11-11-2015, 12:43 AM
(This post was last modified: 11-11-2015, 12:49 AM by Dividendsrule.)
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.
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.