Dividend hunting in the Renweables/Intrastructure sectors

[Gerry557]

At least things will be written in stone.

[vand]

Anyone think we're seeing the shoots of recovery? My solar funds are well off their lows and have been amongst my best performers so far this year...

[funduffer]

Anyone think we're seeing the shoots of recovery? My solar funds are well off their lows and have been amongst my best performers so far this year...

I hold NESF and UKW. Both share prices are subdued, but the dividends keep rolling in and more or less keeping up with inflation. I understand the share prices fell when interest rates rose, so now they are declining, maybe they will recover?

My best solar investment has been the panels on my roof. I have had them nearly 5 years, and the SEG rates have increased 3-fold, so the money is rolling in. Last month they more than offset my electricity bill. The panels should pay back in another 3 years, and if I project forward assuming current SEG rates and electricity prices, the investment will return an IRR of >10% by 2035.

FD

[BullDog]

Solar farm operators like NESF are probably coining it in over the last few weeks of nothing but sunny and dry weather across the UK. Share prices remain pretty dire and I'm not sure that's going to change much short to medium term?

[vand]

Solar farm operators like NESF are probably coining it in over the last few weeks of nothing but sunny and dry weather across the UK. Share prices remain pretty dire and I'm not sure that's going to change much short to medium term?

Yeah.. Last year we had the worst irradiation levels in a decade, which didn't help these funds while they were under pressure, but it can't have gone unnoticed that this year the weather has been absolutely glorious, and I'd expect the solar funds to be well above their targets.

Personally I'm OK with the current share prices which are delivering 10-12% yields - I just don't want them falling any further, as >12% begins to feel uncomfortably high enough to fail the sniff test.