NextEnergy Solar Fund's (NESF) interim results demonstrate a period of substantial expansion and NAV progression assisted by elevated pricing, inflation, asset growth and higher operating performance. As further support for the fund, we see the recently announced Electricity Generator Levy as having minimal impact. We also believe NESF's continued expansion into battery storage to be NAV accretive with revenue diversification benefits.
21 Nov 2022
Cenkos: NextEnergy Solar Fund - Shining via pricing and inflation
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Cenkos: NextEnergy Solar Fund - Shining via pricing and inflation
- Published:
21 Nov 2022 -
Author:
Cavendish Research -
Pages:
11
NextEnergy Solar Fund's (NESF) interim results demonstrate a period of substantial expansion and NAV progression assisted by elevated pricing, inflation, asset growth and higher operating performance. As further support for the fund, we see the recently announced Electricity Generator Levy as having minimal impact. We also believe NESF's continued expansion into battery storage to be NAV accretive with revenue diversification benefits.