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More on NextEnergy Solar Fund
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 103.0p, 5.5 per cent of JIC Portfolio (5.0 per cent...
John Rosier
May 12, 20232 min read
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NextEnergy Solar Fund - inflation-busting 11% increase in the dividend
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 104.0p, 5.5 per cent of JIC Portfolio (5.0 per cent...
John Rosier
May 12, 20233 min read
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NextEnergy Solar Fund - Capital management
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 106.8p, 5.3 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Apr 27, 20233 min read
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Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases
#jicportfoliotrade
John Rosier
Mar 2, 20232 min read
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Next Energy Solar Fund - Q3 (ending 31st December 2022) update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £645m, 108.6p, 2.4% of JIC Portfolio (2.5% target) and 4.9%...
John Rosier
Feb 21, 20233 min read
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Thumbnail review of each position part IV - stocks 16-22
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £488m, 128p, 2.8 per cent of JIC Portfolio, (Medium Risk/High Reward,...
John Rosier
Jan 27, 20235 min read
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JIC Portfolio Trade - Next Energy Solar Fund reduced to 2.5%
#jicportfoliotrade
John Rosier
Jan 13, 20231 min read
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NextEnergy Solar Fund - Interim results including a nice jump in NAV
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £655m, 112.75, 5.1% of JIC Portfolio (5.0% target) and 5.3%...
John Rosier
Nov 21, 20225 min read
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Today's dividends and BlackRock World Mining update
NextEnergy Solar Fund goes ex-dividend 1.88p per share today, payable on 30th December. Yesterday, BlackRock World Mining announced that...
John Rosier
Nov 17, 20221 min read
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Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade
John Rosier
Nov 10, 20221 min read
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Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%
#jicportfoliotrade
John Rosier
Nov 2, 20221 min read
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NextEnergy Solar Fund adds more battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £638m, 108p, 8.1% of JIC Portfolio (7.5% target) and 9.4% of...
John Rosier
Oct 31, 20223 min read
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Comment on renewable energy generators - difficult without detail from the government
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 97p, 7.4% of JIC Portfolio (7.5% target) and 8.9% of...
John Rosier
Oct 12, 20222 min read
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Bank of England re-starts QE - good for my gilt purchase and for infrastructure funds such as NESF
UK Treasury 0.625 per cent 22/10/2050 (TG50) 6.0 per cent of Funds’ Portfolio. The Treasury has agreed to indemnify the Bank of England...
John Rosier
Sep 28, 20221 min read
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NextEnergy Solar Fund - Battery storage partnership
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £700m, 118.5p, 8.2% of JIC Portfolio (7.5% target) and 10.2%...
John Rosier
Sep 12, 20223 min read
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NextEnergy Solar Fund - Making Hay...
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £700m, 118p, 8.0% of JIC Portfolio and 9.9% of JIC Funds...
John Rosier
Aug 22, 20225 min read
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Next Energy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £642m, 110p, 8.0% of JIC Portfolio and 8.0% of JIC Funds...
John Rosier
Jun 27, 20221 min read
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Thumbnail thoughts on each holding - Part I - Holdings 1-5
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1240m, 670p, 9.6% of JIC Portfolio (target 7.5%) and 13.4% of JIC...
John Rosier
May 11, 20224 min read
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NextEnergy Solar Fund - Quarterly update - big uplift to NAV
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £670m, 113.8p, 8.3% of JIC Portfolio and 8.1% of JIC Funds...
John Rosier
May 11, 20224 min read
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Added to NextEnergy Solar Fund in both portfolios
#jicportfoliotrade #fundsportfoliotrade
John Rosier
Apr 26, 20221 min read
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