Research on NextEnergy Solar Fund Ltd (NESF:LON) from Longspur Clean Energy
NESF’s full year results and annual report confirm the Q4 update earlier this month and come as the company starts to deliver on its major strategic reset focused on long-term total returns. The full year operational results show above budget generation and while there are policy headwinds these are now largely factored in and we see possible upside in the outturn level of the Carbon Price Support removal and the new wholesale contracts for difference.
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