Gore Street Energy Storage + (GSF, House Stock at 65p) - Growing the lucrative Irish portfolio

Gore Street Energy Storage + (GSF, House Stock at 63p) - Q3NAV– materially outperforming GB

Gore Street Energy Storage + (GSF, House Stock at 68p) - In a league of its own – FY dividend reaffirmed

Hardman & Co Insight: 2023 was an annus horribilis for Quoted UK Infrastructure and Renewable Energy

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

Gore Street Energy Storage + (GSF, House Stock at 84p) - Another strong quarter

Gore Street Energy Storage + (GSF, House Stock at 85p) - Strategic partner invests c£16m at NAV

Gore Street Energy Storage + (GSF, House Stock at 84p) - Strong H1– re-rating on the horizon?

Gore Street Energy Storage Fund+ (GSF, House Stock at 66p) - Materially undervalued

Gore Street Energy Storage Fund+ (GSF, House Stock at 68p) - Project level debt secured for Big Rock

Gore Street Energy Storage + (GSF, House Stock, 84p) - Steady NAV growth

Hardman & Co Insight: UK interest rates and “risk-free” gilts at their peak? Infrastructure stocks struggle

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 risen appreciably. Furthermore, the ongoing war in Ukraine and high inflation rates, from which many IICs and REIFs are partially ‒ if not wholly ‒ protected, contin

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

Gore Street Energy Storage Fund+ (GSF, House Stock at 88p) - FY23A

Gore Street Energy Storage Fund+ (GSF, House Stock at 94p) - Operational progress continues

Gore Street Energy Storage+ (GSF, House Stock at 93p) - Increased debt facilities