Unlike other listed renewable energy funds, John Laing Environmental Assets Group (JLEN) has exposure to waste and wastewater projects. A recent move into anaerobic digestion (see page 3) further differentiates it from its peer group and increases the diversification of its portfolio. The adviser likes this area as it is less exposed to the vagaries of power prices than other areas of the renewables market (a plus, given JLEN’s recent reduction in its estimates of future power prices). JLEN has announced plans to expand the company to take advantage of this and other opportunities.
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Anaerobic diversification
- Published:
06 Mar 2018 -
Author:
Ed Marten -
Pages:
13
Unlike other listed renewable energy funds, John Laing Environmental Assets Group (JLEN) has exposure to waste and wastewater projects. A recent move into anaerobic digestion (see page 3) further differentiates it from its peer group and increases the diversification of its portfolio. The adviser likes this area as it is less exposed to the vagaries of power prices than other areas of the renewables market (a plus, given JLEN’s recent reduction in its estimates of future power prices). JLEN has announced plans to expand the company to take advantage of this and other opportunities.