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Clean Energy Research

Longspur Equity Research

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Energy Storage
Unique Model Delivers High Returns
published 14th November 2024
Westbridge Renewable Energy is a developer of solar photovoltaic (PV) and battery energy storage system (BESS) projects initially concentrating on taking these to the ready to build stage and selling. The company is rapidly monetising an initial development portfolio with C$89m already received and with a further pipeline of over 2.8GW of PV and over 6.1GWh of BESS.
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Westbridge Renewable Energy: Solar and BESS project developer
Clean Energy Infrastructure
An Electrifying Future
published 2nd July 2024
Luceco has a leading position in the UK as a manufacturer and distributor of electrical accessories and LED lighting products. We see the company as being positioned to benefit from structural tailwinds from the transition to net zero through its low carbon offering and see this as a growth engine for the company moving forwards. The company has a strong cash generation profile and a history of accretive acquisitions, both of which we expect to continue in the medium term. We initiate with a central case valuation of GBp 222 per share.

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Luceco: a manufacturer and distributor of electrical accessories and LED lighting products.
Bioenergy
Hit The Gas - Decarbonising Trucking
published 14th September 2023
ReFuels has positioned itself as the market leader in biomethane refuelling with 14 operational bio-CNG stations in the UK and a pipeline of further stations to develop. The company is poised to capitalise on the increasing urgency to decarbonise heavy transport in an historically hard to abate sector. ReFuels is aiming to increase its station count to 30-40 stations by 2025-26 to support the growing numbers of CNG HGVs in the UK and is expected to benefit from a tightening biodiesel market, supporting one of its key revenue streams.

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ReFuels: Offering renewable biomethane (Bio-CNG), as the fast-track option for net-zero trucking.
Provaris
Unlocking Near-Term Hydrogen
published 8th August 2022
Provaris offers a cost-effective solution to hydrogen delivery that beats competing technologies at ranges where considerable opportunity exists. It also allows Provaris to develop hydrogen projects where it can take advantage of cheap renewable energy and deliver more hydrogen per unit of electricity generated. It offers investors exposure to an integrated hydrogen project developer and exporter as near-term downstream demand starts to pick up.

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Provaris: Developing green hydrogen projects for export through compressed hydrogen
Agilyx
Plastic Fantastic
published 21st March 2023
Agilyx is building significant traction in plastic waste recycling in both its core technology licencing business and also in its unique feedstock services business, Cyclyx. With a growing awareness of the impact of micro plastic waste on global warming we see the company facing a growing market with increased policy support. Agilyx offers an integrated solution for plastic recycling, including both a chemical recycling technology and feedstock processing expertise, transforming the global challenge of plastic waste into value.

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Agilyx: a chemical recycling technology company that converts all types of waste plastic into their original building blocks for reuse.
Corre Energy
Early Mover Advantage in Storage
published 30th September 2022
Corre Energy is a developer of long duration storage based on proven compressed air energy storage technology coupled with an ability to work with stored hydrogen. Corre is a European leader with this technology and offers investors and early move opportunity at a time when growing renewable energy penetration creates demands for high capacity and long duration storage of this type.

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Corre Energy: Developer of energy storage system based on compressed air and hydrogen.
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