07:21 PM
#1079
Originally Posted by nztx
More tail wind today .. SP climbing towards 20c
My spreadsheet gives a fair SP of 22c, so still a bit to go yet. This is my 4th largest holding now and only needs another 0.1c rise to be my 3rd largest.
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07-01-2021, 02:30 PM
#1080
more tail wind today .. up to 19.5c this arbo so far ..
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