Bluefield Solar Income Fund - Update from QuotedData
5th November 2024
Compelling Opportunity
Despite its resilient business model, record of high dividends, and deep development pipeline (with an extensive list of upcoming projects), investors have continued to overlook the Bluefield Solar Income Fund (BSIF). This appears to be related to the negative sentiment surrounding the renewable energy sector.
Positively, despite the troubles of the broader sector, we see a clear path for the company's discount to return to its historic premium. The new partnership with GLIL provides an avenue for the ongoing development of its impressive pipeline, while the recent sale of a 112MW portfolio of operating solar assets at NAV further highlights the irrational discount.
The improving economic outlook and falling interest rates provide another catalyst, as will the new government's recently announced plans to decarbonise the electricity system as part of the Clean Power 2030 mission. As manager James Armstrong commented, in his 18 years of experience in renewables, he has never seen such a positive regulatory outlook.
Given the ongoing execution of the trust, and the efforts of the advisory team to ensure the long-term health of its portfolio, investors should remain confident that BSIF's fortunes will improve.
Full Research:
https://quoteddata.com/research/bluefield-solar-income-fund-compelling-opportunity-qd/
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NB: Marten & Co was paid to produce this note on Bluefield Solar Income Fund Limited, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.
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