Clearway Energy’s CFO Chad Plotkin joins the podcast to talk about the renewable energy business. Clearway Energy (CWEN), known previously as NRG Yield (NYLD), is one of the biggest owners of renewable energy facilities in the US. Tune in to hear Chad talk about the history of the company, the Global Infrastructure Partners (GIP) acquisition, and how CWEN’s diversified asset portfolio differentiates this yieldco from the others. It’s an extremely insightful interview, especially for investors who want to learn more about the natural deleveraging that occurs for renewable energy businesses.
Public Company
Mark Harding is the CEO and CFO of Pure Cycle Corporation (PCYO). Pure Cycle owns significant water rights in Colorado and provides water and wastewater services to residential, commercial, and industrial customers. Tune in to hear Mark talk about the fascinating subject of water rights in Colorado, the outlook for Pure Cycle to grow cash flows, and the compelling investment case for PCYO stock.
Pure Cycle Corporation is developing a large residential community just east of Denver, CO. But that’s not all Pure Cycle owns – the company possesses the water rights to a large swath of land east of Denver, which will be used for the benefit of Sky Ranch, the master-planned community, but also for oil and gas development in the region.
Steve Newby is the Founder and CEO of Summit Midstream Partners (SMLP). Tune in to hear Steve discuss Summit’s operations, his view on industry fundamentals, and what Steve and his team are doing to grow the business and improve cash flow stability. It’s a great interview that highlights the disconnect between a positive outlook and a seemingly mispriced security!
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.