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CAFD
#13
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.
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#14
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.
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