Added to YB: 2026-04-15
Pitch date: 2026-04-13
SEIT.L [bullish]
SDCL Efficiency Income Trust Plc
+5.01%
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
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 455.9M
Pitch Price
GBP 0.42
Price Target
N/A
Dividend
15.14%
EV/EBITDA
N/A
P/E
11.01
EV/Sales
9.44
Sector
Capital Markets
Category
special_situation
SEIT; go on say it
SEIT.L (holding update): Wind down declared. Buying at 42.6p avg, 15% yield on 6.36p dividend (92% covered). Portfolio valued at 50% discount vs peers' 12-16x EV/EBITDA multiples. Red Rochester (23p/sh) at 5x vs 12-16x comps; Onyx C&I solar (14.2p/sh net) at $0.75m/MW vs $2.8-3m/MW recent deals; Primary (20p/sh) at 6.8x vs 12x+ district heat comps.
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