Nov 5 2026
Energy transition
Recent Research
Greencoat Renewables, Modest rise in Q3 NAV
Nov 5 2026
Greencoat UK Wind, Well positioned for H2 2026
Aug 13 2026
TRIG plc, H1 performance as expected
Aug 7 2026
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TRIG plc
Q3 NAV stable
TRIG’s Q3 net asset value (NAV) was broadly stable, with higher power price forecasts and portfolio performance offset by higher discount rates. The FY26 dividend target aremains...
Greencoat Renewables
Modest rise in Q3 NAV
Against a seasonally weak quarter for wind generation, Greencoat Renewables’ (GRP) Q3 net asset value (NAV) was broadly stable, with higher power prices offsetting below-budget...
Greencoat UK Wind
Power prices underpin positive Q3 NAV update
In what is typically a seasonally weaker quarter for output, Greencoat UK Wind (UKW) delivered a positive Q3 net asset value (NAV) update. Supportive power prices drove an 81%...
Greencoat UK Wind
Capital Markets Event: new levers in UK Wind
Greencoat UK Wind's (UKW) Capital Markets Event (CME) provided greater detail on how management intends to deploy capital over the coming years. While the opportunity set has...
Greencoat Renewables
H1 results confirmed; focus shifts to future value creation
Greencoat Renewables' (GRP) interim results presentation, published ahead of its 09.00 UK/Ire analyst call, provides additional context on several themes outlined in the July Q2 net asset...
Greencoat UK Wind
Well positioned for H2 2026
We have long viewed Greencoat UK Wind (UKW) as one of the higher quality operators in the listed renewables space. As a sector pioneer, it has consistently been at the forefront of...
TRIG plc
H1 performance as expected
Following TRIG's Q2 net asset value (NAV) update last week, there are few surprises in today's H1 results. The combination of solid cash generation, improving dividend cover and a...
Greencoat UK Wind
Solid H1, underpinned by strong cash generation
Greencoat UK Wind (UKW) has delivered a strong H1 performance. While net asset value (NAV) was broadly unchanged in Q2, the key takeaway is management's confidence that both EBITDA...
Greencoat Renewables
Q2 NAV declines; underlying performance remains resilient
Beneath the softer Q2 net asset value (NAV) print, the underlying operational performance of Greencoat Renewables (GRP) in Q2 remains encouraging. Despite portfolio production running...
TRIG plc
Capital recycling progress confirmed
TRIG’s agreement to dispose of its 17.5% stake in the Beatrice offshore wind farm for c.£155m marks tangible progress towards its capital realisation and deleveraging targets....
