RWNEF News and Press, Rwe Ag Neu Essen Ord From 01/31/21

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...

Huge emissions reductions are needed by 2030 to address climate change. Projections for green hydrogen don't have significant impact before 2030. The core rationale for hydrogen is as a transportable energy storage system. Only green hydrogen energy is clean; currently, it is made alm...

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. ...

RWE Aktiengesellschaft (RWEOY) Q3 2020 Earnings Conference Call November 12, 2020 06:00 AM ET Company Participants Thomas Denny - Head, Investor Relations Markus Krebber - Chief Financial Officer Michael Müller - Chief Financial Officer Conference Call Participants Alberto Gandolfi - Gol...

The following slide deck was published by RWE Aktiengesellschaft in conjunction with their 2020 Q3 earnings call. For further details see: RWE Aktiengesellschaft 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...

BUI is showing positive performance YTD, which is a bit surprising. The fund has a solid long-term track record, though the current valuation isn't a screaming deal either. BUI fits an investor that wants CEF exposure to utilities/infrastructure, without leverage. For furthe...

This article first appeared on Trend Investing on August 13, 2020; therefore all data is as of this date. Wind energy, especially offshore, is rapidly growing in popularity due to lower costs and governments desire to move quickly to boost renewable energy capacity. Bloomberg states that...

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...

Investment Thesis I am currently "neutral" on E.ON (EONGY) (ENAKF) as its share price accurately balances the growth prospects of realised synergies and green investment, with the risks of decreased demand and operational changes that the company is undertaking. Company Summary E.ON is a...