ENGQF News and Press, Engie SA From 05/09/23

2023-05-09 19:32:00 ET Summary The Top 40 European utilities will invest a total of €128bn in 2023. According to the European integrated utilities' capital expenditure plans, 48% of their investments will be dedicated to renewables, representing about €46bn in total....

2023-05-01 17:44:53 ET Summary The money supply is shrinking and the Federal government is gobbling up an ever-growing percentage, starving private businesses of growth capital. abrdn Global Infrastructure Income Fund invests in infrastructure companies that should be able to deli...

2023-04-21 15:01:03 ET Summary Engie is a French-based utility company shifting its focus from conventional sources (including nuclear) and doubling down on renewables with a massive CAPEX plan. The company has one of the least leveraged balance sheets of any major utility with a ...

Summary Plug Power expects to scale up green hydrogen generation capacity to 200 tons per day by end 2023, making it the largest producer of liquid hydrogen in the world. With more green hydrogen plants coming online, Plug Power can generate hydrogen at one-third the cost that they are ...

Summary Engie SA reported outstanding financial results for FY22, with group EBITDA increasing by 30% and NRIgs increasing by 78%. Engie's guidance for the next few years is reasonable, with a healthy dividend payout ratio. If the market were to re-rate Engie SA up to its 10-year av...

Summary In a difficult year, Engie delivered a solid set of numbers (and is taking full advantage to fuel new investment opportunities). Stronger DPS proposal to €1.4. Engie is now yielding 10%, but it's a positive one-off. Lower results are expected in 2023, so we maintain o...

Summary Conditions in Europe, the US, Asia, (everywhere!) are favourable for massive wind expansion. There are many challenges involved with electrification through wind power, but these are out in the open and being addressed today. FAN (First Trust Global Wind Energy ETF) of...

Summary ENGIE's restructuring plan is ongoing. Equans disinvestment is completed for more than €6 billion. ENGIE is reassuring the market that there will be no gas cut in France over the winter. There are more upsides than downsides, however, we prefer to maintain a neu...

Summary A potential gas price cap could be the short-term solution. Looking at Uniper transaction and the latest development. Too many risks to consider and no guidance provided by the company. A current no go. Here at the Lab, we extensively cover the European gas s...

The most important, and economically viable, pair trade in the market is: short fossil fuels - long renewables. Yes, yes, please hear me out. Before you click away, I will address dilemmas and hindrances to my thesis, including governmental inefficiency, wasteful spending, and risky i...