Daily Ideas·Pitch·GRP.L·2025年9月18日

GRP.L stock pitch - 2025-09-19

Theodosian Capital
YellowBrick

GRP.L (update): Wind generation 15% under budget yet delivered €68.7m cash (1.8x dividend cover). Trades 28% discount to 101c NAV despite structural renewables demand. >25% merchant volumes contracted to 2030 via 8yr avg PPAs. €200m excess cash 2025-29 (25% mkt cap). 7.3x 2026 P/E, 9.8% yield.

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