Share tips: Profit from the coming energy crunch

This unloved energy giant is well-placed to profit from Britain's much-needed infrastructure upgrade, says Paul Hill.

The UK and Germany are facing the threat of an energy crunch by 2020. After last year's Fukushima accident, both countries are finding it harder to attract the inward investment into their electricity grids needed to replace the old nuclear/coal capacity that is being decommissioned over the coming years.

Energy firm E.On has already taken a €2.5bn charge in 2011 for the immediate shutdown of eight out of Germany's 17 nuclear power stations together plus a €1bn tax grab. So the near-term picture is tough for the group.

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.