Disruptive utility provider growing strongly in the UK market

Founder CEO leads company, with large shareholding

In this December stock pick, we venture into the gas and electricity providers market, to highlight a disruptive, fast growing UK company, providing fixed-price energy to businesses, with a capital light model. In this post, I explore the durability of the business, how it is affected by variations in gas and electricity prices, break down the main risks to the business and how they are controlled, and why it has a durable business model, and finish with an appraisal of its value and future prospects.