Added to YB: 2025-08-20
Pitch date: 2025-08-17
SEIT.L [neutral]
SDCL Efficiency Income Trust Plc
-7.05%
current return
Author Info
Deep Value Investments makes long-term investments in in stocks where assets or cashflow are undervalued or something will happen to drive the price up. Sign up for the newsletter.
Company Info
SDCL Energy Efficiency Income Trust PLC invests in energy efficiency projects. The company was incorporated in 2018 and is based in London, United Kingdom.
Market Cap
GBP 682.7M
Pitch Price
GBP 0.57
Price Target
0.90 (+71%)
Dividend
N/A
EV/EBITDA
N/A
P/E
16.49
EV/Sales
14.14
Sector
Capital Markets
Category
special_situation
Deep Value Investments | July 2025 Update +23% - SDCL Efficiency Income Trust plc
SEIT.L (holding update): Trading at 55p (39% discount to 90p NAV). 10% yield (1.0x covered). Mixed energy assets: 27% Solar, 22% CHP, 19% district energy, 7% gas. Recent sales at 4-18.75% premium to NAV suggest accurate asset valuation. Potential takeover catalyst at NAV (~60% upside) based on sector precedents.
Read full article (1 min)