Jun 24 2024
Energy transition
Recent Research
Greencoat Renewables, A differentiated approach
May 13 2024
TRIG plc, Q1 performance as expected
May 2 2024
Meet your Energy transition Research team
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...
TRIG plc
Leading operator but superior returns available elsewhere
TRIG’s financial performance has been impacted by the more challenging recent macro-economic backdrop. Its near-term returns outlook remains subdued, although the longer-term...
Greencoat UK Wind
2023 results highlight steady through-cycle returns
Persisting interest rate uncertainty and a period of disappointing share price performance across the renewable infrastructure sector disguise another year of solid shareholder...
Greencoat UK Wind
Cash generation supports solid 2023 performance and returns outlook
Despite more challenging operating conditions, Greencoat UK Wind (UKW) delivered solid shareholder returns in 2023. Net asset value (NAV) declined by 3p/share. However, returns totalled...
