tag:blogger.com,1999:blog-8522220863321921021.post3145876379908626113..comments2023-10-25T16:55:47.069+01:00Comments on 10 Value 10: Is the Sun Shining for PVCS?Yorkiemhttp://www.blogger.com/profile/02636254435369847915noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-8522220863321921021.post-26205639036934892292010-12-07T08:39:49.582+00:002010-12-07T08:39:49.582+00:00Hi James. I set my a three year target of 110p to ...Hi James. I set my a three year target of 110p to give me some degree of comfort that there is a fighting chance of generating my target return given my starting point.<br /><br />I intend to do an annual review (at least) to decide whether I should buy/hold/sell. In the meantime, if it drops a bit more, I shall buyYorkiemhttps://www.blogger.com/profile/02636254435369847915noreply@blogger.comtag:blogger.com,1999:blog-8522220863321921021.post-37010376831121425292010-12-07T08:35:27.531+00:002010-12-07T08:35:27.531+00:00Thanks Malcolm. Love the idea of solar panel roof ...Thanks Malcolm. Love the idea of solar panel roof tiles - get yourself on Dragon's Den!Yorkiemhttps://www.blogger.com/profile/02636254435369847915noreply@blogger.comtag:blogger.com,1999:blog-8522220863321921021.post-21335767025727394602010-12-06T19:53:56.508+00:002010-12-06T19:53:56.508+00:00Hi there,
I agree with this analysis far more th...Hi there,<br /> I agree with this analysis far more than any other from a broker or in the press. I watched PVCS for a while and averaged in at 56p, so allowing for the divi I only have a slight loss. Any drop below 50p is very definitely a buy, but you do need to take at least a medium term outlook for PVCS as no one can predict the price of oil and gas or the political antics of the subsidies game. Like many EU based companies it also reacts badly to trouble with the PIGIS although PVCS are well leveraged in currency terms.<br /> Regards JB ( www.hybridairship.net )James Bondhttp://www.hybridblimp.netnoreply@blogger.comtag:blogger.com,1999:blog-8522220863321921021.post-43378521137553752552010-12-06T19:47:05.169+00:002010-12-06T19:47:05.169+00:00Yorkiem, this is good stuff and far more detailed ...Yorkiem, this is good stuff and far more detailed than some of the research I've been doing. I bought into PVCS at 118 and bailed out low enough on the downturn to lose a lot of cash. However I agree that green energy will be a success and, for me, solar has the huge advantage in that (unlike wind and wave) there are no moving parts. The day that someone is bright enough to manufacture solar panel roof tiles is the day solar will take off. There must be billions of roof tiles just waiting to be renewed....<br /><br />Stay with itUnknownhttps://www.blogger.com/profile/00382104559813636649noreply@blogger.com