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Intro Capital and Legal Structure - 7 Oct 24

Summary and Description - 7 Oct 24

Investment Discussion - 7 Oct 24

Investment Discussion - 7 Oct 24

SARRIA News -INTU
Consolidated Energy – As Straightforward As Ever - Model Update
Aengus McMahon
Consolidated Energy – As Straightforward As Ever - Model Update
Aengus McMahon

Please find our updated analysis here.

Consolidated Energy (CONSEN) is never dull, and the last three months have seen the Proman loan being repaid with a mixture of

Aengus McMahon
Aengus McMahon
Consolidated Energy - comment
Aengus McMahon

For now, it’s just an idea, but the pitch from Proman for methanol-fuelled power in the Caribbean is potentially positive for

Aengus McMahon
Aengus McMahon
Consolidated Energy - comment
Aengus McMahon

The new USD 330 million TLB will fund the calling of the remaining USD 223 SUNs. This will layer the remaining outstanding SUNs with

Aengus McMahon
Aengus McMahon
Consolidated Energy - comment
Aengus McMahon

The multiple paid for the stakes in CNC and N2000 is at the high end of what we would expect, but not outrageous. The $100m cash that

Aengus McMahon
Aengus McMahon
Consolidated Energy - comment
Aengus McMahon

The 30-point recovery in CONSEN bonds over the last couple of days has been a pleasant surprise, even if the quantum of the leap belies a dearth of

Aengus McMahon