Added to YB: 2026-03-18
Pitch date: 2026-03-16
SEIT.L [bullish]
SDCL Efficiency Income Trust Plc
+0.44%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
SDCL Energy Efficiency Income Trust PLC invests in energy efficiency projects. The company was incorporated in 2018 and is based in London, United Kingdom.
Market Cap
GBP 492.8M
Pitch Price
GBP 0.46
Price Target
0.88 (+90%)
Dividend
14.01%
EV/EBITDA
N/A
P/E
11.90
EV/Sales
10.20
Sector
Capital Markets
Category
dividend
Bonus Bonkers Bargains - $SEIT.L
SEIT.L: 14% dividend yield (1.2x covered), 48.1% discount to NAV (87.6p vs 45.4p), £148M unlevered FCF annually. Upside: Red Rochester (21% NAV) w/ 25% customer growth + 38MW added capacity; Primary Energy (10% NAV) to benefit from Nippon Steel's $3B US Steel investment restarting blast furnaces Feb 2026; Onyx >400 projects completed. NAV uses harsh 9.7% discount rate.
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