NextEnergy Solar Fund Ltd · LSE:NESF
NextEnergy Solar Fund — ESG Presentation (November 2021)
33 slides from NextEnergy Solar Fund's sustainability presentation, November 2021
Slide 1: NextEnergy Solar Fund (NESF)
“NESF” NextEnergy Solar Fund
Slide 2: Presented by NextEnergy Capital Group
Presented by NextEnergy Capital Group • • • • • • • • • •
Slide 3: Introduction & NESF Portfolio
Bowden: 5MW Somerset Introduction & NESF Portfolio
Slide 4: Introduction to NextEnergy Capital Group
Introduction to NextEnergy Capital Group • • • • • • • • • • • • • • • • • • • • • • • •
Slide 5: Introduction to NextEnergy Solar Fund (NESF)
Introduction to NextEnergy Solar Fund (“NESF”) NAV £580m GAV £1,058m NAV/share 98.7p
Slide 6: NESF has a diversified, green portfolio
NESF has a diversified, green portfolio Green impact data – track record 99 Megawatt Capacity = NESF Operating Asset
Slide 7: The Importance of ESG in Solar
Bay Farm: 8.1MW Suffolk The Importance of ESG in Solar
Slide 8: What does ESG mean to us?
What does ESG mean to us? • NESF green credentials • 195,000 317,600 738 GWh • •
Slide 9: Clean, green energy and so much more…
Clean, green energy and so much more… Service provider and end user • Revenue streams Government Corporate Subsidy free Subsidy PPAs • •
Slide 10: The growing global need for solar
The growing global need for solar Predicted global solar capacity growth, 2019 and 2050 Renewables predicted to be main energy source in future 832GW 7,749GW 2019 2050 Global installed capacity mix, 2019 and 2050 What will drive this demand? • Immediate need to address global climate change • Increa
Slide 11: Where solar is today & why this positive for the environment
Where solar is today & why this positive for the environment Map of Solar Irradiation(1) Volatility of Solar Irradiation Solar PV Module Spot Price Evolution(5) (W/m2) ($/W) Abundant Energy Source Proven and Stable Technology Continuous Cost Reduction • • • • • • • • •
Slide 12: Environment
Emberton: 9MW Buckinghamshire Environment
Slide 13: The potential of the “E” in solar
The potential of the “E” in solar Biodiversity, community and educational integration once built • 8 • • • 30 • • NESF key environmental drivers Nature Is Under Threat Increase Biodiversity Net Gain Minimising Asset Opex
Slide 14: Enhancing the “E”: Solar biodiversity benefits
Enhancing the “E”: Solar biodiversity benefits • Boxted Airfield - Exemplar case study • • • 500% 300% 85% Langenhoe - Exemplar case study • •
Slide 15: Case studies: Beehives and Chamomile
Case study 1 - Beehives • • • • • Case study 2 - Chamomile • • •
Slide 16: Case study 3 - Scientific Research
Case study 3 - Scientific Research • • • • • • • •
Slide 17: Social
Bay Farm: 8.1MW Suffolk Social
Slide 18: Moving past the “E” to the “S”: Education & Community
Moving past the “E” to the “S”: Education & Community FY2020/21 Social Results £113k • 7 • £800k •
Slide 19: Case study 4 - Educational Activities
Case study 4 - Educational Activities • • •
Slide 20: Case study 4 - Stakeholder Engagement
Case study 4 - Stakeholder Engagement • • • • •
Slide 21: Community Engagement
Community Engagement NESF Exemplar Sites • NESF carries out annual ecological surveys within the Exemplar portfolio. These surveys were being conducted by Wychwood alongside trainee ecologists so that they could gain fieldwork exposure and learn how to perform ecological surveys on • NESF assets. O&
Slide 22: The NextEnergy Foundation and Selected Projects
The NextEnergy Foundation and Selected Projects • USA UNITED KINGDOM ITALY SYRIA INDIA JORDAN AFGHANISTAN • PAKHISTAN • NEPAL SIERRA LEONE RWANDA ETHIOPIA COLOMBIA GHANA • KENYA PERU NIGERIA UGANDA ZAMBIA THE ANDES TANZANIA ZIMBABWE MALAWI
Slide 23: Governance
Stalbridge solar farm: 5MW Dorset Governance
Slide 24: Governance: NESF Board of Directors
Governance: NESF Board of Directors KEVIN LYON PATRICK FIRTH JO PEACEGOOD VIC HOLMES Kevin has over 30 years of Patrick has almost 30 Jo has over 20 years of Vic has been involved in the experience in fund years' experience advising experience in the financial services industry management, investmen
Slide 25: Governance: NEC Group – NESF Investment Committee
Governance: NEC Group – NESF Investment Committee MICHAEL BONTE- ALDO FRIEDHEIM GIULIA GUIDI ROSS GRIER BEOLCHINI Michael is Founding Partner Giulia is the Head of Ross is the UK Managing Aldo is Managing Partner and Group CEO of Environmental, Social and Director of NextEnergy and Chief Investment
Slide 26: ESG Investment Process
Langenhoe: 21MW Essex ESG Investment Process
Slide 27: How we control ESG investing
How we control ESG investing ESG integration into the solar investment process • • •
Slide 28: NESF investment case and Q&A
GuERNSE® NESF investment case and Q&A ® Large diversified portfolio %, ae Active asset and portfolio outperformance ca Focus on managing operating costs 6?) Attractive dividend Ss Additional biodiversity benefits 13 Impact investment that provides positive benefits to the local community as well as
Slide 29: Appendix
Forest Farm: 3MW Hampshire NextEnergy Solar Farm Appendix
Slide 30: NEC’s mission and sustainability framework
NEC’s mission and sustainability framework • • • • •
Slide 31: Energy market jargon buster
Energy market jargon buster PPA PV MW MWh GW RO ROC OFGEM FIT
Slide 32: NEC sustainable investment: policy & commitments
NEC sustainable investment: policy & commitments • • Publicly available • leadership groups SDFR best practice • • Principles and Commitments • • abide by • them climate change • TCFD biodiversity human rights • Integration
Slide 33: Disclaimer
Disclaimer This document is issued by Next Energy Capital Limited (“NEC”), which is authorised and regulated by the UK Financial Conduct Authority (“FCA”) with registered number 471192. The contents of this document are strictly private and confidential and accordingly may not be published, reproduc
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