TransAlta Renewables

Hab mir heut ma ne Posi TransAlta Renewables geholt.

Hier dazu die Investoren Präsentation vom Sept 2020
https://www.transaltarenewables.com/wp-content/uploads/2020/09/TransAlta-Renewables-September-2020.pdf

Hier nochmal kurz worum es bei TransAlta geht
(Auszug aus TransAlta Renewables Reports Second Quarter 2020 Results)
https://www.transaltarenewables.com/2020/07/31/transalta-renewables-reports-second-quarter-2020-results/

TransAlta Renewables is among the largest of any publicly traded renewable independent power producers (“IPP”) in Canada. Our asset platform and economic interests are diversified in terms of geography, generation and counterparties and consist of interests in 23 wind facilities, 13 hydroelectric facilities, seven natural gas generation facilities, one solar facility and one natural gas pipeline, representing an ownership interest of 2,527 megawatts of owned generating capacity, located in the provinces of British Columbia, Alberta, Ontario, Québec, New Brunswick, the States of Pennsylvania, New Hampshire, Wyoming, Massachusetts, Minnesota and the State of Western Australia. Our objectives are to (i) provide stable, consistent returns for investors through the ownership of, and investment in, highly contracted renewable and natural gas power generation and other infrastructure assets that provide stable cash flow primarily through long-term contracts with strong counterparties; (ii) pursue and capitalize on strategic growth opportunities in the renewable and natural gas power generation and other infrastructure sectors; (iii) maintain diversity in terms of geography, generation and counterparties; and (iv) pay out 80 to 85 per cent of cash available for distribution to the shareholders of the Company on an annual basis.

 

TransAlta Renewables Reports Third Quarter 2020 Results

https://www.bloomberg.com/press-releases/...ter-2020-results-kgw5aqev

Third Quarter 2020 Highlights

  o Comparable EBITDA^(1) of $96 million, a $10 million or 12 per cent
    improvement to the same period in 2019
  o Adjusted funds from operations ("AFFO")^(1) of $76 million, a $7 million
    or 10 per cent improvement to the same period last year
  o Cash available for distribution ("CAFD")^(1) of $73 million or $0.27 per
    share in the third quarter, an increase of eight per cent on a per share
    basis as compared to the same period in 2019

Year-to-Date 2020 Highlights

  o Comparable EBITDA^(1) of $329 million, a $16 million increase over the
    same period last year
  o Adjusted funds from operations ("AFFO")^(1) of $261 million, a $18 million
    improvement to the same period in 2019
  o Cash available for distribution ("CAFD")^(1) of $232 million or $0.87 per
    share in the quarter, an increase of six per cent as compared to the same
    period last year

 

Kann jemand was zur heutigen Entwicklung sagen. Ich habe bisher nichts gesehen, und da die Entwicklung hier in dem Maße ja doch eher unüblich ist... bin bereits seit Jahresanfang dabei.  

Mir ist auch nixs bekannt, außer die portfolioerweiterung.
Es schien aber auch kein großes handelsvolumen gegeben zu haben.
Deshalb eher unbedeutend heut, wenn auch schön, denk ich mal.  

Und danke für die Antwort.
Da will man sich dieses Jahr sicher nicht drüber beschweren  

 

TransAlta Reports Fourth Quarter and Full Year 2020 Results, Provides 2021 Outlook and Announces Carbon Neutrality by 2050

https://www.bloomberg.com/press-releases/...utrality-by-2050-kltfxr2f

Fourth Quarter 2020 Financial Highlights

  o Comparable EBITDA^(1) of $234 million compared to $243 million for the
    same period in 2019
  o Free Cash Flow ("FCF")^(1) of $52 million or $0.19 per share in the
    quarter compared to $121 million or $0.43 per share for the same period in
    2019

Full Year 2020 Financial  Operating Highlights

  o Comparable EBITDA^(1,3) of $927 million compared to $928 million for the
    year ending 2019 adjusted for PPA Termination Payments (as defined below)
  o FCF^(1,3) of $358 million or $1.30 per share compared to $379 million or
    $1.34 per share adjusted for one-time PPA Termination Payments received in
    2019
  o Strong availability of 90.3 per cent compared to 90.0 per cent for 2019
  o Reduced our carbon emissions by 4.2 million tonnes representing a 20 per
    cent reduction compared to 2019
  o Returned $61 million of capital to shareholders with the repurchase and
    cancellation of 7,352,600 common shares at an average price of $8.33 per
    share through our normal course issuer bid (" NCIB") program
  o Reached our target balance of $1.2 billion of senior corporate debt
  o Increased the common share dividend by 6% to an annualized dividend of 18
    cents per share

Other Highlights & Updates

  o Announced goal of carbon neutrality by 2050
  o Added net 67 MW of wind generation through our acquisition of a 49 per
    cent equity investment in the Skookumchuck wind facility
  o Completed first boiler conversion to gas for Sundance 6
  o Achieved commercial operation of WindCharger, 10 MW battery storage
    facility and Alberta's first utility-scale energy storage facility
  o Mining operations at Highvale mine to be discontinued by Dec. 31, 2021 and
    will cease firing with coal in Canada effective Jan. 1, 2022
  o Replaced existing power purchase agreement with BHP Billiton Nickel West
    Pty. Ltd. ("BHP"), extending the term from Dec. 31, 2023 to Dec. 31, 2038
  o Closed AU$800 million of secured financing from the South Hedland Power
    Station ("TEC Offering")
  o Received final tranche of investment by an affiliate of Brookfield Asset
    Management of $400 million in preferred shares of the Company pursuant to
    the Investment Agreement entered into on Mar. 22, 2019
  o Together with our partner, Tidewater Midstream & Infrastructure Ltd.,
    entered into a Purchase and Sale Agreement with ATCO Gas and Pipelines
    Ltd. ("ATCO") to sell the Pioneer Pipeline for a purchase price of $255
    million ($127.5 million net to TransAlta). This agreement replaces the
    Company's previous agreement from second quarter 2020, to sell its
    interest in the Pioneer Pipeline to NOVA Gas Transmission Ltd. ("NGTL")
  o The Company's Board adopted a Diversity and Inclusion Pledge that commits
    the Company to advance diversity and inclusion in the workplace. By
    undertaking this pledge, the Company will seek to remove systemic barriers
    that may prevent diverse employees from thriving, including visible
    minorities, Indigenous people, members of the LGBTQ2S+ community, persons
    with disabilities, and women
  o Retired Centralia Unit 1 maintaining the Company's commitment under
    Washington state's Energy Transition Bill
  o Announced the retirement of Dawn Farrell, President and Chief Executive
    Officer by Mar. 31, 2021 after leading the Company for almost a decade.
    John Kousinioris was appointed President and Chief Executive Office to be
    effective Apr. 1, 2021

2021 Outlook

  o Comparable EBITDA range of $960 million to $1,080 million, up 10 per cent
    from 2020 at the mid-point
  o FCF range of $340 million to $440 million, up 9 per cent from 2020 at the
    mid-point
  o Sustaining capital range of $175 to $210 million

 

TransAlta Renewables Reports First Quarter 2021 Results and Closes Acquisition  of 303 MW Asset Portfolio including 274 MW of Wind Capacity from TransAlta

https://www.bloomberg.com/press-releases/...folio-including-274-mw-of

First Quarter 2021 Highlights

  * Comparable EBITDA ^(1) of $123 million, a $5 million or four per cent
    improvement to the same period in 2020
  * Adjusted funds from operations ("AFFO") ^(1) of $93 million, in line with
    the same period last year
  * Cash available for distribution ("CAFD") ^(1) of $90 million or $0.34 per
    share in the first quarter, in line with the same period in 2020

Significant & Subsequent Events

  * The Company completed the previously announced acquisition of a 303 MW
    asset portfolio from TransAlta Corporation:

       * On Feb. 26, 2021, the Company closed its direct interest in the 207
         MW Windrise wind project for $213 million
       * On April 1, 2021, the Company completed the acquisition, through a
         subsidiary of TransAlta, of a 49 per cent economic interest in the
         137 MW Skookumchuck wind facility and a 100 per cent economic
         interest in the 29 MW Ada cogeneration facility. The economic benefit
         of the transaction is effective Jan. 1, 2021 and the economic
         distributions will be commencing in the second quarter and include
         earnings from the first quarter

 

https://seekingalpha.com/pr/...es-reports-second-quarter-2021-results  

TransAlta Renewables Reports Third Quarter 2021 Results

https://seekingalpha.com/pr/...les-reports-third-quarter-2021-results

 

TransAlta Renewables (TSX: RNW) sieht sich in Bezug auf seine Kent Hills-Projekte in New Brunswick mit erheblichem Gegenwind konfrontiert. Nach einem ersten Turmversagen im Oktober, bei dem eine Windturbine zu Boden stürzte, war das Unternehmen gezwungen, den Betrieb einzustellen und zu untersuchen, was genau passiert war.

Wie sich herausstellte, lag die Ursache für das Versagen in Konstruktionsmängeln bei den Fundamenten der Windtürme. Infolgedessen müssen insgesamt 50 Fundamente an den Standorten Kent 1 und Kent 2 ausgetauscht werden, was voraussichtlich nicht vor Ende 2023 abgeschlossen sein wird. Aufgrund von Sicherheitsbedenken werden die Windturbinen bis zur Sanierung der Fundamente vom Netz genommen, was bedeutet, dass die Einnahmen aus dem Projekt auf absehbare Zeit gestoppt sind.

In finanzieller Hinsicht wird die Einstellung des Betriebs von Kent Hills nicht billig werden. Erstens wird die Erneuerung der Fundamente das Unternehmen voraussichtlich insgesamt zwischen 75 und 100 Millionen Dollar kosten. Hinzu kommen 3,4 Millionen Dollar pro Monat, in dem alle Windturbinen außer Betrieb sind, was ungefähr 40,8 Millionen Dollar an entgangenen Einnahmen pro Jahr bedeutet. Die Turbinen werden jedoch einzeln wieder in Betrieb genommen, wodurch sich diese Auswirkungen etwas verringern.

Hinzu kommt die Ausgabe einer regresslosen Projektanleihe in Höhe von 222 Millionen Dollar, die unter anderem durch die Projekte Kent Hills 1 und 2 abgesichert ist. Dies hat zur Folge, dass das Unternehmen mit dieser Anleihe technisch in Verzug ist und nun mit den Kreditgebern zusammenarbeiten muss, um eine Verzichtserklärung und die erforderlichen Änderungen zu erhalten, da sonst die Anleihen und die damit verbundenen Zinsen fällig werden könnten.

Die Anlagen sind derzeit vertraglich verpflichtet, bis 2035 Strom an die New Brunswick Power Corp zu liefern, und das Unternehmen arbeitet mit dem Versorgungsunternehmen zusammen, um die Situation zu bereinigen.

TransAlta Renewables wurde zuletzt mit 18,00 $ an der TSX gehandelt.

Übersetzt mit www.DeepL.com/Translator (kostenlose Version)  

Bin raus, steigt zwar wieder der Kurs, aber die unsicherheiten sind mehr derzeit zu groß.  

 

bin gestern hier auch mal eingestiegen - leider zu 10,-
dann gings abwärts wegen leicht schlechteren aussichten :-(  

https://www.newswire.ca/news-releases/...look-for-2023-855653101.html

 

Noch Leute am Start ?  

 

warte auf die dividende  

Heut auch kräftig ab  

https://transaltarenewables.com/newsroom/...d-full-year-2022-results/  

Danke für den Thread, @Xarope . TransAlta ist seit heute auf meiner Watchlist, bleibe bis auf weiteres auf der Seitenlinie und lese mich erst mal weiter ein. 

Wurde gerade über diesen Artikel auf den Titel aufmerksam: 

Retirees: Make Your Nest Egg Way More Comfortable With Passive Income in Your TFSA

Retirees looking to bolster their monthly passive income should look to stocks like TransAlta Renewables Inc. (TSX:RNW) to stash in a TFSA.

 

,

 

Ziemlich durchwachsene Schätzungen und ordentlich viel Schulden.
Klasse Dividendenrendite (noch), aber wirklich preiswert ist der Titel bei einem KGV von über 17 nicht.
 

 

https://www.newswire.ca/news-releases/...egic-position-833099966.html

Mal schauen wann wir da  Nachricht bekommen!