Jul 25 2024
Energy transition
Recent Research
Greencoat UK Wind, H1 results
Jul 24 2024
Greencoat Renewables, A differentiated approach
May 13 2024
Meet your Energy transition Research team
Greencoat Renewables
Continued strong delivery in Q2
While its peers’ portfolio valuations have been in ‘reset mode’ of late following stronger-than-expected net asset value (NAV) growth in 2021 and 2022, Greencoat Renewables...
Greencoat UK Wind
H1 results
Greencoat UK Wind’s (UKW) NAV is virtually unchanged in Q2 2024 at 159.3p/share (160.0p/share at the end of Q1 2024). Power generation was 15% behind budget, which resulted in lower...
Corre Energy
Announces battery joint venture at its ZW1 site
The announcement that Corre Energy has formed a joint venture (JV) with SemperPower to develop a battery storage asset at its Zuidwending (ZW1) site underlines the strategic value...
Corre Energy
Chair to stand down at upcoming AGM
Alongside the decision of its current Chair to stand down from his role at the time of its upcoming AGM (Wednesday June 26th), Corre Energy has announced that a planned transition of...
Corre Energy
To raise >€2m via subscription agreement and follow-on placing
Consistent with recent comments that it would engage with shareholders in relation to the further funding of its short-term working capital requirements through the completion of its...
Corre Energy
Update on short-term funding position alongside FY23 results
Alongside the publication of its FY23 results, Corre Energy has announced that Corre Energy Group Holdings, its majority shareholder, has recently injected capital into the business by...
Greencoat Renewables
A differentiated approach
The listed renewable infrastructure sector has entered a new phase. We expect the less favourable macroeconomic environment to drive a divergence in prospects across the sector,...
Greencoat UK Wind
Capital Markets Day highlights relevancy of existing model in changed environment
Greencoat UK Wind’s (UKW) capital markets event highlighted the continued relevancy of its existing model despite the much changed economic and capital markets backdrop. We share its...
TRIG plc
Disposal of another asset at premium to NAV
The sale by TRIG of another asset is consistent with its recently stated strategy to use disposal proceeds to reduce leverage and invest in higher returning opportunities....
Greencoat Renewables
Evidence of an enhanced investment opportunity
Greencoat Renewables’ results presentation (document just published; call at 10:00 UK/Ire time) highlights how the strong medium-term cash generation potential of its portfolio is...
