Added to YB: 2025-07-30
Pitch date: 2025-07-29
GSF.L [bullish]
Gore Street Energy Storage Fund Plc
-2.29%
current return
Author Info
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Company Info
Gore Street Energy Storage Fund Plc is an infrastructure investment fund.
Market Cap
GBP 321.2M
Pitch Price
GBP 0.61
Price Target
1.03 (+71%)
Dividend
6.29%
EV/EBITDA
N/A
P/E
51.95
EV/Sales
23.32
Sector
Capital Markets
Category
value
Show full summary:
Valuation Deep-Dive (GSF): 60% Upside Opportunity
GSF.L: Trading at £442k/MW vs £860k/MW HEIT takeover valuation. Discount exceeds £170k/MW retrofit cost to upgrade 1-hr batteries to premium 2-hr (30%+ revenue gain). Removal of takeover fee Oct 2025 makes GSF acquisition target. 60% upside to 102.8p NAV with limited downside given strong cash flow yield.
Read full article (4 min)