Part 2 of the interview with NRG Energy‘s EVP and CFO, Kirk Andrews. The second part of the interview addresses some of the changes the company has gone through over the past several years, the Transformation Plan that was outlined in mid-2017, and Kirk’s capital allocation philosophy. Importantly, Kirk talks about the potential uses of cash over the next few years. It’s a great interview with a CFO for whom I have a ton of respect.
Renewables
Kirk Andrews, EVP and CFO of NRG Energy (NRG), discusses the history of NRG and describes some of the big factors that have affected the merchant power generation industry since the turn of the century. Part 1 of the Kirk Andrews interview provides some really interesting background on the power business in general, and fascinating insights into possibly the most underappreciated subsectors in the market today.
Mike Garland, President and CEO of Pattern Energy (PEGI), is a wind energy veteran who leads one of the most formidable wind energy companies in North America. Mike provides an enormous amount of context and insight into the wind energy business and the outlook for the industry, as well as critical perspectives as to how investors should be thinking about the PEGI investment thesis.