Overview
VH Global Energy Infrastructure (formerly VH Global Sustainable Energy Opportunities : GSEO) seeks to generate stable returns, principally in the form of income distributions, by investing in a diversified portfolio of global sustainable energy infrastructure assets, predominantly in countries that are members of the EU, OECD, OECD Key Partner Countries or OECD Accession Countries.
You can access the company’s website here
Fundamentals
Price
Research History
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17 Oct 2023 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
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10 Mar 2023 1 min read
Interview with Anthony Catachanas from VH Global Sustainable Energy Opportunities
In this week’s show, James Carthew spoke to Anthony Catachanas from VH Global Sustainable Energy Opportunities. 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 […]
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13 Oct 2022 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2022
Third quarter of 2022 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Piling on the misery In the face of rising inflation, exacerbated by the war in Ukraine, central bankers have condemned for their relative inaction. However, in the third quarter of 2022, they stepped up a gear. Last month’s economic and political roundup […]
News
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19 Dec 2024 1 min read
QuotedData’s morning briefing 19 December 2024 – HGT, TENT, ENRG, CLDN
In QuotedData’s morning briefing 19 December 2024: Hg Capital Trust says a recapitalisation of The Citation Group adds about £3.5m to its NAV or 0.8p per share. The Citation Group is an international provider of tech-enabled compliance and certification solutions to small to medium-sized enterprises. HarbourVest Partners has come in as a new investor. Triple […]
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02 Dec 2024 4 min read
QuotedData’s morning briefing 2 December 2024 – SBSI, GSEO/ENRG, TRY, SBO, FP., BERI, DNE, IGET, ARR/ATS, INPP
Schroder BSC Social Impact (SBSI) has adopted the “Sustainability Impact” label and will continue to be considered an “impact fund” under the FCA’s Sustainability Disclosure Requirements and investment labelling regime. VH Global Sustainable Energy Opportunities has changed its name to VH Global Energy Infrastructure with effect from today, and its ticker will be changed to […]
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20 Nov 2024 1 min read
VH Global commissions its third Australian solar and storage project
VH Global Sustainable Energy Opportunities says its third solar and storage hybrid system in New South Wales, Australia, has completed the construction phase and has now been commissioned. The project came in on time and on budget. The company announced the completion of two hybrid systems in NSW three weeks ago. This raises the operational […]
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31 Oct 2024 1 min read
VH Global completes two solar projects in Australia
VH Global Sustainable Energy Opportunities has completed the construction and commissioning of two solar and storage hybrid systems in New South Wales, Australia. The assets comprise solar PV sites with DC-coupled two-hour 4.95MW battery energy storage systems . The trust already has two operational assets in Australia. Following the completion of these two sites, 67% […]
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11 Sep 2024 1 min read
QuotedData’s morning briefing 11 September 2024 – DNE, GSEO, BYG
In QuotedData’s morning briefing 11 September 2024: Dunedin Enterprise Investment Trust (DNE) announced its interim results for the half year ended 30 June 2024. The company delivered a NAV total return of 2.1% while shares rose 1.8%. Since the company’s managed wind-down was approved by shareholders in 2016 it has distributed £147m to shareholders and […]
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25 Jul 2024 4 min read
VH Global buys European solar and wind portfolio
VH Global Sustainable Energy Opportunities is buying a portfolio of seven solar and two wind assets across Europe. The transaction will be completed in two phases. Once fully operational, the portfolio will have a total installed capacity of 248.4MW and will be expected to generate 489,900 MWh per year. The first phase of the investment […]
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09 May 2024 2 min read
QuotedData’s morning briefing 9 May 2024 – SONG, DGN, AWEM, EOT, GSEO, THRL, AIRE, SOHO, SMT
In QuotedData’s morning briefing 9 May 2024: Concord Bidco, the bidding vehicle for the Alchemy/Concord Chorus bid for Hipgnosis (SONG), says that its offer of $1.25 per Hipgnosis share is final and will not be increased. [QD comment: as we suspected, Concord was unable/unwilling to better Blackstone’s $1.30 bid, which at the current exchange rate […]
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05 Apr 2024 3 min read
VH Global Sustainable Energy Opportunities builds value in its portfolio
VH Global Sustainable Energy Opportunities (GSEO) has announced its annual results for the year ended 31 December 2023, during which it provided a total annualised NAV total return of 14.5%. Its chairman describes the year as one of building value in the portfolio, which is now 58% operational and by early 2025, the current portfolio […]
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28 Mar 2024 2 min read
VH Global buys Australian solar sites
VH Global Sustainable Energy Opportunities has agreed to acquire and build two fully-permitted solar PV sites with co-located battery energy storage systems in New South Wales, Australia for a total consideration of £16.9m. This investment is part of the Australian solar PV and storage investment programme that was announced on 2 August 2021. With this […]
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10 Oct 2023 1 min read
QuotedData’s Investment Trust Forum 2023
Welcome to the videos from the Investment Trust Forum 2023. The conference was for investment analysts, research committees and portfolio managers from all the major asset management groups, banks, stockbrokers, wealth managers and IFA networks and offered presentations and panel discussions on a range of topics. We were pleased to have panel sponsorship from Witan […]
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15 Sep 2023 1 min read
QuotedData’s morning briefing 15 September 2023 – SUPR, GSEO, BGLF
In QuotedData’s morning briefing 15 September 2023: VH Global Sustainable Energy Opportunities (GSEO) has announced that it will implement at £10m share buyback program. The board remains aware of the impact of GSEO’s discount, and will undertake buybacks when it believes to be in the interest of shareholders. Blackstone Loan Financing (BGLF) has announced that […]
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18 Jul 2023 1 min read
QuotedData’s morning briefing 18 July 2023
Brunner Investment Trust (BUT) provided an update for the six month period to 31 March 2023. NAV per share increased by 1.6% compared to a benchmark return of 0.3% while shares were up 2.3%. Management sited a strict focus on valuation as one of the factors that allowed the company to avoid some of the […]
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11 Jul 2023 2 min read
QuotedData’s morning briefing 11 July 2023
Riverstone Energy (RSE) has announced that one of its portfolio companies, Anuvia Plant Nutrients, has ceased operations and is undergoing liquidation. The company invested US$20 million in Anuvia in March 2022, with its investment being written down to US$14 million at the time of its Q1 2023 quarterly portfolio valuations. Anuvia is in the process […]
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04 May 2023 1 min read
QuotedData’s morning briefing 4 May 2023
In QuotedData’s morning briefing 4 May 2023: AVI Japan Opportunity (AJOT) has appointed Singer Capital Markets Securities to manage an irrevocable share repurchase programme to buy back ordinary shares within certain pre-set parameters. The programme started yesterday and will run until 30 June 2023. Foresight Solar Fund (FSFL) is using £10m of cash to fund […]
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28 Mar 2023 2 min read
Stable start for VH Global Sustainable Energy Opportunities
VH Global Sustainable Energy Opportunities reported its annual results for the year ended 31 December 2022. Shares fell -5.61% while NAV increased by 7.6%. The company does not provide a benchmark in its annual report, however, performance was roughly in line with the S&P Global Clean Energy Index. The discount remained relatively steady throughout the […]
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08 Dec 2022 1 min read
VH Global makes Brazilian hydropower investment
VH Global Sustainable Energy Opportunities has completed its purchase of the Mascarenhas Hydro Electric Facility in the state of Espírito Santo, Brazil. The final amount paid on completion was BRL 708m (the headline BRL 800m previously announced was subject to adjustments based on the latest balance sheet related to agreed cash and working capital levels). The […]
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25 Oct 2022 1 min read
QuotedData’s morning briefing 25 October 2022
In QuotedData’s morning briefing 25 October 2022: VH Global Sustainable Energy Opportunities (GSEO) has completed its purchase of three fully-permitted solar PV sites in Australia. The total cost including construction will be £21.2m and is part of the existing £50m commitment to its Australian solar PV and storage investment programme. Triple Point Energy Transition (TENT) […]
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11 Oct 2022 2 min read
QuotedData’s morning briefing 11 October 2022
In QuotedData’s morning briefing 11 October 2022: GCP Asset Backed Income (GABI) has been informed by Gravis Capital Management that David Conlon, the lead fund manager and member of its investment committee, has decided to leave Gravis and will be relinquishing responsibility for the management of the portfolio with effect from 10 October 2022. Joanne […]
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12 Sep 2022 1 min read
VH Global Sustainable Energy Opportunities expands Australian energy transition programme with new phase
VH Global Sustainable Energy Opportunities expands Australian energy transition programme with new phase – VH Global Sustainable Energy Opportunities (GSEO) has agreed to acquire and build three fully-permitted solar PV sites for £21.2m as part of the existing £50m commitment to its Australian solar PV and storage investment programme. The Australian energy transition programme was […]
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31 Aug 2022 2 min read
VH Global Sustainable Energy Opportunities acquires Brazilian hydro asset
VH Global Sustainable Energy Opportunities (GSEO) has announced that it has acquired the Mascarenhas Hydro Electric Facility in the state of Espírito Santo, Brazil. The 198MW run-of-river facility, which has been operational since 1974, is being acquired for a total consideration of BRL1,225m. This comprises BRL 800m on closing, subject to adjustments, with the remainder […]
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29 Jun 2022 2 min read
VH Global Sustainable Energy Opportunities raises £122m which it hopes to commit within three to six months
VH Global Sustainable Energy Opportunities raises £122m which it hopes to commit within three to six months – VH Global Sustainable Energy Opportunities (GSEO) has successfully completed its Placing, Open Offer, Offer for Subscription and Intermediaries Offer, raising gross proceeds of £122m. A total of 110,909,091 new shares will be issued at a price of […]
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09 Jun 2022 3 min read
VH Global looking for £150m
VH Global Sustainable Energy Opportunities plans to raise target gross issue proceeds of £150m through an Initial Placing, Initial Open Offer, Initial Offer for Subscription and Initial Intermediaries Offer at an issue price of 110p..This represents a premium of 3.4% to the NAV at 31 March 2022 (adjusted for the interim dividend of 1.25 p) […]
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26 May 2022 1 min read
QuotedData’s morning briefing 26 May 2022
In QuotedData’s morning briefing 26 May 2022: The Financial Times has a story that there will be a windfall tax on oil and gas firms but, not yet at least, one on energy generators. The idea of an energy generation tax is said to be too complex to implement in a short timeframe. The BBC […]
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21 Mar 2022 3 min read
VH Global Sustainable Energy Opportunities off to a strong start in first final results
VH Global Sustainable Energy Opportunities off to a strong start in first final results – VH Global Sustainable Energy Opportunities (GSEO) has posted its annual results for the period from incorporation in October 2020 to 31 December 2021. This was the company’s first financial period. Following incorporation on 30 October 2020, the company commenced operations […]
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08 Dec 2021 2 min read
QuotedData’s morning briefing 8 December 2021
In QuotedData’s morning briefing 8 December 2021: VH Global Sustainable Energy Opportunities (GSEO) has completed its acquisition of a second 10.9MW solar photovoltaic site located in Queensland, Australia. This acquisition completes the first tranche of this project consisting of two solar PV sites totalling 17MW as previously announced on 2 August 2021. Tranche II of […]
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03 Dec 2021 1 min read
VH Global Sustainable Energy Opportunities to expand south Texas storage assets
VH Global Sustainable Energy Opportunities to expand south Texas terminal storage assets VH Global Sustainable Energy Opportunities (GSEO) has announced that it has committed US$35m to fund the expansion of one of its terminal storage assets in South Texas. The investment will increase the throughput and on-site blending capacity of the site “to cater for […]
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01 Dec 2021 2 min read
VH Global Sustainable Energy Opportunities raises further £70m just nine months after launch
VH Global Sustainable Energy Opportunities raises further £70m just nine months after launch – VH Global Sustainable Energy Opportunities (GSEO) has raised a further £70m pursuant to the placing it announced on 8 November 2021. Accordingly, the company will issue a total of 68,965,518 New Ordinary Shares at the placing price of 101.5 pence per […]
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12 Nov 2021 1 min read
QuotedData’s weekly news show 12th November 2021
QuotedData’s weekly news show 12th November 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: Pantheon Infrastructure VH Global Sustainable Energy Opportunities Scottish Mortgage This week’s interview was with Helen Steers from Pantheon […]
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08 Nov 2021 2 min read
VH Global Sustainable Energy Opportunities seeks to raise £258m
VH Global Sustainable Energy Opportunities seeks to raise £258m – VH Global Sustainable Energy Opportunities (GSEO) has announced plans to raise new capital under its placing programme, through the placing of new Ordinary Shares at a price of 101.5 pence. GSEO intends to use the proceeds of the Placing to fund the continued deployment into […]
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02 Nov 2021 1 min read
QuotedData’s morning briefing 2 November 2021
In QuotedData’s morning briefing 2 November 2021: VH Global Sustainable Energy Opportunities (GSEO) says it has invested £30m of the £78m it committed to fund innovative net zero flexible power generation projects in the UK. The initial tranche will fund the construction of one project in Nottinghamshire, UK, consisting of a 10MW high efficiency combined […]
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11 Oct 2021 2 min read
QuotedData’s morning briefing 11 October 2021
In QuotedData’s morning briefing 11 October 2021: VH Global Sustainable Energy Opportunities (GSEO) has completed its acquisition of the first 5MW solar photovoltaic site near Adelaide, South Australia. This is part of the first tranche consisting of two sites totalling 17MW as announced on 2 August 2021. Battery storage will be built and co-located on […]
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13 Sep 2021 3 min read
QuotedData’s morning briefing 13 September 2021
In QuotedData’s morning briefing 13 September 2021: Montanaro European Smaller Companies (MTE) is due to undertake a share split, whereby a sub-division of each ordinary share of 50 pence each will be split into 10 new ordinary shares of 5 pence each. The new ordinary shares are to be admitted to trading on the premium […]
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10 Sep 2021 1 min read
QuotedData’s weekly news show 10 September 2021
QuotedData’s weekly news show 10 September 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: VH Global Sustainable Energy European logistics – ASLI and EBOX Standard Life Investments Property Income […]
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09 Sep 2021 2 min read
VH Global funds new UK CHP plants
VH Global funds new UK CHP plants – VH Global Sustainable Energy Opportunities has announced a £78m programme commitment to fund innovative net zero flexible power generation projects in the UK, which support the energy transition towards more renewable power generation. The fund’s investment will fund the construction of two UK-based combined heat and power […]
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03 Sep 2021 2 min read
QD view – Something in the water
This week saw two companies announce their intentions to float: Blackfinch Renewable European Income (BRET) with a fundraising target of £300m and Responsible Housing REIT which is looking to raise up to £250m. This follows eight other investment trusts across a broad range of sectors and mandates that have already launched this year, five of […]
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13 Jul 2021 1 min read
QuotedData’s morning briefing 13 July 2021
In QuotedData’s morning briefing 13 July 2021: The Third Point Investors board has responded to AVI’s requisition and says that it will not convene the requested meeting as legal advice it has received says that “the resolution proposed in the Communication would fall under the legal definition of ineffective”. Basically, the argument is that the resolution […]
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14 Jun 2021 1 min read
QuotedData’s morning briefing 14 June 2021
In QuotedData’s morning briefing 14 June 2021 – VH Global Sustainable Energy Opportunities (GSEO) announced the completion of its acquisition of the first $4m tranche out of its $63m commitment to a Brazilian solar power programme. The initial tranche will fund the construction of four projects across Rio de Janeiro, which once operational will provide […]
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28 May 2021 2 min read
VH Global Sustainable Energy Opportunities invests in Brazilian solar
VH Global Sustainable Energy Opportunities (GSEO) has announced that it has made a $63m commitment to fund the construction of 18 remote distributed solar generation projects across ten Brazilian states with a total capacity of 75MW. GSEO says that the fully-equity funded projects are at the ready-to-build stage and are expected to be operational in […]
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06 Apr 2021 1 min read
VH Global makes first investment
VH Global makes first investment – VH Global Sustainable Energy Opportunities has agreed to buy 100% of the equity interests in two operating terminal storage sites on the Texas Gulf Coast for a total purchase price of $61m. The fund has also committed further capital to develop and expand the sites before the end of the […]
Upcoming Events
Videos
In The Press
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03 Dec 2024 1 min read
Investment trust insider on Trump, climate change and the environment
Investment trust insider on Trump, climate change and the environment – James Carthew: The renewable trusts in Trump’s firing line President-elect Donald Trump could row back policies including the US Inflation Reduction Act, which would knock trusts with exposure to tax credits and tariffs In recent weeks, I’ve been looking at the possible impact of […]
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30 Apr 2024 1 min read
Income investment trusts yielding above 4% and beating inflation
by Kyle Caldwell from interactive investor, 30th April 2024: For income-seeking investors, the ideal scenario is to find a fund with a high yield that delivers inflation-beating dividend growth and produces positive total returns (capital growth and income returns combined). However, ticking all three boxes is hard to consistently achieve, which is reflected in research […]
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18 Mar 2024 1 min read
The income-generating trust sector trading at ‘ridiculous discounts’
Tom Aylott, PORTFOLIO ADVISER, 14 MARCH 2024: Trusts investing in renewables and infrastructure were high in demand a few years ago when the runway for growth was seemingly endless, but it has been quite a different story over the past couple of years. Five years ago, infrastructure trusts were trading on an average premium to […]
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11 Mar 2024 1 min read
Investment trust insider on renewables
Investment trust insider on renewables – James Carthew: ‘Buy’ great opportunities in run-down renewables Last month’s rise in US inflation knocked UK renewables funds, which I was happy to exploit. Don’t be surprised if we see bids in the sector. February was an odd month for markets and the main culprit was stronger-than-expected US inflation […]
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04 Sep 2023 1 min read
Investment trust insider on renewables
James Carthew: High yield, low rating look unfair on Bluefield Solar The prices of renewable energy funds fell by an average of 3.1% last month, taking their one-year decline to nearly 17%. Most of these funds are trading at discounts of more than 20% to net asset value (NAV) and have dividend yields well above […]
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15 Nov 2021 2 min read
The alternative trusts allowing investors to capture new trends
Investment trusts enjoy record year for fundraising as they back a new wave of innovation November 11, 2021, Investors Chronicle, By Mary McDougall Investment trust fundraising amounted to £11.4bn in the first 10 months of the year, a record for the ancient fund structure which is now financing a new wave of innovation. Most striking is the […]
