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Interesting business

lse:amph

#1

Just made a small investment here. Interims look positive and if the financing is agreed as planned it could start a very profitable growth period. I also like the eco angle of renewable energy.


#2

7% spread it has droped of about that much since your opening post.
Best of luck with it.


#3

Muted response to very strong set of figures today although revenue growth had been well flagged


#4

Any takers for this one? It’s on my homework pile.


#5

Bought. Now I’m going to sit back and enjoy the 8% yield for the next 20 years…
Thank you RHI :slight_smile:
Cash for Ash. Not as lucrative as Arlene’s scheme, but OK.


#6

err…8% yield? Are you on the right board?


#7

Hi @cavebear

Yes, I bought the SPV, the last tap:

GB00BYVQM755 AMPIL2 8% (10.5% p.a. minus coupon)

DL


#8

https://www.fixedincomeinvestor.co.uk/x/analysis.html?type=bond-of-the-week&cat=analysis-comment&y=2017&aid=1518

https://www.csx.ky/companies/specialist-debt.asp?SecId=11660001#ann2016


#9

Ahh - thought you were talking about the equity! Good luck!


#10

No, problem. It is an interesting business.

The AMPIL2 is illiquid.

A big chunk of that income comes from HMG, so it’s a bit like a high yielding gilt with commercial risk.

Luck is good, but this is part of diversified portfolio. I’ll take it anyway :slight_smile:

Hope the equity works out for you. It should do over time.


#11

AMPH…
XXXX
One i passed on in Dec 2015 was 76p then.
Bottomed @ 54p Jan 2016 … 110p August 2017 and again Oct 2018 .
Back @ 70p now.


#12

Bit of a bumpy ride then!


#13

What bumps? :wink: