RE: NAV Reduction17 Apr 2026 12:58
Hi Trek, just to flag — the TRIG RNS just out tells a rather different story from your earlier analysis. NAV impact estimated at only 0.5p vs UKW's 3-5p, largely because their three power price forecasters had already assumed CPS reduction or full removal in their curves, and only 14% of revenues over the next 10 years are exposed to GB power prices. Might be worth revisiting before deciding whether to get back in — and at what price