Opportunistic investments in distressed, undervalued or underperforming assets, projects or businesses offer significant value creation upside for investors with diverse operational skill sets such as Quinbrook. This opportunity set requires deep industrial insight and perspective, whether it involves the repowering of a mothballed project site through to the restructuring of a financially distressed asset portfolio.
As the built and operational asset fleet in renewables and storage grows over time and power markets shift and change in response to policy and regulatory pivots, the viability of certain technologies and business models will come under threat and some will inevitably succumb to those challenges. This fact, together with rapid technological obsolescence, will create enduring opportunity for investors such as Quinbrook with a long track record of successful investment in ‘turn around’ and restructuring situations.
