ENAKF News and Press, E On Ag Namen-Akt From 03/26/21

An internationally weighted portfolio will inevitably have a dividend payout weighting favoring the months of March, April, and May (as well as November/October/September, usually). This is because many international/European stocks have annual or bi-annual payouts centered around mon...

This article continues my coverage of E.ON. A European Energy Network and Supply business that offers an attractive yield and exposure to electrification in Europe. The dividend is not well covered and with German withholding taxes, many will see it as risky. Probability weigh...

This article initiates my coverage of National Grid. Utilities can provide a good yield and a safe harbour to ride out the current low sovereign yield, high stock price storm. Electrification is a strong tailwind that will increase asset bases and so provide long-term rewards thro...

2020 guidance on target: EBITDA 2.15-2.45 billion euros, net income 0.85-1.15 billion euros, dividend target 0.85 euro/share. RWE, a major global investor in renewables, especially offshore wind with interests in Europe, the US, and emerging markets in Japan, Taiwan, South Korea. ...

The following slide deck was published by E.ON SE in conjunction with this event. For further details see: E.ON (EON) Capital Markets Story - Slideshow

E.ON SE (EONGY) Q3 2020 Results Earnings Conference Call November 11, 2020, 05:00 AM ET Company Participants Verena Nicolaus-Kronenberg - Head of Investor Relations Marc Spieker - Chief Financial Officer Conference Call Participants Deepa Venkateswaran - Bernstein Research Peter Bisztyga - Ba...

The following slide deck was published by E.ON SE in conjunction with their 2020 Q3 earnings call. For further details see: E.ON SE 2020 Q3 - Results - Earnings Call Presentation

This article initiates my coverage of The Renewables Infrastructure Group. With government support, assets with 30 years of life, fixed energy contracts, diverse across generation & geographies and a strong dividend. As the risk-free rate falls NAV has become inflated, the cur...

The following slide deck was published by E.ON SE in conjunction with this Read more ...

Investment Thesis Currently, I am "neutral" on RWE ( OTCPK:RWEOY ) as its legacy fossil fuel businesses partially negate the excellent growth opportunities, thus making the stock between fairly and overpriced in value. Company Summary RWE, headquartered in Essen, Germany, was founded i...