Overview
HydrogenOne Capital Growth’s investment objective is to deliver an attractive level of capital growth by investing, directly or indirectly, in a diversified portfolio of hydrogen and complementary hydrogen focussed assets whilst integrating core ESG principles into its decision making and ownership process.
The company will seek to achieve its investment objective through investment in a diversified portfolio of hydrogen and complementary hydrogen focussed assets, with an expected focus in developed markets in Europe, North America, the GCC and Asia Pacific, comprising: (i) assets that supply clean hydrogen; (ii) large scale energy storage assets, (iii) carbon capture, use and storage assets; (iv) hydrogen distribution infrastructure assets; (v) assets involved in hydrogen supply chains, such as electrolysers and fuel cells; and (vi) businesses that utilise hydrogen applications such as transport, power generation, feedstock and heat
you can access the company’s website here
We have written a couple of notes that provide much more deatiled information on the company
Momentum building despite discount was published on 23 April 2024
The sky is the limit – was published on 17 October 2023
Funding a green revolution – was published on 3 May 2023
Fundamentals
Price
Research History
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23 Apr 2024
HydrogenOne Capital Growth - Momentum building despite discount
HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount The advisor notes that while shares of HydrogenOne Capital Growth (HGEN) have continued to fall, it believes that investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. The advisor […]
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23 Apr 2024
HydrogenOne Capital Growth - Momentum building despite discount
HydrogenOne Capital Growth Investment Companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions, HGEN’s NAV grew 5.8% over […]
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23 Apr 2024
HydrogenOne Capital Growth - Momentum building despite discount
HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions (including stubborn inflation and still […]
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16 Feb 2024
Interview with Richard Hulf from HydrogenOne Capital
In this week’s show, James Carthew spoke to Richard Hulf from HydrogenOne Capital. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer to […]
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17 Oct 2023
HydrogenOne Capital Growth - Sky is the limit for HGEN
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN It appears that a disconnect has arisen between HydrogenOne Capital Growth (HGEN)’s NAV, current and (according to its managers) prospective track record, and its share price. The discount is now 44%, despite a flat NAV. The recent spike in […]
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17 Oct 2023
HydrogenOne Capital Growth - Sky is the limit for HGEN
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s net asset value (NAV), current and prospective track record, and its share price is hard to rationalise. The recent bond market rout (yields have spiked higher, driving down bond valuations) has added […]
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17 Oct 2023
HydrogenOne Capital Growth - Sky is the limit for HGEN
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s NAV, current and prospective track record and its share price is hard to rationalise. The recent bond rout has added insult to injury for renewable energy investors as higher rates have increased […]
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14 Sep 2023
QuotedData’s Investment Companies Roundup – September 2023
September 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in August 2023 Share price total returns for investment companies were generally poor over August, with the best performing sector, Debt – Structured Finance, returning just 2.1%, with only a few sectors managing to eke out a positive total return. Funds […]
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03 May 2023
HydrogenOne Capital Growth - Funding a green revolution
HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green hydrogen fund available on the London listed market. It offers diverse exposure to nine exciting private hydrogen investments and a hydrogen production facility that is being developed in Germany. Spurred […]
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03 May 2023
HydrogenOne Capital Growth - Funding a green revolution
HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green hydrogen fund available on the London listed market. It offers diverse exposure to nine private hydrogen investments and a hydrogen production facility that is being developed in Germany. Spurred on […]
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03 May 2023
HydrogenOne Capital Growth - Funding a green revolution
HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green (renewables-powered, no carbon dioxide produced) hydrogen fund available on the London listed market. It offers diverse exposure to nine exciting private hydrogen investments and a hydrogen production facility that is […]
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06 Oct 2022
QuotedData's Economic and Political Monthly Roundup October 2022
Economic and Political Monthly Roundup Investment companies | Monthly | October 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to […]