The Weekend Podcast - eEnergy a fast growing company with huge tailwinds
Episode 2496, Jun 25, 2022, 08:07 AM
I’ve recently made a new investment in eEnergy #EAAS a company fits all my investment strategy filters.
And its in the hottest of sectors. In this podcast I talk about it, trying to convince Steve to do some research.
The reason why the markets are selling off is largely down to inflation, a huge headwind. The biggest contributor to inflation are energy costs. eEnergy solves this problem for companies.
This on its own is a big enough tailwind but it becomes significantly larger when you add the fact that they also make it possible & profitable for companies to achieve NET ZERO (the biggest megatrend out there today) at a lower cost.
eEnergy are also growing very quickly - revenue:
2021 - 2022 = 70%
Profitable - EBITDA:
2021 - 2021 = 250%
And are good value:
Current their enterprise value is only 1.3 x sales
And their pipeline keeps growing, signing record contract signings (including renewals) in Q3 of £8.6 million meaning their contracted forward order book has grown from £18m in December 2021 to £23m at 31st March 2022.
On top of all this they’ve just launched solar and EV charging solutions and say demand from both existing and new customers for onsite solar generation has been significant, signing heads of terms agreements worth £7.8m in Q3 & Q4 alone.
Fast growing, good value but importantly, it tackles two of the biggest headwinds out the today, energy inflation for companies and helps them get to Net Zero profitably (with no upfront costs): eEnergy #EAAS my newest investment:
https://youtu.be/hfY42ssl6Jg
And its in the hottest of sectors. In this podcast I talk about it, trying to convince Steve to do some research.
The reason why the markets are selling off is largely down to inflation, a huge headwind. The biggest contributor to inflation are energy costs. eEnergy solves this problem for companies.
This on its own is a big enough tailwind but it becomes significantly larger when you add the fact that they also make it possible & profitable for companies to achieve NET ZERO (the biggest megatrend out there today) at a lower cost.
eEnergy are also growing very quickly - revenue:
2021 - 2022 = 70%
Profitable - EBITDA:
2021 - 2021 = 250%
And are good value:
Current their enterprise value is only 1.3 x sales
And their pipeline keeps growing, signing record contract signings (including renewals) in Q3 of £8.6 million meaning their contracted forward order book has grown from £18m in December 2021 to £23m at 31st March 2022.
On top of all this they’ve just launched solar and EV charging solutions and say demand from both existing and new customers for onsite solar generation has been significant, signing heads of terms agreements worth £7.8m in Q3 & Q4 alone.
Fast growing, good value but importantly, it tackles two of the biggest headwinds out the today, energy inflation for companies and helps them get to Net Zero profitably (with no upfront costs): eEnergy #EAAS my newest investment:
https://youtu.be/hfY42ssl6Jg