Crius Energy Trust Tr Unit CRIUF

Utilities Utilities - Diversified

"Crius Energy Trust through its subsidiaries is engaged in the sale of electricity and natural gas to residential and commercial customers under variable price and fixed-price contracts. The company, through its subsidiaries, also markets solar products to its existing customers as well as to new prospects. It provides retail electricity to its customers in the Connecticut, Delaware, District of Columbia, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsy

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Crius Energy Trust Tr Unit > Analyst Day - highlights

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Comment by campston Jan 23, 2019 11:42am

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Post# 29270590

RE:RE:Analyst Day - highlights

The new distribution policy is clear.

sotypical wrote: SO?? why did this guy not clarifiy the dist payout?? talk about pure BS on both partys here its rediculous

HermannHaller wrote:
The presentation covered financials and sales strategy. Bottom line - 2019 should be much improved, and the stock price is well below peers.

Financials:

embedded margin continued to grow in Q4, up 8% y/y

many costs in 2018 were one-time, or will be discontinued (solar)

pro-forma payout ratio 57% (with a 17% yield!)

pro-forma leverage only 1.1x

Sales

will continue to focus on margin over customer count (so expect more customer losses)

look for improvement on sales partnerships (ie. Comcast)

consolidate brands, cut costs

52 week high on stock is $9.47, if it got back there the stock would still have a yield over 8%.