Added to YB: 2025-07-30
Pitch date: 2025-07-29
GSF.L [bullish]
Gore Street Energy Storage Fund Plc
-13.54%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Gore Street Energy Storage Fund Plc is an infrastructure investment fund.
Market Cap
GBP 231.3M
Pitch Price
GBP 0.55
Price Target
1.03 (+115%)
Dividend
15.28%
EV/EBITDA
N/A
P/E
-1.93
EV/Sales
-2.00
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)