This video can be seen at: https://www.piworld.co.uk/2019/06/11/gresham-house-energy-storage-fund-plc-grid-presentation-at-mello-trusts-funds-may-2019/
By Bozkurt Aydinoglu
Introduction – 00:17A typical energy storage plant - 01:17Summary of the fund - 02:29Key investment characteristics - 06:11Assets - 11:14The market background - 11:45Persistent volatility and wasted power - 13:42A hedge for renewable investments - 15:09Revenue opportunities - 17:07Revenue assumptions - 20:40Competitive advantages - 21:48Upside return - 25:14Noriker Power - 25:38Conclusions - 26:39Q&A - 28:50
Gresham House Energy Storage fund plc (GRID)Gresham House Energy Storage Fund Plc is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to provide investors with a dividend over the long term by investing in a diversified portfolio of utility-scale operational energy storage systems (ESS), which utilize batteries and also utilize engines, located in Great Britain. It also seeks to invest in projects with alternative battery technologies, such as sodium and zinc derived technologies or other forms of energy storage technology, such as flow batteries or machines and compressed air technologies. The Company also intends to invest in ESS Projects, which use gas generators or diesel or dual fuel diesel-and-gas reciprocating generators. The Company is managed by Gresham House Asset Management Limited.
Introduction – 00:17
A typical energy storage plant - 01:17
Summary of the fund - 02:29
Key investment characteristics - 06:11
Assets - 11:14
The market background - 11:45
Persistent volatility and wasted power - 13:42
A hedge for renewable investments - 15:09
Revenue opportunities - 17:07
Revenue assumptions - 20:40
Competitive advantages - 21:48
Upside return - 25:14
Noriker Power - 25:38
Conclusions - 26:39
Q&A - 28:50
Gresham House Energy Storage fund plc (GRID)
Gresham House Energy Storage Fund Plc is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to provide investors with a dividend over the long term by investing in a diversified portfolio of utility-scale operational energy storage systems (ESS), which utilize batteries and also utilize engines, located in Great Britain. It also seeks to invest in projects with alternative battery technologies, such as sodium and zinc derived technologies or other forms of energy storage technology, such as flow batteries or machines and compressed air technologies. The Company also intends to invest in ESS Projects, which use gas generators or diesel or dual fuel diesel-and-gas reciprocating generators. The Company is managed by Gresham House Asset Management Limited.
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