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Bullboard - Stock Discussion Forum Northland Power Inc T.NPI

Alternate Symbol(s):  T.NPI.P.A | T.NPI.P.B | NPIFF

Northland Power Inc. is a Canada-based global power producer focused on helping the clean energy transition by producing electricity from clean renewable resources. The Company owns and manages a diversified generation mix, including onshore renewables, natural gas energy, as well as supplying energy through a regulated utility. Its facilities produce electricity from clean-burning natural gas... see more

TSX:NPI - Post Discussion

Northland Power Inc > Brian Acker
View:
Comment by tony08 on Sep 28, 2023 12:36pm
Following the ultra-quick and simplistic "analysis" of Mr Hacker who evaluates the book value in the $18 while admitting that these are their evaluation and not the real current figures, it is easy to understand that these are the current interests rates which make him way too cautious.   He doesn't even comment on all of the recent successful funding announcements of the ...more  
Comment by BayWall on Sep 28, 2023 1:02pm
I agree. He diverges from all the other analysts. Both pessimistic and optimisitic assumptions should be viewed cautiously. The most reliable is what the company is doing. Closed the financings on two large projects. Transparent with future revenue flows and cash flows. Looks like they got a handle on effective hedging and can secure long reasonable interest rates. Interest rates go up and down. ...more  
Comment by BayWall on Sep 28, 2023 2:37pm
Brian treats the stock as a financial instrument which competes with treasury notes. It's the dividend vs treasury note yield. Company future and fundamentals are ignored. But what else can he say when a caller at random asks about Northland? Interesting to see how the Scottish portfolio will pan out financially. Floating windfarm involved. For now Hai Long and Baltic have added value to the ...more  
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