[odyd 1,340]

Start discussions

[explo 648]

Q4 ER: http://finance.yahoo.com/news/pattern-energy-reports-fourth-quarter-110000579.html

Dividend raised 2.4% QoQ.

[explo 648]

Not sure why it dipped in the open, but up around 20% from the low of the day now.

[disdaniel 63]

so PEGI dividend is almost 10% above TERP, but stock price is over 60% above TERP?

I wonder if the down spike was someone seeing $0.38/qtr divi and thinking that was annual (i.e. big cut)?

[explo 648]

12 minutes ago, disdaniel said:

so PEGI dividend is almost 10% above TERP, but stock price is over 60% above TERP?

Yes even though pressured from highs it's rare to find other yieldcos that offer the same high yields as the SUNE ones (am that's why I am very over weighted on these). Some of them are still doing will like NEP with mid single digit yield.

12 minutes ago, disdaniel said:

I wonder if the down spike was someone seeing $0.38/qtr divi and thinking that was annual (i.e. big cut)?

Maybe, or usual head fake WS game in a yieldco confused market.

[odyd 1,340]

I bought them today,

for those who want to read the last cc

http://finance.yahoo.com/news/edited-transcript-pegi-earnings-conference-221553851.html

The dividend is paid to those on record for March 31st; payment is made April 29th,

We may do a dividend walk in April with CAFD

[odyd 1,340]

interesting marketing deck

http://files.shareholder.com/downloads/AMDA-25NBHH/1712411955x0x878283/E662D1BE-3F66-4ADE-A79C-ADFC3B76EB77/02.29.16_PEGI_marketing_deck.pdf

[disdaniel 63]

3 hours ago, odyd said:

The dividend is paid to those on record for March 31st; payment is made April 29th,

That is quite a float!

[odyd 1,340]

Different, not sure why, if you on record you got to wait longer for money.

Are you planning to get in? I was pleasantly surprised this was all wind, I also noticed they added 40% or so of the MW in the second part of 2015. They are looking to add 46% of CAFD in 2016.

An alternative to TERP while waiting for resolution.  I have not given up on TERP but I do feel better being outside under the circumstances.

[odyd 1,340]

HASI is having a dividend on record for holders on March 30th, I may put the other half into it.

http://finance.yahoo.com/news/hannon-armstrong-announces-0-30-203000410.html