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Bullboard - Stock Discussion Forum Algonquin Power & Utilities Corp T.AQN

Alternate Symbol(s):  AQN | T.AQN.PR.A | T.AQN.PR.D | AGQPF

Algonquin Power & Utilities Corp. is a Canada-based diversified international generation, transmission, and distribution company. The Company through its two business groups, the Regulated Services Group, and the Renewable Energy Group, provides sustainable energy and water solutions through its portfolio of electric generation, transmission, and distribution utility investments to over one... see more

TSX:AQN - Post Discussion

Algonquin Power & Utilities Corp > Preferred series A reset rate - 6.469% - DEC 4 news
View:
Post by marcrobert on Dec 04, 2023 6:47pm

Preferred series A reset rate - 6.469% - DEC 4 news

There we go. Do nothing= keep series A and do not choose to convert to series B

Current price $20.60. Effective Series A yield for the next 5 years starting 2024
 = 6.469% on $25 face value ($1.61725 div) = $7.85% on the current price of $20.60. If you want 7.85% for 5 years, do nothing, i.e. do NOT choose to convert to series B (higher for now, but likely lower soon enough).

"With respect to any Series A Preferred Shares that remain outstanding after January 2, 2024, holders thereof will be entitled to receive quarterly fixed cumulative preferential cash dividends, if, as and when declared by the board of directors of the Company (the "Board"). The dividend rate for the 5-year period from and including December 31, 2023 to but excluding December 31, 2028 will be 6.469%, being equal to the 5-year Government of Canada bond yield determined as of today plus 2.94%, in accordance with the terms of the Series A Preferred Shares.

With respect to any Series B Preferred Shares that may be issued on January 2, 2024, holders thereof will be entitled to receive quarterly floating rate cumulative preferential cash dividends, if, as and when declared by the Board. The dividend rate for the 3-month floating rate period from and including December 31, 2023 to but excluding March 31, 2024 will be 7.982%, being equal to the 3-month Government of Canada Treasury Bill yield determined as of today plus 2.94%, calculated on the basis of the actual number of days in such quarterly period divided by 365, in accordance with the terms of the Series B Preferred Shares.
Comment by oilandgasmick on Dec 04, 2023 6:54pm
Thanks very much to the people who commented on this. Yes, the obvious choice is to not to convert but stick with series A and a very healthy return especially when you consider that interest rates on GICs are probably headed down over the next few years. AQN has some serious debt issues but it shouldn't be much problem to cover the preferred share dividends. This investment has been a good ...more  
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