Capstone Infrastructure Corp T.CSE.PR.A

Alternate Symbol(s): CPOIF

Utilities Utilities - Diversified

Capstone Infrastructure Corp is a Canada-based company, which is engaged in owning and operating infrastructure businesses. The Company operates as a power producer that is focused on providing clean, renewable energy to homes and businesses across North America. The Company develops, owns and operates thermal and renewable power generation facilities with a total installed capacity of 570 megawatts across 28 facilities in Canada. It operates wind, hydro, solar, biomass, and natural gas power plants. Its operated facilities include Amherstburg Solar Park, Cardinal Power, Dryden, Erie Shores Wind Farm Fitzpatrick Mountain, Ganaraska, Glace Bay, Glen Dhu, Goulais Wind Farm, Grey Highlands Clean Energy, Grey Highlands, Hluey Lakes, Sechelt, Springwood, Whittington, Napier and Sumac Ridge wind.

TSX:CSE.PR.A - Post by User

Capstone Infrastructure Corp

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Comment by anon314on Aug 03, 2014 7:30am

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Post# 22805860

RE:hi,

I rather like CSE and have bought it as a back shelf investment - buy and hold for a very long time. Things I like:

The dividend, which I think they can cover even if the next two fiscal years are tight
Twenty year contract at Cardinal and removal of that risk
Bristol. I think water will be one of the most important investments of the next generation - think of what is happening in Toledo right now or the American southwest.
Some growth from the Renewable Energy Developers pipeline of projects
The mix of assets and the mix of geographies
De-risking to the investor with the drop in stock price

Biggest risk IMO: management. If management shows consistent performance, I think the stock will rise. If not, there is not much premium for them now.

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