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Renewable Energy ITs
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Tom 123
Posted: 07 March 2025 14:11:03(UTC)
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Renewable Energy ITs?

Used to own but got out a few years back, more by chance than anything else.

From a value investor's perspective looking interesting. Not read much into the space for a few years.

Thoughts on where they stand today?

The £1b+ ITs only really interest me, Greencoat or TRIG.
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Jon.Snow on 07/03/2025(UTC), what me worry? on 08/03/2025(UTC)
Thrugelmir
Posted: 07 March 2025 17:54:27(UTC)
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You pose an interesting question. I'm in the undecided camp. If you look at the broader global renewable energy sector. SSE , RWE, Clearwater Energy , Northland Power , Cadeler and Corporacion Acciona Energias Renovabl SA for example. All have suffered broad share price declines in recent years. All bid up possibly in the era of low interest rates. Do current share prices reflect fair value for the businessess? Never going to be exciting growth companies. However provide a defensive stance in a period of turbulence. Still need power whatever.

Something needs to spark the revival. A takeover bid or merger. There's too many sub scale LSE listed IT companes currently. So there's cost savings to me made. Meanwhile I'll sit on the fence just a while longer.
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6 users thanked Thrugelmir for this post.
Jon.Snow on 07/03/2025(UTC), Tim D on 08/03/2025(UTC), Sheerman on 08/03/2025(UTC), what me worry? on 08/03/2025(UTC), Sara G on 08/03/2025(UTC), Guest on 09/03/2025(UTC)
John Bran
Posted: 08 March 2025 16:28:48(UTC)
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Joined: 01/09/2017(UTC)
Posts: 2,152
Tom 123;336831 wrote:
Renewable Energy ITs?

Used to own but got out a few years back, more by chance than anything else.

From a value investor's perspective looking interesting. Not read much into the space for a few years.

Thoughts on where they stand today?

The £1b+ ITs only really interest me, Greencoat or TRIG.


Best to ask that question on infrastructure investment trust section.
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