TPI provides its latest research note on Light Science Technologies Holdings plc (LST.L).

The global megatrends of increasing water scarcity, unabated climate change, heightening population and relentless urbanisation are accelerating the international reduction in the stock of arable-grade land per capita.

Such circumstances are seen not only to prospectively undermine the world’s traditional farming model, but also heighten food insecurity for the worst affected countries/regions, whose governments also increasingly recognise their populations’ vulnerability to a potential breakdown of international supply chains, as was recently exemplified during the worldwide Pandemic.

Such looming circumstances alongside opportunities now presented through modern, technological approaches to controlled environment agriculture (‘CEA’), prompted LST’s Board in 2019 to found a new division, Light Science Technologies Limited (‘LSTL’), as a one-stop contract and service supplier to this rapidly developing sector that encompasses activities such as vertical farming, agronomic science and ‘bespoke’ horticultural solutions ranging through product prospective manufacturing, consultancy, project design and commissioning.

This wholly-owned operation sits under the Group holding company umbrella alongside its long-established and cash generative UK-based contract electronics manufacturing (‘CEM’) business, UK Circuits and Electronics Solutions Limited (‘UKCES’). While the two divisions might be expected to generate asymmetrical returns, the complementarity of their respective operations means both remain central to the business plan, with the latter facilitating turnkey product design, manufacturing and system controls as part of the former’s tailored solutions that initially at least will be directed toward rapidly expanding European and APAC target markets.

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We would draw your attention to the various disclaimers in the document both at the beginning and at the end of the note. Retail clients (as defined by the rules of the FCA) must not rely on the research document. In particular you should note that the research document is a non-independent marketing communication. The analyst who has prepared the research is aware that TPI provides research to Light Science Technologies Holdings. Accordingly the research has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibitions on dealing ahead of its dissemination.

The information in the document is published solely for information purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. The material contained in the document is general information intended for recipients who understand the risks associated with equity investment in smaller companies. It does not constitute a personal recommendation as defined by the FCA or take into account the particular investment objectives, financial situation or needs of individual investors nor provide any indication as to whether an investment, a course of action or the associated risks are suitable for the recipient.

Copyright © 2021 Turner Pope Investments (TPI) Limited, all rights reserved


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