Rebel Investment

Join the Green Energy Revolution
with this new clean energy provider

What is it?

A new player in the green and renewable energy space with both an environmental mission to focus on clean and renewable energy and a social mission to address fuel poverty. Launching in February 2021, they have a strong management team and will make unique use of robotics in their back office processes. Following in the footsteps of unicorns like Octopus, this is a chance to become a shareholder at a very low valuation and enjoy tax free growth through the EIS scheme. The minimum investment is £25,000.

Who is the investment partner?

Rebel Energy is run by people with senior level experience in both established players and challengers. With a clearly defined mission and through developing their own intellectual property with their robotics partner they can be in the lower quartile on price comparison sites yet maintain healthy margins by having a lower headcount than their competitors. They will acquire clients through social media, comparison websites, targeted direct marketing and PR.

What are the forecast returns?

This should be regarded as a private equity investment with a view to capital gains as the company grows. The shares are not traded on a public exchange so must be viewed as illiquid and to be held for a minimum of three to five years.

Any special features?

The Enterprise Investment Scheme gives generous tax breaks both up front with 30% offset against income tax (a £100,000 investment would only cost £70,000), freedom from inheritance tax after two years and freedom from capital gains tax after three years. Given the likely increase in CGT this could prove to be a valuable exemption.

Where does it fit in
my portfolio?

Interested?  Please watch our chairman Graham Rowan’s interview with Rebel co-founders Dan Bates and Penelope Hope:

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DISCLAIMER

The Beaufort Society is a trading style of Beaufort Investor Club Limited which is not authorised or regulated by the Financial Conduct Authority (FCA). The Beaufort Society does not provide any financial or investment advice. We can provide a referral to a regulated advisor who will offer appropriate advice, or to the company offering an investment who will determine your suitability for the investment prior to any offer being made. We strongly recommend that you seek appropriate professional advice before entering into any contract. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances it might be difficult to sell at any price.

Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the FCA or covered by the Financial Services Compensation Scheme and you will not have access to the financial ombudsman service. Information is provided as a guide only, is subject to change without prior notice and doesn’t constitute an offer of investment. These investments are restricted to persons who are high net worth, sophisticated or professional investors or who take independent advice from an authorised independent financial advisor.