Crius Energy Trust Tr Unit CRIUF

big dividend cut imminent ?

[spacegimp]

I cant imagine this continues much longer without a 50% divy cut . Margins being squeezed severely last few quarters , debt rising  , the sooner they cut the better . Perhaps they made some amazing forward commodity purchases 3 or 4 months ago that boosts earnings in the next few quarters  but i think the trend of squeezed margins in this sector is not going away .

[predawn]

LOL  nice try there mr shorter LOL next quarter will be huge Last quarter was GREAT there not cutting the dist;;;;;

[deisman03]

IMHO, with the one time cost of shutting down Solar, their earnings will be fine.  At this point, that would just be another signal for the shorts to attack again.  Distribution cuts, can and often do cut both ways. That's why Just Energy is at it's present price. They cut the distribution and the stock price never recovered anywhere near its $12+ highs. IMHO a

[predawn]

add to the fact of the markets at a 2018 low ??interest rate scares  etc

[Sadie222]

Which is why they’re building up their higher-margin portfolio and dropping those that are too tight. costs going down, revenues going up.

[MrEvilx]

makes no sense.. stock price has nothing do with decision about dividend cut or hike ..  company is focusing on higher margin customers, solar drain is almost gone... NCIB happening, Insiders are buying..the more units they buy and cancel the less divvy burden on the company..  The company doesn't cut dividend because the yield is 17.5% ..  what are you even talking about

[MrEvilx]

CLARIFICATION : The more units Crius buys and cancels through NCIB, the less burden on the company...   

[deisman03]

I don't see them buying through NCIB at this point and they already said they've stopped.  DRIP is a great way for people to compound their earnings on a monthly basis, especially when distribution levels are so high as compared to price.  Right now that should be working in a similar manner to NCIB other than it's kicking the pay out can down the road and if it gets to

[retailisdead]

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[retailisdead]

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[QuantGuru]

The deregulated energy market has a lot of room for growth and Crius is very well positioned. The management is experienced and they are doing the right things which will boost the profitability in the coming quarters. Most of what you are saying is just the nature of the business... divvy is safe!

[deisman03]

When stock is part of their pay package, it isn't usually bought and paid for by the recipient.  When I was working there were two ways to get such stocks.  One was when they came as part of a pay package or the other when they came as a bonus.  The recent shares were PURCHASED by the insider, neither were part of a pay package or a bonus from what I can see. 

[retailisdead]

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[deisman03]

Are you talikd about 3% on the  retail residential customers or are you quoting numbers while SOLAR was still a drain.  Of course your spewing numbers from the SOLAR drain becaue their first quarter without that drain won't happen for another 2 months.  Good try though. You've obviously crunched the numbers but you've deliberately left information out. 

[retailisdead]

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[QuantGuru]

retailisdead, distributable cash was $4.4MM in the third quarter because of $2.2MM non-recurring charges, $3.4 negative performance from solar, and $5.2MM in increased upfront selling cost... Accounting for these, distributable cash should be around $15.2MM a quarter which is more than enough to sustain the current dividend. There are also other cost savings which they said is around annual run

[deisman03]

retailisdead wrote-  I'm assuming you know what POR is. If you don't, heaven help you. Read more at https://www.stockhouse.com/companies/bullboard/t.kwh.un/?postid=29089382#vpzi1ekxQbB56Duu.99 Yes I know what RCE is and yes I understand how they calculate.  As for POR, I used to sign off on POR sheets every day I worked. I also know the numbers on those