Updates

Smart Metering Systems - Now up to £60.7m of annualised recurring rental revenue

April 2018

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

SMS represents a unique investment proposition. To recap, the government has mandated each energy supplier must offer the installation of a smart meter to every home by 2020. As at end of September, only 9.44 million smart and advanced meters had been installed, leaving 43m outstanding. SMS has agreements with nine UK domestic energy suppliers who in total give it access to 6.5 million prospective installations. A meter asset costs it roughly £200 but has a 12% yield, which is government backed, index linked and runs to perpetuity.Its latest results to 31 December show sales were up 18% to £79.6m. Asset installation and energy management accounted for £27.5m and £3.4m, respectively and the real gravy – the meter asset management si ...

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ImmuPharma

Smart Metering Systems (May 2019)

Smart Metering Systems (March 2019)

Smart Metering Systems (November 2018)

Smart Metering Systems - Investing £10m+ a month in smart meters (October 2017)

Smart Metering Systems - Shares up £1 on month (September 2017)

Smart Metering Systems - Annualised recurring revenue up 20% to Â£41.3m (April 2017)

Smart Metering Systems - Annualised recurring revenues climb 28% to £41.3m (March 2017)

Smart Metering Systems - One to stick the crown jewels into (October 2016)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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