MED MAST.L Update Megawatt Momentum 3172025
Mast Energy Developments plc (MAST.L, ESCC Transition) 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. Our current value range is based only on the first 150 MW. Since our initiation MAST recently bought exclusive rights to five sub‑5 MW flexible‑generation sites from Green Light Energy (GLE). The transaction cost £50k (£2k per MW) – in a 50% cash and equity at £0.77 p/s deal raising MAST’s portfolio >2x to 48 MW. Each site has grid and gas access and planning precedent (planning attitude of the local authorities has been a key verification and diligence item). GLE upside comes from MAST shares, GLE is locked‑in for 6 months and the GLE/MAST framework is targeting a scalable 100 MW pipeline. Capex/MW likely reduced.
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