Quantum Data Energy (LSE:MAST) reported a record month of electricity generation and revenue from its wholly owned 8.1 MW Pyebridge flexible generation asset in January 2026, reflecting strong demand for dispatchable capacity amid variable renewable supply. The site generated approximately 1.8 GWh during the month and 11.6 GWh over the past 12 months, delivering average revenues of around £290,000 per MW per year and achieving power prices well above prevailing wholesale levels, highlighting the strength and resilience of the group’s operating model.
Alongside its operational performance, the company is progressing development of its third flexible generation asset, the 5 MW Bordersley project. The site is moving toward financial close with co-investment from Power Balancing Services, with construction expected to begin immediately following close and first revenues targeted in the fourth quarter of 2026. The project represents another step toward the company’s longer-term ambition of building a 300 MW flexible generation portfolio.
During the period, Quantum Data Energy also modestly increased its issued share capital through warrant exercises, lifting total voting shares to approximately 176.5 million. Management said the additional equity reflects continued balance sheet support for the group’s expansion strategy as it scales its portfolio of flexible power assets.
Despite operational momentum, the broader outlook remains constrained by weak financial metrics, including ongoing operating losses, negative operating and free cash flow, and higher leverage. Market sentiment has also been pressured by a sustained share price downtrend, with only limited relief from mildly oversold technical indicators. Valuation provides little support given the absence of profits and dividend distributions.
More about Mast Energy Developments PLC
Quantum Data Energy PLC, also known as Mast Energy Developments PLC, is a UK-based developer, owner and operator of flexible generation power assets. The company provides modular power solutions to the UK grid and to AI data centres internationally, with core expertise spanning infrastructure planning, grid and gas connectivity and efficient power delivery. Quantum Data Energy is pursuing an AI-focused power strategy aimed at establishing itself as a leading AI infrastructure platform listed on the London Stock Exchange.
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