Greencoat Renewables (JSE: GCT)

14.31 now. Down nearly 5% today.

14.31 now, that's a proper dip today eish.

14.10 now, down a bit today hey

14.10 now, bit of a dip but the wind still blows.

Picked up more GCT at 14.50 after the recent pullback, reckon the dividend yield around 6% and steady cash generation from renewable assets justify holding through the volatility.

Picked up more GCT at R14.50 because the dividend yield is still pushing 6% and infrastructure plays with long-term contracted revenue streams aren't getting any cheaper in this rate environment.

GCT sitting at R14.68 with those long-term PPA contracts locked in. Are we pricing in enough upside from the renewable energy tailwinds, or is the dividend yield doing most of the heavy lifting here?

Topped up GCT at 14.68 this morning, yield's still pushing 6.5% and the renewable energy tailwinds aren't reversing anytime soon despite the rand noise.

GCT up less than 1% today but the renewable energy tailwinds are real. Wind and solar capacity additions keep expanding globally, yet the market's pricing in minimal growth on that 4.2% yield. Either the dividend gets cut or this reprices higher.

GCT's got solid long-term contracts locked in which is the boring but actually smart play in renewables. Eish, the rand weakness hurts capex but those dollar-linked revenues are nice hedge. Ngl if load-shedding keeps going people start caring about this stuff more, not less.

R25 BY END OF YEAR EASY!!

GCT's yield at R14.14 is still decent if you believe in the long-term play on renewable energy contracts in SA. Power agreements locked in, low leverage compared to peers, and dividend cover looks solid. Good day to top up if you're holding for the distribution, not hoping for a quick flip.

Look, GCT is sitting at R14.14 and people are crying about no revenue but Tesla was pre-revenue for years. The long-term power purchase agreements they're locking in with industrials are REAL contracts, not speculation. We are a pre-revenue company, can't fix stupid, but once those wind farms start feeding the grid and South Africa's desperate for baseload, these prices look like a gift. Energy security isn't going away, load-shedding proves it.

GCT up nearly 12% today is decent, but trading at around 8x P/E while Neoen trades closer to 15x suggests there's still value here in the renewables space. Wind assets are backing this move, and it's outpacing most of the local energy stocks that are stuck in the doldrums.

GCT ripping 11.92% today, that's a proper move for a renewable play. Dividend yield still sitting pretty at those levels so the market's clearly reconsidering the thesis here.

Wind farms printing cash, lekker setup

GCT sitting pretty at R15.31 with those long-term PPA contracts locked in, eish most of the market doesn't get what that means for earnings visibility. Compare to Globeleq or other renewable plays, the dividend yield here is solid once load-shedding keeps squeezing SA's grid. Long-term view hasn't changed, these assets are only getting more valuable.

Do you think the rand weakness helps them here, or does it just mean their debt servicing gets more expensive. Long term contracts in dollars sound good but whats the actual hedge structure.

gct catching the express train if eskom keeps dropping the ball. long term contracts locked in, rand weakness actually helps when youre exporting power. ngl the yield at r15.31 starts looking lekker when rates stay sticky. big dogs dont cook they eat, and theres gonna be hungry customers for years.

GCT's up nearly 12% today, probably riding the renewable energy tailwinds. At these levels it's worth checking if the dividend yield is still compelling relative to the underlying asset base, because the run-up has been sharp and valuations can get stretched quickly in this space