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FGEN's Ed Mountney on dividend strength and portfolio value

FGEN's Ed Mountney on dividend strength and portfolio value

Update: 2025-12-02
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Foresight Environmental Infrastructure (LSE:FGEN) Investment Manager Ed Mountney talked with Proactive's Stephen Gunnion about the company’s ongoing performance, dividend strategy, and outlook for its diverse asset portfolio.

Mountney confirmed that FGEN remains on track to meet its full-year dividend target, reflecting a 12% yield. He attributed this to a decade-long record of strong cash flow performance and a portfolio diversified across wind, solar, and anaerobic digestion technologies.

“Our diversified asset base has delivered record cash flows for each of the past ten years,” Mountney said, highlighting a dividend cover of 1.22 times for the first six months of the year. He pointed to strong solar performance and resilient anaerobic digestion assets as key contributors, even as wind underperformed against expectations.

On narrowing the share price discount to NAV, he noted an independent strategic review had reaffirmed FGEN’s relevance and value. The focus remains on a mix of operational stability and capital growth, particularly from three growth assets: CNG Fuels, a UK-wide bio-CNG refuelling network; a cannabis-growing glasshouse in the UK; and a sustainable aquaculture facility in Norway.

Mountney also discussed regulatory challenges but said the company’s structure helps mitigate risk while keeping it positioned to take advantage of long-term environmental infrastructure trends.

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#ForesightGroup #InfrastructureInvestment #GreenEnergy #DividendStocks #CNGFuels #CannabisInvestment #Aquaculture #RenewableEnergy #ESGInvesting #ProactiveInvestors
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FGEN's Ed Mountney on dividend strength and portfolio value

FGEN's Ed Mountney on dividend strength and portfolio value

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