RE: What an update and totally NT to buy, 100% tomorrow?5 Aug 2025 16:28
Folks have no idea how big this could be:
If SAE scales up to, say, 1 GWh total storage (very plausible given UK BESS trends):
At similar economics to AW1 (EBITDA of £9m for 240 MWh), 1 GWh could generate:
£37–40 million EBITDA per year
Valuation at a 10x EBITDA multiple = £370–400 million total
SAE’s share (assuming 75%) = £275–300 million potential stake value
All IMO