Report
James Carthew ...
  • Richard Williams

JLEN Environmental Assets

JLEN Environmental Assets (JLEN) and the wider renewable energy sector have seen discounts widen as investor sentiment has appeared to waver in the face of higher interest rates.

Undeterred, JLEN’s managers are focusing their efforts on laying what they hope to be the foundations for future NAV growth, with investments in green hydrogen, for example. This is a sector that is slated to grow 500 times by 2050, requiring $5trn of infrastructure investment. JLEN has around 10% of its portfolio in assets under construction or development, including two green hydrogen projects in Germany. As they reach maturity, such projects can act as a catalyst for capital growth, the managers say. Priority funding rights on further green hydrogen schemes could be valuable.
Underlying
JLEN Environmental Assets Group

John Laing Environmental Assets Group is a closed ended investment company. Co. is an environmental infrastructure investment fund which aims to provide shareholders with a sustainable dividend, paid quarterly, that increases in line with inflation, and to preserve the capital value of its portfolio on a real basis over the long term through the reinvestment of cash flows not required for the payment of dividends. Co. invests in a portfolio of environmental infrastructure projects that have the benefit of long term, predictable, wholly or partially inflation-linked cash flows supported by long-term contracts or stable regulatory frameworks.

Provider
QuotedData Retail
QuotedData Retail

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Analysts
James Carthew

Richard Williams

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