Post by
fairweather1 on Feb 04, 2021 10:01pm
next announcement after Panama?
Althought they've definitely focused on small/medium projects up to now, I remember CEO emphasizing that there might be something bigger in the works. So, after Panama is finalized, I wonder if we might see something a bit bigger leveraged (hence the new cash infusion).
Having said that, I don't mind smaller additions, as they are harder to screw up badly.
As for why recent stock surge, I can't help but think it simply has to do with valuations realative to sector. book value and p/e are vastly better than companies like Boralex, Innergex, ...
The only thing polaris lacks is a bit more diversification, but that is clearly coming.