GREENCOAT U.K. WIND WKN: A1T7LN ISIN: GB00B8SC6K54 Kürzel: UKW Forum: Fonds Thema: Hauptdiskussion

Kein Wunder, dass sich einige schon fragen ....warum sollte ich noch in Europa investieren....

Renewable energy companies warn that a UK revenue cap must not be set so low that it stifles investment in low-carbon technologies such as wind and solar, which will be needed to reach the country’s 2050 net zero emissions target. “It should at least be closely aligned with [that of] the EU,” said one person with knowledge of the discussions. Otherwise, ministers risked “spooking investors” and sending a signal that Britain was a more hostile location to invest in than continental Europe, the person added. Another person involved in the discussions added that not all companies “would care about the cap if it was at a [relatively] high price”. Under the EU’s plans, non-gas generators have to pay member states the “excess profits” they generate beyond a threshold of €180 per megawatt hour. Energy companies say the UK government’s proposals effectively amount to a windfall tax — something prime minister Liz Truss has said she is ideologically opposed to, even though she has maintained an additional 25 per cent “energy profits levy” on oil and gas producers introduced by the former chancellor Rishi Sunak in May. Owners of low-carbon schemes such as onshore wind and solar farms have made particularly big profits from the spike in electricity prices since Russia launched its war in Ukraine because they receive state subsidies on top of wholesale rates under a legacy “renewables obligation certificates” scheme that dates back two decades. Newer technologies such as offshore wind are governed by a different system known as “contracts for difference” that already limits the price they receive for their output, although agreements cover less than 20 per cent of total renewables capacity in Britain. In a meeting between the UK government and electricity generators at the end of September, officials said they had been considering numerous possible benchmarks for setting a price cap, such as wholesale power prices before the energy crisis. A price of £50-£60 per megawatt hour was mentioned as a starting point for negotiations although officials have since privately indicated that the final price would be substantially higher. No final decision on the level of the cap has been taken. The cap is likely to be imposed through energy legislation set to be published as early as this week which will also underpin Truss’s £30bn support scheme to help businesses with energy bills for the next six months.

Renewables companies warn UK revenue cap could deter investment Level should closely mirror EU to avoid exodus to Europe, say energy groups Renewable energy companies will tell UK ministers this week that a planned cap on the revenues they generate from sky-high wholesale power prices must not be more punitive than a similar EU policy — or they risk an investment exodus to Europe. The UK government is drawing up plans for a temporary revenue cap, similar to one already outlined by the EU as part of efforts to lower wholesale energy prices, which closely track those of gas and have surged since Russia’s full-blown invasion of Ukraine. Legislation, which would be needed to institute a cap, is expected as early as this week. Energy industry officials involved in discussions with the UK government say negotiations over the level of a cap will continue this week. The proposals could affect companies including EDF Energy, RWE, Octopus Energy, ScottishPower and SSE. Shares in UK-listed low carbon electricity generating companies fell on Monday morning after the Financial Times revealed over weekend that the UK government was planning to impose a cap. SSE’s shares dropped more than 3 per cent in early trading, although they subsequently reduced their losses. Shares in Greencoat UK wind, a big investor in renewables projects, were down more than 8 per cent by mid-morning. Shares in Centrica took a hit too, trading more than 4 per cent lower at one stage, as analysts feared the proposals would also affect nuclear generators.

Gab heute nen Bericht in der Financial Times. Ich poste ihn hier gleich in 2 Teilen (zu lang für einen Post).

Bv8 wurde etwas gesagt, dass es in GB wohl ein programm geben soll, was den Energiepreis deckelt. Demzufolge weniger Profit. Zumindest klang das für mich so. Keine Gewähr

Danke, ich habe auchnocht zum Unternehmen selber gefunden

Die Verbreitung von Risikoaversion an der Londoner Börse hat sogar defensive Aktien wie Greencoat UK Wind (LSE: UKW) nach unten gezogen. Diese FTSE 250-Aktie wurde trotz der jüngsten Kursgewinne mit einem Tiefstkurs-KGV gehandelt. Und der heutige Rückgang hat das Gewinnmultiplikator auf das 3,1-fache getrieben. Da die Dividendenrendite ebenfalls auf 4,9 % steigt, ist Greencoat meiner Meinung nach eine Top-Value-Aktie, die man kaufen sollte. Auch wenn die britische Wirtschaft sich abmüht, kann Greencoat – das in 45 Windparks im ganzen Land investiert ist – mit stabilen Einnahmen aus seinen Stromerzeugungsanlagen rechnen. Ich glaube, dass das Geschäft tatsächlich ein solider langfristiger Kauf ist, da die Nachfrage nach kohlenstoffarmer Energie immer stärker wird. Die Kosten für die Instandhaltung von Windkraftanlagen sind hoch. Die zukünftigen Kosten für Greencoat könnten stark steigen, da auch extreme Wetterereignisse häufiger werden. Aber alles in allem denke ich, dass die Belohnungen für den Besitz der Aktie die Risiken überwiegen. Und das erst recht beim aktuellen Aktienkurs. Sollten Sie jetzt 1.000 £ in Greencoat Uk Wind investieren? Wenn der Anlageexperte Mark Rogers einen Aktientipp hat, kann es sich lohnen, zuzuhören. Immerhin hat der Flaggschiff-Newsletter von Motley Fool Share Advisor, den er seit fast einem Jahrzehnt betreibt, Tausenden von zahlenden Mitgliedern Top-Aktienempfehlungen aus den britischen und US-amerikanischen Märkten geliefert. Und im Moment denkt Mark, dass es 6 herausragende Aktien gibt, die Anleger kaufen sollten. Möchten Sie sehen, ob Greencoat Uk Wind es auf die Liste geschafft hat?

Zum Unternehmen habe ich nichts gefunden ...?

Wieso stürzt die so hab, hab es news?

Meine wird leider erst im November kommen.

Meine erste Dividende ist heute eingegangen. 👍

Greencoat UK Wind has completed the acquisition of a minority stake in Orsted’s 1200MW Hornsea 1 offshore wind farm off east England. The investor, which first an agreement in May, has now wrapped up the purchase of a 12.5% shareholding from Global Infrastructure Partners (GIP). The acquisition is for a total consideration of approximately £400m (€470m). The listed renewable infrastructure fund said in May the acquisition is expected to be funded from cash flow and, to the extent required, the company's revolving credit facility. Greencoat UK Wind chair Shonaid Jemmett-Page added at the time: “As the leading independent UK wind farm owner, we are pleased to announce our investment into the world's largest offshore wind farm. “Hornsea 1 has a high load factor and high CfD price which complements our subsidy free investments. “This transaction, once completed, will add another high quality operating asset to our portfolio and increase our net generating capacity to over 1.6GW. “We continue to see an attractive pipeline of projects, both onshore and offshore, and given the size and scale that the company has attained over recent years, we remain strongly positioned to deliver more value-accretive acquisitions and extend our track record of strong shareholder returns.” Hornsea 1 comprises 174 Siemens 7MW turbines and entered into full commercial operation in December 2019.

https://www.ecoreporter.de/artikel/simpel-und-sauber-yieldcos-aktien-auf-erneuerbare-energie-kraftwerke/

Hierzu auch ein wenig Info dazu: https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/rwe-am-dax-ende-angst-vor-sondersteuer-aktie-mit-kraefitgem-ruecksetzer-20250894.html

Der Rücksetzer heute steht im Zusammenhang mit der Debatte um eine „windfall tax“: https://www.proactiveinvestors.com/companies/news/983059/clean-power-shares-hit-as-chancellor-may-extend-windfall-tax-to-all-energy-firms-983059.html

https://www.ecoreporter.de/artikel/greencoat-uk-wind-kauft-beteiligung-offshore-windpark-hornsea-1/ 👍