Tag Archives: renewables sector

Alan Green talks to Liberum Analyst Sam Wahab about the renewables sector and his recent note on Clean Power Hydrogen #CPH2. Sam explains why he thinks the renewables sector is poised for growth and the opportunities for companies such as CPH2. He looks at how Hydrogen will play a critical role in reaching net zero, and why the development of the hydrogen economy is forecast to require a 650x increase in European demand for electrolysers by 2030, with an EU electrolysis capacity target equivalent to 40GW. Sam points to CPH2 and the Company’s aim to become a globally recognised designer, manufacturer and licensor of its MFE technology, targeting 4GW production capacity by 2030. He then looks at the MFE220 product and CPH2’s ambitious licensing model that is expanding globally. Sam sees the Company poised for growth, but the share price is currently trading at a deep discount to fair value