2024-03-27 11:22:29 ET
Summary
- Central Puerto (CEPU) is the largest private energy generator in Argentina with 7 GW of capacity.
- CEPU has made accretive capacity expansions through acquisitions of assets from companies divesting Argentina exposure.
- The company faces macroeconomic challenges due to inflationary delays and a slow regulatory framework, making it less attractive at current prices.
Central Puerto ( CEPU ) is the largest private energy generator in Argentina by installed capacity, with 7 GW of thermal, hydro, wind, and solar capacity.
I have been recommending CEPU since April 2021 , accumulating a total return between stock appreciation and dividends of 435%. My latest article, from January 2023 , continued the Buy recommendation....
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Central Puerto Is No Longer An Opportunity Until There Is More Regulatory Clarity