Crius Energy Trust Tr Unit CRIUF

Bloomberg Interview

[Windsorman]

https://www.bloomberg.com/news/videos/2016-08-09/crius-energy-ceo-value-creation-in-solar-financing?cmpid=yhoo.headline

[Sukhi19]

Thanks, Windsorman.

[deisman03]

Sounds OK until you look at the risks. That looked and sounded more like a commercial than anything else. I do appreciate this but I saw that on Bloomberg and was suspicious of it right away. I suspect some other investors with deeper pockets than I have feel the same way. Way to many loose ends IMHO. This is of course just IMHO.

[Sukhi19]

I went through their Investor day presentation. No doubt that there are too many moving parts and factors. But as long as they are increasing the customers, revenues will grow though margins will vary. Their pay out ratios, with 5% and 10% annual distribution growth, are below 80% which should allow absorption of any negative fluctuation. Diversity of products, geography and sale channels ensures

[deisman03]

Sukhi, Maybe you can tell me where Reuters gets there 5-1 PE ratio from??? That would indicate a 20% per annum return overall. No way that's happening with buy and hold for income investors even at this price level. Understand, I still hold my positions. In some accounts regretfully at this point but still not at a loss.

[Sukhi19]

TSX shows their P/E as 5.5. P/E around 10 in my opinion is good. I do not see what is the problem with that. Usually when EPS is in negative, they do not show P/E on TSX. But may be company is providing the P/E by following a different accounting procedure. I wish, I knew everything!

[StocknerdEQcool]

A lot of Ponzi schemes started out as legitimate companies until their business plans are falling off. Two things should raise the red flags. One is the quantities in share growth without real capital injection into the company such as Crius now with book equities in less than total capitals raised from the market, meaning losses somewhere; the other thing is no real reputable investors on the

[deisman03]

Sukhi, that would be impossible, especially with imaginative accounting. Right now their PE ratio is closer to 11-1 and recently was at 13-1 if only distributions are used as the deciding factor. Way to much misinformation on this trust and IMHO it is raising concerns for some big investors.

[Sukhi19]

PE is one of many factors. There are many others which I won't like to list as everybody is aware of them.   As of now, it is suffice to stay that I am comfortable with my decision. Stop Prices are as follows:- Longs: $7.96 Shorts : $8.60 Management owns 8% and CEO bought 10,000 units at $8.74 recently. Six institutions recently bought 8,581,300 subscription receipts at $8.45. I have no

[deisman03]

Sukhi, My comments aren't meant to be negative. I can see people taking them that way though. I just have questions I can't seem to find answers for and after the JE fiasco a few years ago I will admit to being skeptical. The solar energy investment is shaky IMHO. The hiring of the ex JE manager is also questionable to me. He may very well be the only honest manager JE had and that's

[Sukhi19]

I agree with you. There is no doubt that this business is complicated. I am also of the view that ex JE manager must have been honest and would have left because of the boss lady. It seems that KWH.UN is better of the two.

[pennydredful]

The  lady  that  got  into  Canada  via  a  marriage of  convenience  and  makes   at  least  2 million  per  yesr. ?

[StocknerdEQcool]

CPG  SP @30/06/2014 was $47.29,   at  what price today ?? Hold Kwh-un for 0.06 cents distribution tomorrow. SP ???

[deisman03]

C'mon Scool is that all you've got??? Everybody knows you don't have to own KWH.UN tomorrow to get the distribution as long as they owned it on date of record. As for that little shabby single star??????????? Becca ????????

[deisman03]

This is getting a bit ridiculous. IMHO way oversold/undervalued.

[Sukhi19]

I agree. Nibbling below $8.30 and will nibble more once the distr money is in account tomorrow. Will bid low (Around $8.19). Won't mind 9% yield. Since it has been increased three times recently, there is no threat to distr. Otherwise 9% yield would be a cause for concern.

[deisman03]

Sukhi, I can see where you are coming from and if the fundamentals on this trust were any different I would have been on the run after the second distribution yield so quickly after the first one. That is exactly what JE did just before it tanked the first time and then it tanked again after it went to quarterly payouts. I am still positive on this trust. I picked up another thousand yesterday at

[deisman03]

There is one technical indicator that has always compelled me to be positive about this trust. The lows have always been higher since they bottomed in the $4 range. The highs on the other hand have been progressively lower over the past year and are quickly approaching the crossover. This could cause things to go in two different directions very quickly. If it turns up and positive all will be

[deisman03]

One other thing to take into account. Very few institutional analysts are following this trust. That isn't a bullish indicator either. Maybe just to many fires in other places are distracting their attentions???? Or maybe nothing here to draw their attention??????

[Sukhi19]

deisman,  Analysts from big institutions like TD,CIBC, BMO and  RY do not follow small companies. Whenever people see opportunities else where  they will take profits from thier $6.80 buys. It is very hard to sit on profits. Even we took profts over $9. I tried oil sect but have realized that Canadian oil companies will find it very hard to compete with middle east/US companies and

[deisman03]

I've been burned to many times using stop losses thankyou. As for the institutions you mention, they all were invested in this trust at one time or another over the last year. The largest holder to my knowledge is RBC. As far as tradition goes KWH.UN doesn't have a lot of tradition to follow and its results have been anything but traditional for its entire existence. It's almost