Foresight Solar Fund - FSFL

Agreed although it depends on how much each trust fixed. See Greencoat’s curve which shows they negotiated only a couple years at prices lower than FSFL:

Depending on the price the government agrees there could be a net benefit to some like UKW (not to mention greater revenue consistency), although probably an initial NAV hit given discount factor. I think at least £60/MWh is likely. I’d say roughly anything above £80MWh would be a long-term win.

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