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QDE
Quantum Data Energy PLC
260/1000 Overall fit
AI beneficiary 35% 10
Operating leverage 25% 48
Valuation 25% 30
Downside protection 15% 18
First-pass take
Zero AI exposure in traditional reserve power generation. Despite 77% revenue growth at Pyebridge, company remains loss-making (−£1.1m) with negative equity (−£1.24m). Material going concern doubt; reliant on RiverFort funding and Pyebridge execution. Early-stage, capital-intensive portfolio expansion with limited downside protection.
Flags
going-concernnegative-equityloss-makingfunding-dependentno-ai-exposurecash-burnno-valuation-dataregulatory-riskclimate-risk