Rondo Vs. Brenmiller- Which Presents A Better Investment Thesis?

The race to decarbonize industrial heat is heating up, and investors are pouring millions into thermal energy storage (TES) companies. So far, Rondo Energy has captured the spotlight, securing $187 million in funding from Breakthrough Energy and the European Investment Bank.

But while Rondo is making headlines for raising capital, an under-the-radar sector company is already executing its vision-and trading at a fraction of its potential value. That company is Brenmiller Energy (NASDAQ: BNRG). Based on the hundreds of millions in sector interest, it's a gap that could close quickly-for excellent reasons.

A comparative view of these two sector leaders supports that bullish presumption.

Rondo is Raising Capital, Brenmiller is Raising Revenues

Rondo's brick-based Heat Battery is an exciting concept, promising to store high-temperature heat from renewable electricity and release it on demand for industries like cement, steel, and chemicals. The company has successfully attracted investment but hasn't yet deployed at scale or generated significant revenue. While Rondo's vision is promising, there is still a long road ahead before it can prove its real-world efficacy on an industrial level. Scaling up a solution like this requires not just money but also overcoming significant engineering and infrastructure challenges, regulatory approvals, and integration into existing industrial processes.

Meanwhile, Brenmiller Energy isn't just talking about thermal energy storage's potential-it's already proving it. The company's bGen Trademark system is commercially operational, providing heat and steam for industries in Brazil, Israel, and Europe. Unlike Rondo, which is still in its early deployment phase, Brenmiller has secured and executed fully operational projects with industrial giants. The company has established a presence in the global TES landscape by working with top-tier energy players such as Entelios AG and TUTCO, as well as major food manufacturers in Israel. These aren't pilot programs or speculative deals-these are genuine, revenue-generating projects already making an impact on decarbonization efforts.

Additionally, in a sector where proof of concept is critical to success, Brenmiller has already moved beyond theoretical applications and pilot-stage demonstrations. The market hasn't caught on yet, but it will. Here's what could get noticed.

Brenmiller's bGen Trademark Flexibility Outperforms in Versatility

With Rondo's technology is primarily limited to high-temperature industrial heat, Brenmiller's bGen Trademark system may be a more flexible, multi-source storage solution. Rondo's bricks can store energy effectively but are tailored primarily for specific industrial use cases requiring high-temperature heat. That's great for sectors like cement and steel, but what about industries that need mid-to-low temperature heat, steam, or process heating? Rondo's solution may not be nearly as adaptable, meaning it may not be the best fit for a broad range of industries.

Brenmiller's bGen Trademark technology, on the other hand, stands out due to its ability to store energy from multiple sources-not just electricity but also waste heat, biomass, and other renewable sources. This means it can be deployed across a much wider range of industries, including power generation, food production, pharmaceuticals, textiles, and general manufacturing. The ability to provide hot air, hot water, and steam on demand makes it far more attractive to industries looking for a decarbonization solution that integrates with their existing processes.

This level of system versatility is precisely what industries need and want as they transition away from fossil fuels. A company looking to decarbonize its operations doesn't just want a heat battery that fits one specific use case-it wants a solution that can work across multiple applications and adapt to future energy sources. Brenmiller delivers on that promise, and that's an edge that shouldn't be ignored.

Brenmiller is the Best Kept Secret in TES Investing

Indeed, institutional and retail investors love a good undervalued growth story, and Brenmiller fits the bill perfectly. The company is already listed on NASDAQ, yet its market cap is a fraction of what it should be compared to its commercial traction. With the momentum behind decarbonization and clean energy investment, Brenmiller should be commanding much more attention from institutional investors and analysts. Yet, despite its operational advantages and proven commercial success, it has yet to receive the same level of interest or hype as Rondo.

Part of that could be because Rondo is privately held, meaning a handful of select, motivated investors get access to its upside-while Brenmiller is sitting in plain sight, waiting for smart money to move in. For retail and institutional investors looking for a publicly traded pure-play on thermal energy storage, Brenmiller represents one of the few legitimate options. With the increasing push for clean industrial heat solutions, it's fair to expect a re-evaluation and appraisal of Brenmiller's worth.

If Brenmiller had even a fraction of Rondo's funding, it could expand production, accelerate deployment, and lock in even more industry partners. Thus, the question investors should be asking is: Why isn't Brenmiller getting the same attention?

It's Time to Pay Attention to Brenmiller Energy

After all, they certainly should be and more. While Rondo Energy may be creating shareholder value with its funding announcements, Brenmiller is already proving it can execute, generate revenue, and scale globally. Therefore, the disparity in investment attention may not fairly reflect the reality of who is truly leading the thermal energy storage race. With a commercially deployed solution and a massive addressable market, Brenmiller may be the best pure-play for investors wanting exposure to the enormous value presented by global industrial decarbonization initiatives.

Don't underestimate the potential-the thermal energy storage revolution is here. Hence, is it better to invest in a company that needs more capital or in one that's already using it?

Sources and references:

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tracxn.com February 2022 : (Rondo) Raised $22 million in a Series A round led by Breakthrough Energy and Energy Impact Partners.

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tracxn.com June 2022 : (Rondo) Secured an additional $25.1 million in a Series A extension, with participation from Titan Cement.

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rondo.com August 2023 : (Rondo)Closed a $60 million Series B funding round, attracting investments from Breakthrough Energy, Energy Impact Partners, and other notable investors.

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rondo.com June 2024 : (Rondo) Announced 75 million (approximately $80 million) in project funding in collaboration with Breakthrough Energy Catalyst and the European Investment Bank. This funding is designated for three industrial decarbonization projects in Europe, focusing on sectors such as food, clean fuel, and chemical production.

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https://hawkpointmedia.com/brenmiller-bnrg/

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https://www.businesswire.com/news/home/20250108196249/en/

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https://www.businesswire.com/news/home/20250106799593/en/

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https://www.businesswire.com/news/home/20241231273783/en/

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https://www.businesswire.com/news/home/20241223885043/en/

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https://www.businesswire.com/news/home/20241025096917/en/

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https://www.businesswire.com/news/home/20241121411485/en/

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