[odyd 1,340]

To start discussion

[odyd 1,340]

ABY has one of the best yields for yieldco, and it costs a lot less per share than TERP, they are paying $1.60 per share in 2015 and plan to pay $2 to $2.10 in 2016, this is 8.4% yield. They also reported profit in Q2. TransAlta Renewables costs about $12.5 CAD per share and pays $0.84 per year in dividends. Same yield. No solar only adding this month. Profitable as well.

[Paybak66 41]

ABY has one of the best yields for yieldco, and it costs a lot less per share than TERP, they are paying $1.60 per share in 2015 and plan to pay $2 to $2.10 in 2016, this is 8.4% yield. They also reported profit in Q2. TransAlta Renewables costs about $12.5 CAD per share and pays $0.84 per year in dividends. Same yield. No solar only adding this month. Profitable as well.

"No sloar only adding this month"? Pls clarify? Thx Sent from my iPad using Tapatalk

[odyd 1,340]

TransAlta bought its first solar plant this month, mostly hydro and wind assets they had to this point.

[explo 648]

These are more attractive yields than CAFD. I'm not sure sponsor relation is a positive for the yieldco. High yield and no or low IDR cap on future divend growth is what I look for. Do you now the IDR terms of ABY and TransAlta?

 

[odyd 1,340]

I did no have time to make a serious comparison, but it is interesting to do so. I know that TransAlta is very stable in price and pays regularly as my wife has it. I do not think IDRs are in RWN. TO

[odyd 1,340]

Abengoa reporting profit

http://finance.yahoo.com/news/abengoa-yield-reports-third-quarter-131452256.html

[explo 648]

Many of my yieldcos have reported and the dividend growth announcements are just crazy. I can understand why low yields were accepted before. 66% YoY DPS growth for ABY in 2015 and 33% guided for 2016.

[odyd 1,340]

Abengoa (parent) goes insolvent, scenario of surviving yieldco?

http://finance.yahoo.com/news/abengoa-begins-insolvency-proceedings-failed-080718223.html

[explo 648]

Yes, this will be interesting to follow. Are the yieldcos the good kids of the bad parents? Will death of parent release their full potential?