“Provaris Energy represents a unique investment opportunity as a leveraged play on the growing shift to alternative energy and carbon reduction, particularly in Europe, but applicable on a global basis,” RaaS analyst Andrew Williams wrote. “The keystone to production and growth is the company’s proprietary ‘storage tank’ IP, enabling greater volumes of compressed gases to transport at lower cost (‘more for less’). The company holds a material early-mover advantage with a number of strategic partnerships and two hydrogen supply, offtake and shipping agreements expected to become unconditional over the next 12 months. Growth and diversification opportunities are readily evident and the growth pathway could be considered somewhat open-ended from an investment perspective. The current focus on Northern European markets is strategic with large addressable markets, diverse monetisation pathways and where political and social acceptance of the need to transition and the availability of capital is high. Importantly, the distance to markets is relatively small in a region with an increasingly integrated infrastructure network.”

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https://www.provaris.energy/research-reports