Will they secure the dividend and fund buybacks?

What is AI slop and why should investors care?

With 70% of global energy being wasted and energy efficiency emerging as a critical pathway to net zero, our latest Vantage interview explores an often-overlooked investment opportunity. SDCL Energy Efficiency Income Trust (SEEIT) targets investments in energy efficiency projects that deliver cheaper, cleaner and more reliable energy. Currently trading at a 40% discount to NAV with a 12% dividend yield, this UK 250 company offers exposure to: 1) a £1.5bn portfolio of assets operating across 10 countries; 2) 50 commercial projects from electric vehicle charging to district energy; 3) long-term contracted revenues from creditworthy counterparties; and 4) growing policy support.

In this interview, fund managers Tamsin Jordan and Ben Griffiths explain how SEEIT is positioned to capitalise on what the International Energy Agency identifies as essential for achieving 2030 emissions targets.

ICL Group is a global specialties-driven minerals company. It targets leadership in the bromine, phosphate and fertiliser markets, and is recognised as having a highly competitive potash business. It was founded more than 100 years ago, has over 12,000 employees worldwide, a market cap of around $6.3bn and last year reported revenues of $7.5bn. If its latest profits make ICL sound potentially attractive – $1.8bn in adjusted EBITDA with a 4.7% dividend yield – there are seven more things Edison believes every investor needs to know about the dual-listed stock.