It’s great to see David Stevenson and Investors’ Chronicle’s Valentina Cipriani both tip SEIT this month.

Some messages from Val:

“SDCL is a little different from the average renewable infrastructure trust investing in, for example, wind or solar farms. Instead, it focuses on the theme of energy efficiency, starting from the idea that about two-thirds of the energy we produce gets lost in the processes of generation, transmission and distribution.”

“While risks do exist, the discount to NAV appears disproportionate for a portfolio that is generating cash and has potential for further growth.”

Read more from Val here: https://lnkd.in/eQ5YSjSt

To read David’s piece, click here: https://lnkd.in/e2evRAZm