RE: RBC rating31 Oct 2025 13:33
✅ Clean bottom line
The forum poster is right about the sector as a whole —
BUT he is lumping UKW in with solar funds, battery funds, and infra credit funds that behave differently.
UKW is the most resilient one in the group because:
✅ less merchant exposure
✅ more inflation linkage
✅ simpler assets
✅ operational, not developmental
✅ no borrower default risk
✅ lower NAV volatility
✅ self-funding cashflows
✅ no need for capital raises
✅ better-diversified wind resource
✅ longer-term contracts