JLEN Environmental Assets - Update from QuotedData

1^st December 2023

Backing the green hydrogen revolution

JLEN Environmental Assets (JLEN) and the wider renewable energy sector have seen discounts to net asset value (NAV) widen to unprecedented levels as investor sentiment wavers in the face of higher interest rates. JLEN's 20.2% discount to NAV is hard to fathom given the fundamental strength of its investment case and future growth opportunities.

Undeterred, JLEN's managers are focusing their efforts on laying the foundations for future NAV growth, with investments in green hydrogen, for example (there are many colours of hydrogen but green is the most sustainable and environmentally friendly as it produced by splitting water through electrolysis using electricity generated from renewable sources). This is a sector that is predicted to grow 500 times by 2050, requiring $5trn of infrastructure investment.

JLEN has around 10% of its portfolio in assets under construction or development, including two green hydrogen projects in Germany. As they reach maturity, such projects can act as a catalyst for capital value growth. Priority funding rights on further green hydrogen schemes may also provide valuable opportunities to grow JLEN's NAV.

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