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28-09-2017, 12:03 AM
#621
Member
Have just read the Chairman's and CEO's reports. The former had a few blunt comments about previous management.
I was interested in their plans for retail and/or additional generation. I assume for the latter they would go for hydro. Kourarau, Carterton, Genesis (1M), Mangahao, Horowhenua, Todd (42M), Raetihi, TrustPower (0.3M), Turitea, Palmerston Nth, PNCC (0.1M) are a few hydro stations nearby (to keep a single base of operations) that maybe the current owners might be persuaded to sell. Other small ones in Hastings and Taranaki too.
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28-09-2017, 07:24 AM
#622
Are you guys cognisant of the following site? It relates to "our windfarm" and you can see how it is opearating and $ received at any time of day...
http://203.114.161.10/trh.htm
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28-09-2017, 11:56 AM
#623
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28-09-2017, 11:58 AM
#624
Originally Posted by Well Endowed
been following that all winter, although like to benchmark with the following:
https://www2.electricityinfo.co.nz/
Solid turnover and price action today by NWF's standards, and current SP of 11.2c is approaching a key breakout area hit in May-16 and Nov-15 of circa 11.5c.
promising times ahead I believe
Good thinking. But just be aware, you can use it for output, it is probably not so accurate on pricing anymore as a lot of the future supply of NWF is now hedged. Details of the hedging and pricing are in the Annual Report.
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29-09-2017, 10:58 AM
#625
Long Member
30% hedging, and at a solid av rate. Def worth still worth checking the bulk of their revenue is unhedged.
"We commenced hedging our forward revenues in June. Our objective is to insulate the companyagainst the low electricity prices it has received in recent years. Forward electricity price contractstypically “price-in” a degree of dry year risk; we can benefit from this by forward contracting. As at10 August, the company held forward cover for FY18 for around 30% of average production at anaverage price of around $83/MWh, a substantial uplift on the pricing received for much of thiscalendar year."
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29-09-2017, 04:50 PM
#626
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29-09-2017, 05:36 PM
#627
Originally Posted by Dassets
Well done - amazing what a difference a capable board can make!
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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02-10-2017, 02:37 PM
#628
Long Member
highest its been since early 2013, albeit low volume!
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02-10-2017, 03:10 PM
#629
Originally Posted by Well Endowed
highest its been since early 2013, albeit low volume!
I see another 100k has come on the offer at 10.8. I am not sure but this could be ACC. They can not have that many to go now if they are indeed selling out.
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06-10-2017, 12:39 PM
#630
Long Member
Solid day for NWF today, a number of small buys pushing the share price up through 12c. seller volume looks to have dried up a bit too. it's fairly patchy after the current offer of 12.9c
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