Morning to you e350,
I'm thinking we might be spiritually connected.
Most of my holdings were in @ 40c flat. I too wanted to increase my position by 25% @ 1.10 but it run ahead of my order.
Rerate, it's happening right now imho, last years AGM the board was quizzed on capital return and the response was they are currently looking at it. I'm hoping they announce a dividend resumption at the FY23 results. Should put a floor in the SP. what do you think?
I can't see this going back to the heady heights of 2012. Approx 1/3 less SOI then, but having said that this global push for renewables, whilst been active for some time in some countries, is in it's infancy here.
Offshore wind. They're talking about towers as high as the Eiffel Tower now. No stopping it imho.
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