The slow lane to FIRE

@RidyardMike Ditto.. what's your view on the #smif tender offer? can't see why people would sell personally.

Looking forward to bumper dividend payday this Friday.🚀💷 #FSFL #SEQI #MGCI With a bit of luck markets will be down when I reinvest the cash.📉🤞

@RidyardMike I think its due tomorrow.

Premier Miton Group #PMI is making me nervous. Will hold and keep an eye out on dividends update, could see a cut here.

@RidyardMike Finally arrived in my account and reinvested straight back into #duke

Looking forward to 1 portfolio Dividend payday this coming Tuesday.💷📈 #DUKE

@RidyardMike @Pecunious365 I am holding but must remember to turn of auto reinvestment of dividend !!

@bagger_aim @Pecunious365 They will carry on paying the Div. and reduce it as assets are sold and capital returned to shareholders. Probably take a couple of years to complete liquidation.

#SEIT Strategic Update and Announcement of Proposed Sale of Portfolio Assets and Proposed Managed Wind-Down. londonstockexchange.com/news-article/S…

@RidyardMike @Pecunious365 Its a tricky one. I will probably hold but tempted to sell and move to inpp or similar, these liquidations never really get close to NAV. What's your plan

@RidyardMike @Pecunious365 Shame really but looks like the large shareholder have had enough. What do you think will happen to the dividend here ?

@Pecunious365 Yes, I thought it was the most likely outcome. Could take a while to implement.

@RidyardMike 100% agree. If now is not a good time to look at energy security and energy diversity there never will be !!!

Nice to see #UKW share price rising again. 📈 Should fair well in the energy crisis.

@BigBiteNow Not sure if I should chop or hold this. What other dividend stocks you looking at ?

I have cut my #NESF holding this morning. c. 6% loss, which will be partially reduced by the pending quarterly dividend. Still a decent dividend, but there are now better options in the renewables space, dividend-wise + with the Iran war fallout, I think there will be far better opportunities elsewhere moving forward.

Taken a big chunk of #NESF these last few days. The government consultation on ROC and FiT seems to have spooked investors, but at my entry point, it's paying me nearly 17% dividend. Yes, the adjustment to NAV if it comes may affect future dividend levels, but it's not likely to be anything more than 10-15%. That says I will still be picking up +14% at 50p a share. I can live with that.

Strange week. Nice dividend from #BSiF. Rebalanced #nesf, #fgen and #fsfl. Will add more income stocks but will scale in over a longer period with smaller amounts.

The power of dividend reinvestment.

@RidyardMike Similar to mine, do you spread evenly? I am a bit concerned with be a bug renewable heavy.

15 of my portfolio holdings with a good dividend yield & strong CF’s. Updated with latest SP’s.📈💷⏳

@RidyardMike Nothing eye catching at the moment. I will wait a few days.

There’s a wave of indiscriminate selling in UK markets today on renewed Middle East tensions 🌍📉 For long-term holders, volatility often creates opportunity. I suspect patient capital will be quietly adding to quality names while others panic. 🧠💷📈

@RidyardMike That's a good list I am moving to a dividend only isa holding so far I have #nesf #ukw #fsfl #fgen #bsif and #seit. I am planning to buy and hold. Any suggestions? I would like 10 more stock i can buy and hold for 3 years +

NAV total return assumes dividends are reinvested at NAV. But if the trust trades at a discount, you’re reinvesting at the lower share price — buying more shares. If that discount later narrows, your actual return can exceed the published NAV total return. 📈

When I assess an investment trust, I focus on NAV Total Return 📊 That’s the change in NAV plus dividends reinvested 💷🔁 Formula: (Start NAV → End NAV + reinvested income) It shows the true underlying performance — not just the share price noise 📈🔍

@RidyardMike Are you worried about the sp decrease ? Seems to be more than the yield at the moment

My updated dividend tracker for #UKW showing future progressive dividend for the next 5yrs — now linked to CPI.📈📊💷⏳Next financial year 2026 will be 13th consecutive Div. increase since IPO.✅

@RidyardMike @BlurredStones I just can't get over the nav discount. Do they know something we don't? Or are they just out of favor... strange times

@BlurredStones I have decent positions in all of them, Suz. But to answer your question FY results are out for #UKW and #TRIG this coming week. So I would wait and see!⚡️

My renewable infrastructure fund portfolio faces weak sentiment and wide NAV discounts. I focus on cash flow stability—here’s a snapshot showing % of revenue that’s fixed and the dates it’s secured.📊🏗️💨☀️⏳

$SATS.L

@HenryElderBTC @1MarkMoss @Satsuma_UK what is the plan here ? Shareholder are circa -90%+ CLN holders (those of us who converted) -80%. What's the plan ?

This IS the way foward for UK investors and institutional investors. A few people have asked me how important the #SATS @Satsuma_UK move is, below gives you a clue @saylor @1MarkMoss @HenryElderBTC

@TheSecretAcct Not sure of any major pullback, especially if you compare valuation to US stocks

9000. I think it’s been increasing too quickly so there will be a pull back as there usually is every so often. Just try to sit on your hands.