On 4 October 2022, Hardman & Co partnered with the London Stock Exchange (LSE) to bring investors a specialised Investor Forum featuring companies handpicked from the LSE’s Green Economy Mark report. During the session we hosted a live debate on the effect of corporate ESG and sustainability initiatives on shareholder returns.
Starting with CyanConnode, CEO John Cronin and CFO Heather Peacock took investors through the company’s vast growth opportunities in India, robust order book and strong partner relations, as well as further prospects in the UAE.
Blackbird was then introduced as a cloud-native content creation and distribution platform, known for its efficiency and innovative technology. CEO Ian McDonough positioned the company as a high-growth business ready for upscaling, whilst keeping a keen eye on ESG initiatives and the overall sustainability footprint.
Alex O’Cinneide, CEO of Gore Street Energy Storage Fund, concluded the presentations with a snapshot of the company’s diverse portfolio of energy storage investments – a unique asset class in its own right. Delivered to investors as a reliable dividend/income play, the company was presented as a well-established business, with a longstanding, strong financial performance.
We rounded off a successful event with a first for Hardman & Co’s Investor Forums: a live debate between all three presenting companies.
As investors see the sustainability agenda shifting from the sidelines to being integral to many management teams’ overall strategy, we set out to answer the core question: where does this leave shareholder returns?
CyanConnode is a leading global vendor of intelligent communications solutions, bringing together narrowband RF mesh and cellular technologies, and the Internet of Things (IoT), to create a highly scalable platform for transmission, collection and analysis of data. The company is headquartered in Cambridge, UK, with offices in India and Sweden.
Blackbird plc engages in the development and commercial exploitation of cloud-based video technology. The firm offers products under the brands of Forscene and CAPTEVATE. It serves broadcasting, professional Web video, education, and consumers markets. The company was founded by Stephen B. Streater in 1998 and is headquartered in London.
Gore Street Energy Storage Fund plc is a UK-based investment company. The company’s principal activity is to invest in a diversified portfolio of utility-scale energy storage projects primarily located in the UK and the Republic of Ireland, although the company also consider projects in North America and Western Europe. The company seeks to provide shareholders with a significant opportunity to invest in a diversified portfolio of utility-scale energy storage projects.
The investor pack from the Forum, featuring speaker bios and all the research notes in one place, is available here. Please sign up here if you would like to join our mailing list for Hardman Talks events and future Forums.