reports
Edison issues report on Gresham House Energy Storage Fund (GRID)
Edison Investment Research Limited Edison issues report on Gresham House Energy Storage Fund (GRID) 02-Oct-2024 / 13:36 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 2 October 2024 Edison issues report on Gresham House Energy Storage Fund (GRID) Edison issues report on Gresham House Energy Storage Fund (LSE: GRID) Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. The sector had a tough start to the year, due to a deterioration in revenue conditions, but G...
- Pedro Fonseca
Gresham House Energy Storage Fund - Rising revenues and big plans for ...
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. The sector had a tough start to the year, due to a deterioration in revenue conditions, but GRID’s efforts to stabilise revenues and increase capacity are paying off. The manager, Ben Guest, is looking forward to a significant improvement in revenue in 2025, underpinned by a large, contracted earnings base, and plans for new pipeline projects, further augmentations to GRID’s ...
Edison issues report on Gresham House Energy Storage Fund (GRID)
Edison Investment Research Limited Edison issues report on Gresham House Energy Storage Fund (GRID) 09-Sep-2024 / 15:53 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 9 September 2024 Edison issues report on Gresham House Energy Storage Fund (GRID) Edison issues report on Gresham House Energy Storage Fund (LSE: GRID) Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). The BESS sector has faced challenges over the past year due to unexpected revenue d...
- Pedro Fonseca
Gresham House Energy Storage Fund - Revenue recovery to provide base f...
Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). The BESS sector has faced challenges over the past year due to unexpected revenue declines and the slower-than-expected utilisation of BESS by the UK’s Electricity System Operator (see our February note). This has adversely impacted GRID’s NAV and share price, which is currently trading at a 50% discount to its latest published NAV. However, a H124 trading update rele...
Edison issues update on Gresham House Energy Storage Fund (GRID): Focu...
Edison Investment Research Limited Edison issues update on Gresham House Energy Storage Fund (GRID): Focused on revenues and project completions 20-May-2024 / 08:50 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 20 Mai 2024 Edison issues update on Gresham House Energy Storage Fund (GRID): Focused on revenues and project completions Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. GRID and its peers saw sharp share price falls in H223 and early 2024, due mos...
- Pedro Fonseca
Gresham House Energy Storage Fund - Focused on revenues and project co...
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. GRID and its peers saw sharp share price falls in H223 and early 2024, due mostly to an unexpected decline in revenues and the slower-than-expected utilisation of BESS by the UK’s Electricity System Operator (see our last note). In response to these events, GRID’s manager, Ben Guest, and its board have refocused the company’s use of capital and are now concentrating on maximi...
Edison issues flash on Gresham House Energy Storage Fund (GRID): Respo...
Edison Investment Research Limited Edison issues flash on Gresham House Energy Storage Fund (GRID): Responding to challenging times 05-Feb-2024 / 11:40 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 5 February 2024 Edison issues flash on Gresham House Energy Storage Fund (GRID): Responding to challenging times Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). A recent sharp decline in gas prices, a ‘disappointing’ start to the Energy System Operator’...
- Pedro Fonseca
Gresham House Energy Storage Fund - Responding to challenging times
Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). A recent sharp decline in gas prices, a ‘disappointing’ start to the Energy System Operator’s (ESO’s) new energy trading platform and systemic delays connecting completed projects to the national grid have raised concerns about the revenue generating capacity of the BESS sector. This has placed significant downward pressure on the share prices of GRID and others in th...
- Nigel Hawkins
Hardman & Co Insight: 2023 was an annus horribilis for Quoted UK Infra...
The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs): the stocks analysed are all members of the Association of Investment Companies (AIC). We are updating our publication of January 2023, assessing both the lacklustre share price performances during 2023 and the key issues, including interest rates, inflation and power prices. As a 31-strong group, its combined market capitalisation is no...
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
NESF NEXTENERGY SOLAR FUND
BSIF BLUEFIELD SOLAR INCOME FUND
JLEN JLEN ENVIRONMENTAL ASSETS GROUP
BBGI BBGI GLOBAL INFRASTRUCTURE
GSF GORE STREET ENERGY STORAGE FUND
HICL HICL INFRASTRUCTURE PLC
3IN 3I INFRASTRUCTURE PLC
AERS AQUILA EUROPEAN RENEWABLES INCOME FUND
GRP GREENCOAT RENEWABLES
GRID GRESHAM HOUSE ENERGY STORAGE FUND
SEQI SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND
USFP US SOLAR FUND
ORIT OCTOPUS RENEWABLES INFRASTRUCTURE TRUST
RNEP ECOFIN US RENEWABLES INFRASTRUCTURE TRUST
CORD CORDIANT DIGITAL INFRASTRUCTURE
GSEO VH GLOBAL SUSTAINABLE ENERGY OPPORTUNITIES
DORE DOWNING RENEWABLES & INFRA TST PLC
HGEN HYDROGENONE CAPITAL GROWTH PLC
AEET AQUILA ENERGY EFFICIENCY TRUST PLC
TEEC TRIPLE POINT ENRGY EFF INFRS CO PLC
HEIT HARMONY ENERGY INCOME TRUST PLC
PINT PANTHEON INFRASTRUCTURE PLC
ROOF ATRATO ONSITE ENERGY PLC
DGI9 DIGITAL 9 INFRASTRUCTURE PLC
SEIT SEEIT
FSFLL FORESIGHT SOLAR
INPP INPP
AEIT ASIAN ENERGY IMPACT TRUST
- Brian Moretta
- Mark Thomas
- Martin Hall
- Nigel Hawkins
The Hardman & Co Monthly: August 2023
Feature article: UK interest rates and “risk-free” gilts at their peak? Infrastructure stocks struggle Executive summary Infrastructure/Renewable Energy Funds ► The share price performances of the nine Infrastructure Investment Companies (IICs) and of the 22 Renewable Energy Infrastructure Funds (REIFs) have been dire over the past year. Undoubtedly, the sharp rise in interest rates has presented the sector with serious challenges, especially since the yield on “risk-free” 10-year gilts has r...
AVO ADVANCED ONCOTHERAPY
CLIG CITY OF LONDON INVESTMENT GROUP
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
RECI REAL ESTATE CREDIT INVESTMENTS
PIN PANTHEON INTERNATIONAL
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
HAT H&T GROUP
UKW GREENCOAT UK WIND PLC
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
APAX APAX GLOBAL ALPHA
3IN 3I INFRASTRUCTURE PLC
ICGT ICG ENTERPRISE TRUST
NESF NEXTENERGY SOLAR FUND
BSIF BLUEFIELD SOLAR INCOME FUND
JLEN JLEN ENVIRONMENTAL ASSETS GROUP
BBGI BBGI GLOBAL INFRASTRUCTURE
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
GSF GORE STREET ENERGY STORAGE FUND
HICL HICL INFRASTRUCTURE PLC
AERS AQUILA EUROPEAN RENEWABLES INCOME FUND
GRP GREENCOAT RENEWABLES
GRID GRESHAM HOUSE ENERGY STORAGE FUND
SEQI SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND
USFP US SOLAR FUND
ONEM 1LIFE HEALTHCARE
RNEP ECOFIN US RENEWABLES INFRASTRUCTURE TRUST
CORD CORDIANT DIGITAL INFRASTRUCTURE
DORE DOWNING RENEWABLES & INFRA TST PLC
HGEN HYDROGENONE CAPITAL GROWTH PLC
TEEC TRIPLE POINT ENRGY EFF INFRS CO PLC
HEIT HARMONY ENERGY INCOME TRUST PLC
PINT PANTHEON INFRASTRUCTURE PLC
ROOF ATRATO ONSITE ENERGY PLC
DGI9 DIGITAL 9 INFRASTRUCTURE PLC
TLEI THOMASLLOYD ENERGY IMPACT TRUST PLC
GSEO VICTORY HILL VH GLOBAL SUSTAINABLE ENERGY OPPORTUNITIES PLC
ORITL OCTOPUS RENEWABLES
SEIT SEEIT
FSFLL FORESIGHT SOLAR
L5M ATRATO ONSITE ENERGY
INPP INPP
DGI9L DIGITAL 9 INFRASTRUCTURE
- Shonil Chande
LIBERUM: Alternatives Daily: GRID | JLEN | EBOX | CIC
Gresham House Energy Storage - £80m gross proposed placing and retail offer to fund 4-hour duration California assetsJLEN Environmental Assets - 13.0% NAV return in FY23Tritax EuroBox - Solid operational performance but valuation dropsConygar Investment Company - Nottingham City Council grants next phase approval
- Pedro Fonseca
Gresham House Energy Storage Fund - Amping up: Growth in capital and i...
Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems in Great Britain and Ireland. Yesterday’s update on performance for the financial year ending 31 December 2022 and the outlook for 2023 includes news of an NAV increase in Q422, with further increases forecast in Q123 and beyond, a 5% increase in the 2023 dividend and plans to significantly expand GRID’s project pipeline across Great Britain, Ireland, the US, the European Uni...
- Nigel Hawkins
Hardman & Co Insight: Higher interest rates overshadow IIC/REIF prospe...
Hardman & Co Research’s focus is on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our Quoted UK Infrastructure and Renewable Energy – Prospects for 2023 publication, we have addressed the three key issues of recent months: higher inflation, extremely volatile power prices and rising interest rates.
UKW GREENCOAT UK WIND PLC
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
3IN 3I INFRASTRUCTURE PLC
NESF NEXTENERGY SOLAR FUND
BSIF BLUEFIELD SOLAR INCOME FUND
JLEN JLEN ENVIRONMENTAL ASSETS GROUP
BBGI BBGI GLOBAL INFRASTRUCTURE
GSF GORE STREET ENERGY STORAGE FUND
HICL HICL INFRASTRUCTURE PLC
GRP GREENCOAT RENEWABLES
GRID GRESHAM HOUSE ENERGY STORAGE FUND
SEQI SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND
USFP US SOLAR FUND
RNEP ECOFIN US RENEWABLES INFRASTRUCTURE TRUST
CORD CORDIANT DIGITAL INFRASTRUCTURE
DORE DOWNING RENEWABLES & INFRA TST PLC
HGEN HYDROGENONE CAPITAL GROWTH PLC
TEEC TRIPLE POINT ENRGY EFF INFRS CO PLC
HEIT HARMONY ENERGY INCOME TRUST PLC
PINT PANTHEON INFRASTRUCTURE PLC
DGI9 DIGITAL 9 INFRASTRUCTURE PLC
GSEO VICTORY HILL VH GLOBAL SUSTAINABLE ENERGY OPPORTUNITIES PLC
ORITL OCTOPUS RENEWABLES
SEIT SEEIT
FSFLL FORESIGHT SOLAR
L5M ATRATO ONSITE ENERGY
INPP INPP
DGI9L DIGITAL 9 INFRASTRUCTURE
- Shonil Chande
- Pedro Fonseca
Gresham House Energy Storage Fund - Powering on
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain and Ireland. The company seeks to capitalise on the growing intraday imbalances in electricity supply and demand caused by the UK and Ireland’s ever-increasing reliance on renewable energy, by accessing multiple revenue sources available in the power market. GRID targets an NAV total return of 8.0% + per annum and it has significantly overshot this target since its inception i...
- Pedro Fonseca
Gresham House Energy Storage Fund - A great year, and better ones ahea...
Gresham House Energy Storage Fund (GRID) invests in a diversified portfolio of utility-scale battery energy storage systems (BESS) in the UK and Ireland. This note provides an update to our February 2022 initiation note, following the release of GRID’s results for the financial year (ended 31 December 2021). FY21 was a good year for the fund. GRID’s revenues and NAV returns saw impressive growth, supported by growing demand for BESS services and upward revaluations to some of its portfolio asset...
Edison Investment Research Limited: Gresham House Energy Storage Fund ...
Edison Investment Research Limited Edison Investment Research Limited: Gresham House Energy Storage Fund (GRID): Initiation - A rapidly growing fund with scope for NAV uplifts 17-Feb-2022 / 07:00 GMT/BST Gresham House Energy Storage Fund (GRID): Initiation - A rapidly growing fund with scope for NAV uplifts Gresham House Energy Storage Fund (GRID) invests in a diversified portfolio of utility-scale battery energy storage systems (BESS) in the UK and Ireland. It is the largest UK listed BESS fund and the largest operator in the market, and it is growing rapidly. GRID owns 17 operation...
- Pedro Fonseca
Gresham House Energy Storage Fund - A rapidly growing fund with scope ...
Gresham House Energy Storage Fund (GRID) invests in a diversified portfolio of utility-scale battery energy storage systems (BESS) in the UK and Ireland. It is the largest UK listed BESS fund and the largest operator in the market, and it is growing rapidly. GRID owns 17 operational projects with capacity totalling 425MW, which have delivered a good performance since inception. It also has eight projects (comprising a further 415MW) under construction and due to begin operating in 2022, and expe...
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