Comments on: Buying Innergex – Texas Was Bad, But Not That Bad http://www.altenergystocks.com/archives/2021/05/buying-innergex-texas-was-bad-but-not-that-bad/ The Investor Resource for Solar, Wind, Efficiency, Renewable Energy Stocks Sat, 14 Aug 2021 18:35:48 +0000 hourly 1 https://wordpress.org/?v=6.0.9 By: Tom Konrad Ph.D., CFA http://www.altenergystocks.com/archives/2021/05/buying-innergex-texas-was-bad-but-not-that-bad/#comment-7142 Sat, 14 Aug 2021 18:35:48 +0000 http://www.altenergystocks.com/?p=11020#comment-7142 In reply to Veritas1010.

I answer questions about the stocks I follow for my Solar & EV level supporters on Patreon. https://www.patreon.com/tomkonrad.

]]>
By: Veritas1010 http://www.altenergystocks.com/archives/2021/05/buying-innergex-texas-was-bad-but-not-that-bad/#comment-7140 Sat, 14 Aug 2021 17:35:34 +0000 http://www.altenergystocks.com/?p=11020#comment-7140 Hello Sir,

I am new to this web site – didn’t know it existed until today!

I wrote this on an alternate renewable energy site today (08-14-2021) but am not sure you received it, it was an older link from May, 2021.

I often blog on Seeking Alpha web site on renewable energy firms being a small and independently directed investor. I have a background in engineering and teaching.

Please see below:

Dr. Konrad,

Thank you for your analysis. I am late to the game here and the company sits in the upper $15 range.

I weathered though the February storm here and was as surprised as any one else by the duration and depth of the cold.

That said, I too am a private investor. I also own shares in several renewable energy firms. Inergx seems the weakest financially of several companies in the field compared to: TRSWF, AY, CWEN. We will leave out NEE, NEP, BEPC, etc., as that is not a fair comparison in size. TransAlta and Atlantica Sustainable are however more in fair line for evaluation, Canadian, English and international (AY).

How do you now seem INERGX presently? Has your thesis changed any? I noticed HydroQuébec took a huge position ($19.6M USD this past July) I also noticed Black Rock sold 63% of its holdings in April this year reducing exposure to only 3.6% ownership of float.

Please feel free to contact me directly if you would like to discuss further, nsranch1@yahoo.com. I am considering a nibble here possibly.

Thank you, hope to talk with you soon

]]>
By: Veritas1010 http://www.altenergystocks.com/archives/2021/05/buying-innergex-texas-was-bad-but-not-that-bad/#comment-7139 Sat, 14 Aug 2021 17:27:11 +0000 http://www.altenergystocks.com/?p=11020#comment-7139 Dr. Konrad,

Thank you for your analysis. I am late to the game here and the company sits in the upper $15 range.

I weathered though the February storm here and was as surprised as any one else by the duration and depth of the cold.

That said, I too am a private investor. I also own shares in several renewable energy firms. Inergx seems the weakest of several companies in the field compared to: TRSWF, AY, CWEN. We will leave out NEE as that is not a fair comparison in size. TransAlta and Atlantica Sustainable are however more in fair line for evaluation, Canadian, English and international (AY).

How do you now seem INERGX? Has your thesis changed any?

Thank you, hope to talk with you.

]]>