Lifted by high power prices and inflation
TRIG reported a ~15p increase to the NAV p.s. in H1-22, a 17.4% y/y increase and a figure 8.5% above our estimates. TRIG''s trading environment seems to be as good as it can be. Power prices has been increasing in Europe and the forward markets suggest that this situation will persist in the years to come. Inflation is also running at a much higher pace than expecting, lifting the value of TRIG''s assets given the indexation of some feed in tariffs and ....

08 Aug 2022
Blue sky scenario in H1

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Blue sky scenario in H1
Renewables Infrastructure Group Limited GBP Red.Shs (TRIG:LON) | 79.4 1.1 1.8% | Mkt Cap: 1,926m
- Published:
08 Aug 2022 -
Author:
Vaysselier Nicolas NV -
Pages:
9 -
Lifted by high power prices and inflation
TRIG reported a ~15p increase to the NAV p.s. in H1-22, a 17.4% y/y increase and a figure 8.5% above our estimates. TRIG''s trading environment seems to be as good as it can be. Power prices has been increasing in Europe and the forward markets suggest that this situation will persist in the years to come. Inflation is also running at a much higher pace than expecting, lifting the value of TRIG''s assets given the indexation of some feed in tariffs and ....