Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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150. The new Valuation of Wind Assets
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Manage episode 440119745 series 2470912
Content provided by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managing Partner of Augusta Co, one of the most seasoned investment bankers in the wind sector.
After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.
Mortimer talentedly explains how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.
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I will be chairing a free Seminar on the future of Green Energy procurement with Ofgem, KPMG, S&P Global and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.
Link to Register.
Renewabl day: The future of renewable energy procurement · Luma
…
continue reading
After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.
Mortimer talentedly explains how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.
--------------------
I will be chairing a free Seminar on the future of Green Energy procurement with Ofgem, KPMG, S&P Global and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.
Link to Register.
Renewabl day: The future of renewable energy procurement · Luma
178 episodes
MP3•Episode home
Manage episode 440119745 series 2470912
Content provided by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
As Europe has reached 270GW wind power (vs 150GW USA), corresponding to a value of 500bnEUR, we dig into the value of those assets. Gerard being out, Laurent brought his friend Mortimer Menzel, Managing Partner of Augusta Co, one of the most seasoned investment bankers in the wind sector.
After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.
Mortimer talentedly explains how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.
--------------------
I will be chairing a free Seminar on the future of Green Energy procurement with Ofgem, KPMG, S&P Global and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.
Link to Register.
Renewabl day: The future of renewable energy procurement · Luma
…
continue reading
After describing the past gloom (interest rates, inflation, supply chain, Ukraine), we analyse the fundamentals of the market and turn out to be very optimistic for the years ahead, both onshore and offshore.
Mortimer talentedly explains how the risks and markets have evolved over time and what impact they will have on future valuations. Overall, he is bullish as ever.
--------------------
I will be chairing a free Seminar on the future of Green Energy procurement with Ofgem, KPMG, S&P Global and Renewabl, the award-winning platform I seat on the Board of, at the law firm Wedlake Bell, on Thursday 3/10 at 4pm. In the City of London. Super technical.
Link to Register.
Renewabl day: The future of renewable energy procurement · Luma
178 episodes
All episodes
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