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Polaris Renewable Energy Inc T.PIF

Alternate Symbol(s):  RAMPF

Polaris Renewable Energy Inc. is engaged in the acquisition, development and operation of renewable energy projects in Latin America. It operates 82 megawatts (MW) geothermal facility in Nicaragua, three run-of-river hydroelectric facilities in Peru, with a combined capacity of approximately 33 MW, a 25 MW solar plant facility in Dominican Republic, a six MW run-of-river hydroelectric facility in Ecuador and a 10 MW solar plant in Panama. Through its subsidiary, Emerald Solar Energy SRL, it operates the Canoa I Solar Park located in the Barahona Province, Dominican Republic. Its San Jacinto-Tizate Geothermal plant is located in northwestern Nicaragua, in the sire of San Jacinto, municipality of Telica, 20 kilometers from the city of Leon. Its Vista Hermosa Solar Parks are located in the village of Vista Hermosa, Corregimiento de Pueblos Unidos, Aguadulce district, Cocle Province. Through its subsidiary Generacion Andina SAC, it owns 8 de Agosto, a Run of River hydroelectric operation.


TSX:PIF - Post by User

Comment by MiningMonsteron Sep 22, 2011 3:46pm
166 Views
Post# 19073502

RE: Are 10 times earnings out of wack?

RE: Are 10 times earnings out of wack?RJ,
Im sorry to say that yes this is way out of whack to use EBITDA to value RPG let alone 10x EBITDA is plain crazy.  Its like mortgaging your house several times over and then claiming that its value including all the debt is still 10x the years rent.  Cosmic likes to use an inflated EBITDA multiple because it completely ignores the massive amount of debt with RPG that is destroying their cash flow and in turn the entire company.  Its the only way he can post a positive number for a price target.  So to answer your question, 10x EBITDA is irrelevant and complete nonsense. 
To give you an example of a company that also is having difficulty and debt on the books, if you look at Yellow Pages, YLO, they are trading at less than 1x EBITDA.  They also pay their shareholders a huge dividend and have positive cash flow, I can't say the same for RPG so they should be valued much less than this. I cannot think of any company with revenue that is trading at the valuations Cosmic dreams of, let alone RPG which should carry one of the heaviest discounts of any company due to the unproven viability and awful management team. 
You seem like a really well meaning guy and Im telling you please compare RPG valuation to at least the peer group before you purchase any more, it is not cheap like the share price alone  would lead you to believe.  You will have a chance to buy the financing at 20 cents so dont worry about missing out on anything. Good luck.
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