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08-12-2023, 07:52 PM
#3801
There is a good interview with Malcolm John's on the Sharesies YouTube channel. It was posted yesterday
https://youtu.be/p__FAN_dGX0?si=NgE0gsiAz8V9vClq
Last edited by xafalcon; 09-12-2023 at 12:12 PM.
Reason: Add link to YouTube
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14-12-2023, 05:58 AM
#3802
Member
From what I've read the country needs Huntley to provide power to keep the system working when there is no wind or sun etc. However at this time Huntley uses fossil fuels, which in the long term is a problem.
So why can't GNE change Huntley over to run on Hydrogen which is a clean energy? Then everyone would be happy.
Sčems to me they could make hydrogen in the middle of the night when there is excess electricity in the system.
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14-12-2023, 08:09 AM
#3803
Junior Member
Originally Posted by rabcat
From what I've read the country needs Huntley to provide power to keep the system working when there is no wind or sun etc. However at this time Huntley uses fossil fuels, which in the long term is a problem.
So why can't GNE change Huntley over to run on Hydrogen which is a clean energy? Then everyone would be happy.
Sčems to me they could make hydrogen in the middle of the night when there is excess electricity in the system.
Well the problem with hydrogen is you need a heap of energy for the electrolysis to get it from water, so unless they’re willing to do that during times of cheap power, store it and then burn it when it’s profitable GNE is gonna have to look elsewhere. They’ve been talking about using biofuels which is a start
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14-12-2023, 08:12 AM
#3804
That makes perfect sense from an integrated, strategic point of view, but the New Zealand electricity system does not have an integrated, strategic focus.
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14-12-2023, 08:35 AM
#3805
Originally Posted by xafalcon
Thanks ,👍that's a great interview,alot of info there.Removing the ESG share price discount looks very doable as this company resets for the renewable energy future targets.Would have liked a discussion about Kupe but overall very impressed with M John.
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07-01-2024, 06:36 PM
#3806
Is Huntly CCGT back on line early? Or doing some acceptance / other testing? Transpower is reporting 468MW gas generation atm.
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22-01-2024, 10:16 AM
#3807
Originally Posted by xafalcon
Is Huntly CCGT back on line early? Or doing some acceptance / other testing? Transpower is reporting 468MW gas generation atm.
Decent stats released this morning and confirming it is up and running again.
http://nzx-prod-s7fsd7f98s.s3-websit...094/411264.pdf
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22-01-2024, 04:30 PM
#3808
From a TA perspective, for the med-long term investors there MAY be some signs of green shoots (pun intended) starting to appear with the GNE share price.
A low was printed late Oct (nicely coinciding with bond markets printing an interim bottom), and there has been 10% move to the upside since.
BUT on a cautionary note, the move up has been rather laboured, and certainly not on an expanding volume basis.
GNE is now kissing a reasonably significant downward trend line (originating in Jan 2021), along with the 200 EMA. Will it clearly breakthrough, & hold above this zone?
Last edited by FTG; 22-01-2024 at 04:35 PM.
Success is a journey AND a destination!
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22-01-2024, 04:34 PM
#3809
Originally Posted by FTG
From a TA perspective, for the med-long term investors, there MAY be some signs of green shoots (pun intended) starting to appear with the GNE share price.
A low was printed late Oct (nicely coinciding with bond markets printing an interim bottom), and there has been 10% move to the upside since.
BUT on a cautionary note, the move up has been rather laboured, and not on expanding volume.
GNE is now kissing a reasonably significant downward trend line (originating in Jan 2021). Will it clearly breakthrough, & hold above that trendline? Only time will tell.
Unwinding that ‘ESG Discount’ that GNE was lumbered with starting but still quite a long way to go
We’ll get there later this year
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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22-01-2024, 04:53 PM
#3810
Originally Posted by bull....
another interesting observation is that in past years it has taken between 8 days to 30 days for gne to recover its ex price after a div.
2.55 was the ex price
taken a bit longer this time but gne has never failed i believe to regain its ex div price
one step ahead of the herd
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