Hola, sois varios los que habeis mencionado esta compañía en el foro. Creo que ayer dio una buena opcion de compra, lastima que a mi por despistado se me escapó. Me parece que tiene buenos numeros, PER bajo, poca deuda (para ser una utility), tiene negocio en UK y algo en USA y entiendo que seria “comparable” a Gas Natural Fenosa en España. Su dividendo esta cercano al 6% y se descuenta el proximo 11 de Mayo. Espero que de aqui a entonces, me de otra oportunidad. Lo que no he entendido bien es por que llego a caer ayer más de un 5%…
Un artículo que explica de forma sencilla en que consiste el límite del precio de la energía (energy price cap) que el Partido Conservador quiere aplicar en UK y como significaría casi con total de seguridad el recorte del dividendo de compañías como Centrica o SSE
The price cap threat has already wiped billions from the UK’s listed energy suppliers. Earnings at the largest companies, such as British Gas (Centrica) and SSE, could fall as much as 25pc or hundreds of millions of pounds. The hit is predicted to reach full force by 2018 at which time companies may need to rethink dividends in order to protect credit ratings. In order to defend shareholder payouts companies are expected to scaling back on investments and slash jobs in a bid to cut costs.
Who are the Big Six energy companies?
1) British Gas: British Gas is the largest supplier in the UK, servicing more than 11 million homes with gas and 6 million with electricity. It is a subsidiary of the UK-based Centrica group which also owns Scottish Gas.
2) EDF Energy: EDF energy supplies gas and electricity to 6 million homes. It‘s wholly owned by the French national provider EDF SA and is also the largest electricity producer in the UK.
3) E.ON: E.ON provides energy to around 7 million homes and is owned by German E.ON AG. Prior to its 2002 acquisition it was known as Powergen.
4) Npower: Npower provides energy to around 5 million homes. Having begun life as Innogy, it was purchased by German RWE in 2002.
5) Scottish Power: Scottish Power also has around 5 million residential customers. It was acquired by Spanish-based Iberdrola in 2006.
6) SSE: SSE is the second-largest energy supplier with almost 9 million customers. It’s a Scottish-registered company trading on the London Stock Exchange and a major hydro and wind energy producer.
British energy suppliers jump on Tory manifesto relief
Although the FTSE 100 has suffered hefty losses so far today, British energy suppliers have jumped this afternoon after the Conservative Party’s manifesto pledge to cap household energy tariffs eased fears about the severity of the caps, which had plagued the sector in recent weeks.
Analyst Deepa Venkateswaran, of Bernstein, said: “The manifesto wording was vague as expected but hints that the impact for the industry may be much less than we feared.”
British Gas owner Centrica has suffered its sharpest share price plunge in 20 years after the “Big Six” energy provider issued a profit warning and 823,000 customers deserted the FTSE 100 firm in the aftermath of its recent price hike.
The firm is marooned at the bottom of the FTSE 100 after plunging as much as 18pc and shedding £1.6bn of its value as shares slipped to their lowest level since 1999.