Comments for Alternative Energy Stocks

Comment on Yieldco Valuations Look Attractive by Alberto

Alberto — Fri, 19 Jan 2024 00:38:46 +0000

Great article! Some questions:
1. What about other Yieldcos as Hasi? I think Hasi numbers in 23-24 are similar to these 4.
2. I appreciate the allocation tips, that helps a lot. So if you have around 20% on these 4, did you rebalance the portfolio recently to get there?
3. Cadeler, are you just holding or did you take any benefits?
I am far from that 20%, I like your plan, but I need to rebalance first.
Thanks in advance!

Comment on 2023: Looking Up Like the 2009 Disney Movie by Alberto Bart

Alberto Bart — Sat, 09 Dec 2023 00:45:22 +0000

In reply to Tom Konrad Ph.D., CFA. Many thanks for your reply! PS: We miss your posts!

Comment on 2023: Looking Up Like the 2009 Disney Movie by Tom Konrad Ph.D., CFA

Tom Konrad Ph.D., CFA — Mon, 04 Dec 2023 22:11:06 +0000

In reply to Alberto Bart. Yes, I submitted mine. The combination company is stronger together. If you don't tender your shares, typically they get delisted and forcibly converted at the same price at a later date, but they can't be traded in the meantime. That's what typically happens, so I'm not 100% on that, but if they get over 50% of the shares submitted they can pretty much do what they want- they certainly won't be offering you more money later.

Comment on 2023: Looking Up Like the 2009 Disney Movie by Alberto Bart

Alberto Bart — Mon, 04 Dec 2023 21:36:12 +0000

Hi Tom! Any comment in Neti’s acquisition?
I guess that makes sense to swap Neti stock for Cadeler stock.
But I am curious about what could happen if I don’t do the swap now. Price could be better or worse, just gambling ?

Thanks in advance!

Comment on 2023: Looking Up Like the 2009 Disney Movie by Tom Konrad Ph.D., CFA

Tom Konrad Ph.D., CFA — Sat, 07 Oct 2023 21:56:24 +0000

In reply to Alberto. Makes me more bullish. Starting to feel like capitulation.

Comment on 2023: Looking Up Like the 2009 Disney Movie by Alberto

Alberto — Wed, 04 Oct 2023 06:05:08 +0000

Hi Tom, any comments in the last few days movements? Thanks in advance!

Comment on 10 Clean Energy Stocks for 2022-2023: The List by Tom Konrad Ph.D., CFA

Tom Konrad Ph.D., CFA — Fri, 25 Aug 2023 17:33:58 +0000

I’ll write here occasionally. Articles will likely be less stock-specific, and more about industry trends.

Comment on 10 Clean Energy Stocks for 2022-2023: The List by Andrew

Andrew — Fri, 25 Aug 2023 16:06:06 +0000

In reply to Tom Konrad Ph.D., CFA. No problem. Based on some of the things I've read here it sounds like you're preoccupied at this point with a fund that you're managing? Should I consider this website past tense?

Comment on 10 Clean Energy Stocks for 2022-2023: The List by Tom Konrad Ph.D., CFA

Tom Konrad Ph.D., CFA — Wed, 23 Aug 2023 15:20:42 +0000

Yeah, I’ve been falling down on the job. The performance has not been great- down in the teens percent, far works than the broad market and only a percent or two better than RNRG. I have not had a gap where I can write about the stocks individually, so that probably won’t happen.

Comment on 10 Clean Energy Stocks for 2022-2023: The List by Andrew

Andrew — Wed, 23 Aug 2023 15:15:54 +0000

Hi Tom. You mentioned that you planned to do a recap in July 2023 to review how this list performed over the past year and why. Just curious if this is still your plan. Thanks!