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+--- Thread: CAFD (/showthread.php?tid=1347)
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RE: CAFD - Dividendsrule - 11-11-2015
Thanks much ETD. Gonna do it. Appreciate the feedback now and earlier.
Wondering about the long term efficiency of wind...But I think it should be fine if not a tad erratic (hard to predict wind efficiency quarterly). Should certainly benefit on a macro level from all of the green/renewable tailwinds, emotional excitement, etc.
The regulatory environment certainly favors renewables. Why not take a bite.
I also like that the yieldco is almost the sponsor, in this case.
I believe that management indicated that if/when PEGI market cap exceed 2.5 billion, the sponsor will fold into the yieldco, instead of vice versa.
RE: CAFD - Dividendsrule - 12-29-2015
Just sold my CAFD at a very hefty profit, and my PEGI at a minor profit...Just wanted to pay down some margin, and saw the chance...Putting the gains against my LNCO losses.
Didn't sell because I thought they were bad.