ACF Equity Research

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ACF Equity Research is an independent research house specialising in the highest specification independent equity research for corporate clients.

We deliver premium independent corporate sponsored equity research characterised by its accuracy, clarity and foresight based upon a fundamental valuation approach.

Our independent research is designed to educate our professional investor readers about your company, with an emphasis on clear and accurate explanations. Our mission is to improve company’s liquidity through credible equity research services, excellent international distribution and reliable access for investment managers.

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Our team of analysts are independently minded individuals who believe in thoroughness, technical competence and clear punchy communications.

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Research from ACF Equity Research, ACF Equity Research

Research from ACF Equity Research

Equity Bottom-Up

Mast Energy Developments / Equity Bottom-Up

<ul>
<li>Mast Energy Developments plc (MAST.L, LSE Standard List) is a flexible power generation plant owner, developer and operator targeting &gt;300 MW of new, grid critical, generation for the UK flexible power market by 2030.</li>
<li>We value the first 150 MW. MAST’s refocused cash‑first, modular scale‑up strategy has monetised Pyebridge, is de‑risking Hindlip (£5m Powertree JV) and locking‑in attractively priced high‑visibility Capacity‑Market (CM) cash flows.</li>
<li>The UK power grid faces a 10‑12 GW flexibility gap by 2030 as wind‑and‑solar (intermittent generation) penetration accelerates. </li>
</ul>


Mast Energy Developments plc (MAST.L, LSE Standard List) is a flexible power generation plant owner, developer and operator targeting &gt;300 MW of new, grid critical, generation for the UK flexible power market by 2030.
We value the first 150 MW. MAST’s refocused cash‑first, modular scale‑up strategy has monetised Pyebridge, is de‑risking Hindlip (£5m Powertree JV) and locking‑in attractively priced high‑visibility Capacity‑Market (CM) cash flows.
The UK power grid faces a 10‑12 GW flexibility gap by 2030 as wind‑and‑solar (intermittent generation) penetration accelerates. 


Mast Energy Developments - Lights On, Engines Revving