Added to YB: 2026-01-06
Pitch date: 2025-12-30
BSIF.L [bullish]
Bluefield Solar Income Fund Limited
+1.31%
current return
Author Info
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Company Info
Bluefield Solar Income Fund Ltd. is a close ended balanced mutual fund launched by Numis Securities Limited.
Market Cap
GBP 414.5M
Pitch Price
GBP 0.69
Price Target
1.06 (+52%)
Dividend
12.71%
EV/EBITDA
N/A
P/E
-14.62
EV/Sales
-15.95
Sector
Capital Markets
Category
special_situation
A new #17 of the picks - Strewth Bluey!
BSIF.L: UK solar/wind fund trading 40% below NAV (68.6p vs £675m assets), 13.1% dividend yield. Up for sale - buyers value sum of parts above NAV. Hidden value in 180MW consented pipeline worth ~£150m if built. Gov't subsidy risk from RPI→CPI switch could cut NAV 2-8%. One-way bet.
Read full article (7 min)