Added to YB: 2026-04-13
Pitch date: 2026-04-09
ENRG.L [bullish]
VH Global Energy Infrastructure PLC
+3.35%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
VH Global Energy Infrastructure PLC, a closed-ended investment company, focuses on investing in a diversified portfolio of global sustainable energy infrastructure assets in Sweden, Portugal, Australia, United Kingdom, Spain, Brazil, and the United States.
Market Cap
GBP 285.8M
Pitch Price
GBP 0.72
Price Target
1.02 (+41%)
Dividend
8.03%
EV/EBITDA
N/A
P/E
21.12
EV/Sales
13.60
Sector
Capital Markets
Category
special_situation
ENRG is shocking!
ENRG.L: Liquidating trust w/ 34 energy assets (Brazil hydro 28% NAV, US terminals, AU solar+BESS, UK gas+CCR, PT/ES solar). NAV 102.3p vs 72.2p share price = 30% discount. 90%+ inflation-linked rev, only 7.6% leverage. 7.9% yield. Catalyst: asset sales at/above NAV via B-share returns (£450M authorized). Risks: Brazil hydro concession renewal, BRL volatility (44% GAV), liquidity.
Read full article (3 min)