Research on NextEnergy Solar Fund Ltd (NESF:LON) from Longspur Clean Energy
We think the removal of the Carbon Price Support (CPS) tax from April 2028 will have minimal impact on NESF. While the fund has estimated a hit to NAV of 0.8p to 1.9p per share we think there are some mitigating factors. With a tightening power market and potentially higher UKA prices if linkage with the EU goes ahead, the impact could easily be partly or fully offset.
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