Bluefield Solar Income Fund (LSE:BSIF) has a clear path for its share price discount to return to its historic premium, according to equity research group Quoted Data.
A new partnership with GLIL Infrastructure provides an avenue for the ongoing development of its impressive pipeline, while the recent sale of a 112MW portfolio of operating solar assets at asset value 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.
Manager James Armstrong has said that 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,” said Quoted Data.