Baker2005
20 Feb 2018
Re: Diversifying? well - if the plans to move everyone to electric vehicles by 2040 happen, we will need much more grid infrastructure to support all those charging points...the current grid would never handle the increased power loading.so someone has to invest in the grid upgrade at some point. Owning the charging points is a good to way to fund it.. Makes perfect sense to me. All assuming JC and and his loonies keep their hands off.
Happy Rabbit
20 Feb 2018
Re: Diversifying? Lupo, The same two problems exist. From where will they get this power (and I mean the actual power), and when you charge these lithium batteries at that power they only have a very few charge/discharge cycles in them.Regards,
Lupo di mare
19 Feb 2018
Re: Diversifying? Quite so, Sparticus, and no doubt they'll have that in mind; perhaps a drive through before hooking up?I'm not really sure why they're considering doing this, assuming that the article is correct. This is slightly outside of their stated remit of owning and operating, or just operating, transmission networks.
WhoSparticus
19 Feb 2018
Re: Diversifying? It sounds great as a start. There needs to be a coffee shop next door. 15 minutes charging while you have a break
Lupo di mare
19 Feb 2018
Diversifying? LONDON (Alliance News) - National Grid is considering plans for the installation of a network of super-fast electric vehicle charging points along UK's motorways, fed by its existing electricity transmission network, the Financial Times reported Monday.The FTSE 100-listed company, which operates the country's high-voltage power grid, has mapped the UK's motorways and identified 50 key sites, which would put 90% of drivers within 50 miles of a charger, the newspaper reported.The chargers would provide up to 350 kilowatts of power, allowing a car to be charged in five to 12 minutes, compared to the normal 20 to 40 minutes. It takes roughly seven minutes on average to fuel a petrol car.
FRTEB
15 Feb 2018
Possibly of interest to some here [link] Might be of interest to people considering NG / utilities for steady income.
Hydrogen Economy
15 Feb 2018
Re: backtracking FRTEB"Not sure what you're seeing on your chart but I get a target of ~660 on a rising support line from 1996 and 2010 + several intersections from other lines"That's the one, rechecking (and at that scale I have to squint) it looks somewhere between 660 and 690 but in any case the take-out for me is that NG sentiment is near historic low territory which in the past has been a good time to buy, if JC and co stop using the N word that is.H2
FRTEB
15 Feb 2018
Re: backtracking " 1. We are getting close to a rising support line around 700p " Not sure what you're seeing on your chart but I get a target of ~660 on a rising support line from 1996 and 2010 + several intersections from other lines. At that level people will be weighing the numerous risks of increased regulation, low growth, high debt, nationalisation, bond proxy/rising interest rates against the dividend yield of 6.76%. So there should be a period of stabilisation for the sp at that level, although whether it marks the ultimate bottom is another matter with recent mention of 490 but I can only think that would be a likely Corbyn win scenario in which case NG won't be the only thing to worry about.
acsatix
15 Feb 2018
new buyback started. after the buyback due to gas business proceeds, a buyback due to removal of scrip divi dilution has started.BTW one day one has to explain why issuing shares through scrip and then buying them back is a good idea in absolute terms... is it because it makes some shareholder better off tax-wise?[link]
Hydrogen Economy
15 Feb 2018
Re: backtracking Acsatix"even jeremy eventually will see it is not possible to buy up all power system in uk..."Interesting comments on which parts of the electricity grid JC might be planning to nationalise. The conclusion that local grids are likely to be targeted not Nat Grid is significant, any clarification to that effect by Labour should turn the SP pretty sharply.I note 1. We are getting close to a rising support line around 700p 2. The current valuation can be justified with pretty low growth. I estimate 3% growth in EPS and dividend justifies current current SP on dividend payments alone which would be sustainable. The US business with Infrastructure investment being prioritised and additional investment required in UK should allow growth above that.3. Nationalisation aside, the other risks for NG are relatively low. Fx for a growing US business is one, but probably skewed to the upside if Brexit shocks hit sterling. If the markets and/or economy take a big hit, NG at current SP feels a safer place to be than most. I can imagine Jeremy echoing Trump's comments on repealing Obamacare, "who knew nationalising power distribution could be so complicated". H2 Holding.
acsatix
14 Feb 2018
Re: IT'S DEFINITLY SPIN - Another brain ... FRTEB:we have to accept that if NG is treated like a bond, if there is a chance you can buy 10 yr treasuries or gilts at 3-4% they are quite some good competitors to income from NG... so some repricing of NG is on the cards...NG is to be held for perpetual income not for capital appreciation, in my view.
FRTEB
14 Feb 2018
Re: IT'S DEFINITLY SPIN - Another brain ... " BTW how many pets one has the right to keep? one? 10? 50? " I think you'll find there's far more than 50 in a swarm of locusts. [got to lighten the mood - watching the NG sp tank ain't my idea of fun]
acsatix
14 Feb 2018
Re: IT'S DEFINITLY SPIN - Another brain ... in fact why not rent an apartment entirely to keep animals in it? like a cat hotel ... the landlord would have no say in it as these are pets and the tenant has default right to keep them.silly...BTW how many pets one has the right to keep? one? 10? 50?
acsatix
14 Feb 2018
backtracking [link] even jeremy eventually will see it is not possible to buy up all power system in uk... he is full of *himself*as we can see...great to see the unfolding of his casteist dream...I cannot wait for this guy to retire as he is a distraction to the progress of the country.
FRTEB
14 Feb 2018
Re: IT'S DEFINITLY SPIN - Another brain wave Some people are so unreasonable. I never had any complaints when I lived in a bedsit with Benji, my pet Bengal tiger, except for the time the postman lost an arm. He complained even though he was carrying a spare with him. Jeez.
