We see NESF’s strategic reset as removing some of the dividend that the market poorly valued and putting it to work in creating new growth opportunities. In particular we see the addition of more storage as delivering more optionality across the electricity market pricing structure and removing what had been a locked-in exposure to low solar PV capture prices.
11 Mar 2026
NextEnergy Solar Fund - Rebalancing for Growth
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NextEnergy Solar Fund - Rebalancing for Growth
NextEnergy Solar Fund Ltd (NESF:LON) | 46.1 0.1 0.4% | Mkt Cap: 265.2m
- Published:
11 Mar 2026 -
Author:
Adam Forsyth -
Pages:
4 -
We see NESF’s strategic reset as removing some of the dividend that the market poorly valued and putting it to work in creating new growth opportunities. In particular we see the addition of more storage as delivering more optionality across the electricity market pricing structure and removing what had been a locked-in exposure to low solar PV capture prices.