Cameron Gardner

Did you know 53.3% of the UK’s total generation capacity now comes from the independent sector? ⚡ Download our UK Renewable Independent Sector report for a snap-shot of the UK independent generation market and to find out how their current contribution to the generation mix is bridging the gap to the future energy system. 👉 Download the report here: https://lnkd.in/e4mHNBtA #RenewableEnergy #IndependentGenerators #NetZero #Decarbonisation

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We are pleased to see that Gresham House Energy Storage Fund (GRID), co-managed by Ben Guest and James Bustin has been highlighted as one of QuotedData’s analysts’ picks for 2025 🔋🌟   The chosen Funds were selected for their performance in share price total returns, with a range of relatively mainstream core investments alongside more adventurous options.   Despite being weighed down by higher interest rates and problems with new software that balances the grid, the analysts believe the outlook is bright for GRID, which has set out a clear three-year plan, and also expects to reinstate covered #dividends this year which could see its current discount start to narrow.   Read the full list here : https://lnkd.in/eYQysCMN   #batterystorage #renewableenergy | Capital at risk. Not an investment recommendation. 

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CQS Natural Resources Growth and Income plc fund managers Robert Crayfourd and Keith Watson spoke to Daniel Coatsworth at AJ Bell Money and Markets podcast about the #takeover offer from BHP for Anglo American, the #copper price and outlook for demand, buy vs build and jurisdictional risk in the #commodities space. Demand from the Chinese property market and infrastructure spend will be the driver for #ironore in the coming months, but Keith and Rob remain cautious here. #uranium prices are now picking up, given the sea change in sentiment surrounding electricity generation in the transition toward #netzero; COP28 UAE saw a material push toward the development of #nuclear energy globally. The US decision to ban the import of enriched material from #Russia, will put more pressure on the supply side to fulfil demand, supporting the #U3O8 price. Listen in full on your favourite podcast app Vale Fortescue Kazatomprom NexGen Energy Ltd. Cameco Corporation https://lnkd.in/gXivGrpj

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NextEnergy Group's Founder and CEO, Michael Bonte-Friedheim was featured on Guernsey Finance's Podcast this week, sharing his experience meeting King Charles III, along with discussing the growth of NextEnergy Group and the significant impact of sustainable finance initiatives in Guernsey. Find more information, and listen to the full podcast through the post below. | #GreenInvestments | #SustainableInvestments | #SustainableFinance | #GuernseyFinance | #SustainableGrowth |

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Local Authority Pension Fund Forum (LAPFF) and CCLA Investment Management, supported by investors representing £1.6 trillion AUM, have written to the chairs of 76 FTSE 100 companies that have not held a vote on their climate transition plans in the past three years setting out their expectations ahead of next year’s AGM season.  #ClimateChange #Sustainability #ClimateStrategy

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🎧 #ICYMI... It's time for this week's Climate Bonds Café! Following the launch of the Q1 Market Report, we saw a record-breaking quarter for GSS+ issuance. Joining us to review all the key facts, figures and standout performers is Caroline Harrison, Director of Technical Development, Climate Bonds Initiative 🎙️ Many are starting to wonder: Will 2024 be the year of one trillion USD of aligned #green issuance? 👀 Listen here: https://ow.ly/zRhM50Stz44

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Momentous #UKelections, but does the outcome really matter that much to investors? One week after assessing the #Frenchelections results, Paul Skinner and macro strategist John Butler discuss why there is more to this #labourlandslide than meets the eye and explore its potentially significant investment implications. #GeneralElection2024 #UKelections #weeklymarketupdate Learn more: https://lnkd.in/gc9GtZ9K

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Tackling Net Zero Challenges at SETsquared Partnership Investment Futures GW-SHIFT Deputy Director Karen Brooks recently joined an expert panel at the SETsquared Investment Futures event to discuss what technology will get us to Net Zero, and is it getting funded? The session explored how clean energy innovation can address climate challenges and the barriers to scaling these solutions. With insights from a Clean Energy investor, Johnathan Matlock, and Ben Burgraff from Net Zero Industry Wales, the panel highlighted the critical role of collaboration in achieving Net Zero goals. To read the full article click here: https://bit.ly/49vVLV9 #NetZero #CleanEnergy #SustainableInnovation #Collaboration

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Utilico Emerging Markets Trust’s (UEM) investment objective is to provide long-term total returns by investing predominantly in infrastructure, utility and related equities, mainly in emerging markets. Discover the four things #investors must know about UEM, managed by Manager Charles Jillings and his team at ICM Limited, in our latest equity proposition video. Watch below 👇 LSE: UEM

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See our latest equity proposition video compilated by Edison Group, providing a helpful summary for investors. #investmenttrusts #emergingmarkets #globaltrade #socialinfrastructure #energytransition #digitalinfrastructure The Association of Investment Companies (AIC)

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Temple Bar's Ian Lance recently spoke to Dave Baxter for Investors' Chronicle's "The IC Interviews" podcast. They discuss the UK's cheap valuation and prospects for a re-rating, the sectors and stocks that are currently attracting the attention of Ian and his co-portfolio manager Nick Purves, and much more. Listen in here: https://lnkd.in/dwv7cVMQ No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. #valueinvesting #ukinvestment #opportunity

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As the Investment Manager of the internationally diversified Gore Street Energy Storage Fund (LSE: GSF), we are pleased to share a trading update for the fund covering the 12 months ended 31 March 2024. Amid a turbulent year for #renewable #infrastructure #investment trusts, with high interest rates and volatility across the sector, GSF increased revenue to £41.4 million over the period and achieved an estimated weighted average operational EBITDA margin of c.69%. With market saturation taking hold in GB, this reporting period has fully illustrated the value of GSF’s uniquely diversified strategy across geography, revenue streams and regulatory regimes. As reported consistently over the 12 months, the Company maintained a high consolidated estimated average revenue of £15.1 per MW/hr (c.£133,000 per MW/yr), with the international portfolio outperforming GB assets by a factor of 2.2x. This consistency was driven by strong performance across the year from the Irish and US operational assets, in particular, with increasing #renewables penetration and #grid #volatility creating improved opportunities for battery energy storage systems. The Company also grew its energised capacity by 45% by year-end following the successful energisation of Stony (79.9MW) and Ferrymuir (49.9MW) and was also able to increase its capacity in the highly lucrative Irish market. The ongoing growth of the Company’s operational portfolio, alongside the consistent average revenue achieved per MW, drove the Company's dividend cover upward. During the period, the Company also raised capital via both equity and debt, enabling continued focus on key portfolio objectives. The growth achieved over the last 12 months in operational capacity, estimated revenue, and EBITDA (£28.4 million) demonstrates the Company's continued positive trajectory even in the face of GB revenue headwinds. We are proud to have played a material role in the success of GSF over the last year, delivering innovative finance and engineering expertise to continue growing the fund within a challenging environment. As we look ahead to the continued buildout of the portfolio, including the 200 MW Big Rock project in California, we are exceptionally well-positioned to continue capitalising on the opportunities both in GB and abroad to deliver continued value for all GSF stakeholders. You can find out more about GSF’s performance over the 12-month period, including a breakdown of activity across each of the five markets in which the Company has assets, here: https://lnkd.in/erHNs8TT    #energytransition #batterystorage #finance #renewables #windpower #climatechange #diversification #energystorage #greatbritain #europe #usa #grid #gridmodernization #batterystorage #decarbonisation 

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Ofgem Unveils £8bn Fast-Track Fund to Tackle Supply Chain Bottlenecks The UK’s energy regulator, Ofgem, has unveiled an ambitious proposal for an Advanced Procurement Mechanism (APM) to supercharge the nation’s transition to net zero. This innovative fund, valued between £5 billion ($6.3 billion) and £8 billion ($10.1 billion), is designed to accelerate the early procurement of critical energy transmission infrastructure. https://lnkd.in/e46dzKUZ #CleanTech #RenewableEnergy #GreenEnergy #Ofgem #AdvancedProcurementMechanism #NetZeroTransition #CleanTechUK #RenewableEnergyUK #GreenEnergyUK #OfgemProposal #NetZeroUK #SustainableEnergy #InnovativeFund #ClimateActionUK #EnergyTransition #CleanEnergyFuture

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Local Authority Pension Fund Forum (LAPFF) and CCLA Investment Management, supported by investors representing £1.6 trillion AUM, have written to the chairs of 76 FTSE 100 companies that have not held a vote on their climate transition plans in the past three years setting out their expectations ahead of next year’s AGM season. #ClimateChange #ClimateStrategy

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Firms and #pensions with more than A$5bn in AUM must report on their exposure to climate-related risks and opportunities from 2025. Tom Taylor #Sustainability #Climate #Carbon #NaturalCapital #Water #Farmland #Agribusiness #Timberland #LPs #GPs #Aquaculture

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Hargreaves Lansdown drops Ninety One UK Sustainable Equity fund from Wealth Shortlist as it seeks merger. Asset manager Ninety One is planning to merge its UK Sustainable Equity fund into its Global Sustainable Equity mandate and as a result, the former has been dropped from Hargreaves Lansdown’s Wealth Shortlist. Check out Eve Maddock-Jones's latest article 👇 https://incm.pub/4g52GHB #investing #assetmanagement #wealthmanagement #finance

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