National Grid
Organization
National Grid plc is a British multinational electricity and gas utility headquartered in London. It owns and operates electricity and natural-gas transmission networks in Great Britain and operates transmission, electricity, and gas businesses serving customers in the northeastern United States.
What experts have said about National Grid
5 statements · 5 negative
National Grid is financially overstretched relative to its capital requirements.
“National Grid is clearly living beyond its means”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 5:38
National Grid’s dividend and capital-spending situation is likely to end disastrously.
“I think it's a complete train crash”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 6:50
National Grid is far behind the infrastructure curve needed for widespread electrification.
“Miles behind the curve on this”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 7:11
National Grid’s share price could be about 20% lower in ten years despite continued dividends.
“in 10 years' time, they'll look at the share price, it's probably going to be, I don't know, 20% down on where it was”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 8:28
National Grid has effectively funded dividends through borrowing.
“to all intents and purposes, dividends have been paid out of debt”
Open the episode · IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment IdeasListen at 9:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
5 episodes featuring National Grid
Claude AI Daily
AI growth turns power and data centers into strategic bottlenecks
The episode connects AI’s expansion to the harder question of whether chips, memory, servers, and electricity can scale together.
Sep 16, 2026 · 13 min
UK Small/Mid Caps with Paul Scott
Paul Scott plans a remote return to Malta
The episode offers a personal glimpse into how Scott plans to balance remote work with warmer weather and renewed investing connections.
May 15, 2026 · 36 min
Investor's Champion Podcast
Dividend yields demand stronger scrutiny than headline returns
The episode explains how income investors can distinguish durable dividends from attractive-looking payouts undermined by weak businesses, debt, or poor acquisitions.
Oct 19, 2024 · 27 min
Investor's Champion Podcast
UK small caps face AI disruption and infrastructure opportunity
The episode tests whether disciplined UK businesses can keep compounding as AI, electrification and executive incentives reshape investment decisions.
Jun 15, 2024 · 36 min
Investor's Champion Podcast
Investors weigh dividends, valuations and overlooked UK stocks
The episode tests whether income demands, market narratives and business quality are creating genuine opportunities or masking material risks.
Jun 8, 2024 · 34 min