Nextenergy Solar Share Discussion Threads

[ppceh] 04/2/2025 17:08

Any views on how NESF compares to Bluefield Solar? NESF higher yielding but Bluefield more solid?

[yump] 04/2/2025 16:54

If you say so.

[wskill] 04/2/2025 11:26

Yes thats a problem for the powers that be with miliband in charge lord knows what will happen nothing good I believe great british energy madness is all I can say giving that twit millions to waste, But my problem is the 8.4p dividend will it continue and all things being equal I think it will at a 12.9% yield looking decent value at todays price.

[meanreverter] 31/1/2025 16:21

Renewables have their place, but wind and solar are not productive when the weather is calm and cloudy for extended periods, beyond the practical capacity of batteries. Modern combined-cycle gas turbines are very efficient and cheap to run when gas supply is abundant. However, their embedded capital is wasted if they are forced to idle for much of the time because the grid is swamped with production from government-boosted wind and solar schemes. The combined government action of throttling gas supply and supporting the build of renewables makes gas-fuelled power a poor investment.

The net effect of “green” policies is to make power supplies ever more precarious.

[tag57] 31/1/2025 14:53

Nickel, yep but if they withdraw new subsidy rounds the investment in renewables will soon dry up.
Just look at the last round of offshore wind when the subsidies issued were not high enough. Not one bid received.

[nickrl] 31/1/2025 14:27

Subsides will progressively fall away as the ROCs or CfDs come to the end of each sites agreement.

[tag57] 31/1/2025 14:12

It would be interesting to see the effect of subsidies being withdrawn

[masurenguy] 31/1/2025 13:24

Renewable costs have fallen faster than ultra-optimists dared to think possible. They already undercut coal and gas plants on pure price and a 24/7 basis in areas holding 80% of mankind, even in the fracking fiefdom of Texas. “We’re seeing a stampede into solar plus batteries. Together they are the killer app of the clean energy age,” said Lord Turner, head of Energy Transitions Commission, which includes China, India and the global South, as well as the West. More than $2 trillion a year now goes into renewable capex, and just $1 trillion into the last hurrah of the hydrocarbon industry. That has little to do with climate policy. The money is chasing profit. Trump cannot save his beautiful fossilised world, however hard he tries. It is too late, even in America. The “green scam” has already beaten him.
Ambrose Evans-Pritchard, Daily Telegraph, 31 January 2025

[panshanger1] 30/1/2025 16:04

Still l wish this was my entry point

[skinny] 30/1/2025 14:21

And often do.....

[williamcooper104] 30/1/2025 14:17

Shares can both fall and fall further :)

[its the oxman] 30/1/2025 14:13

Bought my first solar holding today. Planning to add if downward trend is over. Got to be close to the bottom now, surely.

[craffert] 30/1/2025 09:19

The renewables industry actually needs oil...try manufacturing solar panels or wind turbine blades with no rust-proof plastic components, and see how long a turbine gearbox lasts without regular greasing.

[sleveen] 23/1/2025 17:00

Add pharmaceuticals too.

[tag57] 23/1/2025 13:50

CC2014 - everything would suggest he doesn't have a clue. He is just putting ideology about everything else.

[cc2014] 23/1/2025 10:28

I wonder if Milliband realises plastics and the petrochemicals industry are dependent on oil?

[nickrl] 23/1/2025 09:36

@Specto Its Norway that has an issue with i/c's drive up costs because they've gone to zonal pricing and all the i/c's are connected into one zone it pulls up the price in that zone. As a result Norway has blocked anymore i/c's with other countries. In the UK suppliers and generators can source cheaper leccy through the interconnectors most days as our gas generators pay a hefty carbon tax which makes them uncompetitive. Last few days with the wind drought across N.Europe then prices rise there and UK gas becomes economic.

[skinny] 23/1/2025 09:16

Yes - a picture speaks a thousand words.....

[chucko1] 23/1/2025 09:13

Is a modicum sufficient? Who the heck advises him? That said, I suspect he is not far from taking a big fall.

Remember the bacon sandwich, or worse, the Edstone? It's like something out of Veep.

[spectoacc] 23/1/2025 06:59

@chucko1 - I'd almost go the opposite. He's obviously got a modicum of academic ability, so how come he's so damned stupid? How can you square killing off the North Sea oil industry, with putting £18bn into unproven carbon capture? The former says (blatantly falsely) we won't need fossil fuels in the near future, the latter says we clearly do.

How is importing oil/gas from abroad, and paying pounds, and having it travel far further, better than our own already-built supply? Granted, it's a world market, but all the more reason to produce here.

It's inane - as is the rest of Labour - which makes knowing the future for ITs subject to govnt policy, diktat, and funding, somewhat tricky.

I still say it's in the price with the likes of NESF, but I'd have said that higher too.

[yump] 22/1/2025 23:30

Just think, if we’d gone into politics, we could all be in charge now and everything would be tickety-boo.

[cruelladeville] 22/1/2025 20:06

Well, I never. I had no idea Millipede actually passed an A level. To me, he just comes across as extremely thick and totally incapable of understanding anything beyond the extremely simple. Hence the decisions he makes. I can't really explain his apparent desire to carry out as much destruction to the UK economy as possible in his time in office.

[adam] 22/1/2025 18:36

Quite. The investment in unreliables should be matched with investment in PSH.

[kernelthread] 22/1/2025 18:16

You don't even need to know much science to realise that if you're thinking of replacing an essential service you better make sure the replacement is ready and working before you think about removing the old equipment.