2024-03-07 12:38:09 ET
Summary
- TransAlta is a Canadian power producer, still generating the majority of revenues from fossil fuels but with an important pipeline of renewables plants under development.
- Its hybrid structure could make it a good investment opportunity in the transition to clean energy, with the thesis supported by the result of my DCF model.
- However, three major risks are at stake: high dependence on electricity prices, large revenues concentration in Alberta and delays in construction of renewable projects.
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For further details see:
TransAlta: The Transition Must Accelerate