Allow me to talk to myself a little here. This fund states that it will spend at least 75% of capital on PV generation assets installed in the U.K. Will someone help me understand how this could ever be a viable business. How would this compare to say, Wind-Power (offshore especially) or perhaps future SMR reactors? I don't see how the U.K., which is deprived of sunlight from November thru February, can usefully deploy Solar Power.
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how can this be trading at 101 when the NAV is 108, inflation is high, energy prices are high and good prospects for a continuation of a 7% dividend yield. am I missing something?
This fund states that it will spend at least 75% of capital on PV generation assets installed in the U.K.
Will someone help me understand how this could ever be a viable business. How would this compare to say, Wind-Power (offshore especially) or perhaps future SMR reactors? I don't see how the U.K., which is deprived of sunlight from November thru February, can usefully deploy Solar Power.