MED MAST.L Initiation Lights On Engines Revving 15072025
Mast Energy Developments plc (MAST.L, LSE Standard List) is a flexible power generation plant owner, developer and operator targeting >300 MW of new, grid critical, generation for the UK flexible power market by 2030. We value the first 150 MW. MAST’s refocused cash‑first, modular scale‑up strategy has monetised Pyebridge, is de‑risking Hindlip (£5m Powertree JV) and locking‑in attractively priced high‑visibility Capacity‑Market (CM) cash flows. The UK power grid faces a 10‑12 GW flexibility gap by 2030 as wind‑and‑solar (intermittent generation) penetration accelerates. Small‑scale, fast‑ramping gas power plants, convertible to H2 feedstock, are the lowest‑cost and lowest carbon emitting solution available at scale, they complement BESS (battery) flexible power and contribute critically to grid stability (BESS cannot).
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