Viewing Company Polaris Infrastructure | StockChase
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Compiling comments that experts make about stocks while on public TV.

Polaris Infrastructure Stock Symbol: PIF-T

Notes:

Formerly Ram Power (May 2015)

Last Price Recorded: $15.0600 on 2017-02-27

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Date Signal Expert Opinion Price
2017-02-16 TOP PICK Fabrice Taylor

Geothermal energy in Nicaragua.  They have a fantastic PPA with the grid operator there.  They pay a dividend and have raised it twice in the last few months.  They pay in US$.  There is upside in the form of higher production.    There is a chance you might get a bid from a bigger operator.  (Analysts’ Target: $22.33).


Price:
$15.920
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2016-12-02 PAST TOP PICK Fabrice Taylor

(A Top Pick Oct 8/15. Up 47.87%.) Operates a geothermal plant in Nicaragua. They basically punch holes in the ground, draw steam up, and it turns turbines. This also has a US$ dividend. He still likes this and thinks it still has upside. Payout ratio is 50%.


Price:
$14.600
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-10-03 SPECULATIVE BUY Lyle Stein

It is a little junior for him.  They are in geothermal in Nicaragua.  It is a one plant operation in a third world country.  It is risky.  It ticks all the right boxes, however. 


Price:
$17.700
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
2016-09-12 BUY Craig Porter

The company has doubled in the last 6 months.  They are a geothermal company that sells electricity to governments.  It seems like a decent company.


Price:
$15.750
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-09 COMMENT Fabrice Taylor

Thinks that the run on this can continue. They have enough things in the works to increase their dividend which is paid in US$. They have drilled some holes which looks pretty promising. They have equipment that they can add on to the plant which adds a lot of megawatts. For every megawatt they add, they add about $1 million US of cash flow. Definitely thinks the dividend is heading higher, and he could see the stock reaching $20 in the next year or so.


Price:
$15.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-03-09 BUY Fabrice Taylor

An energy producer. Has a geothermal plant in Nicaragua. They have cash flow and initiated a dividend this year. Dirt cheap. He really likes this and has been buying a lot of it. Trading at a massive discount to its BV. Have some good upside. Some of their drilling programs could bring in significant more cash flow.


Price:
$7.350
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-08 TOP PICK Fabrice Taylor

A turnaround story that was recently recapitalized to reduce their debt.  They have a geothermal plant in Nicaragua.  It is only operating at 2/3rds capacity.  It is cranking out lot of free cash flow.  They have a much bigger reservoir that they have been studying.  The world bank is happy to fund them.  There may be some M & A.  There is a dividend.


Price:
$10.600
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Yes
2013-05-07 BUY Rick Rule

Thinks it will go higher from here but not see its all time highs any time soon.  Operations have turned around and financial risk is out of the stock.


Price:
$0.190
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Unknown
2013-04-15 WAIT Robert Lauzon

Converted to dividend paying company late last year so market was focusing on looking at last quarter results and could they sustain the dividend.  The results showed increase debt, which surprised market.  Strategic review today did not tell market much so that is why it is down. 


Price:
$0.175
Subject:
ENERGY
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-05 COMMENT Rick Rule

Thinks they are out of the woods operationally. Brought their phase 2 power plant online and are about to refinance the bridge and mezzanine (?) debt, which lowers their interest charge.


Price:
$0.250
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2012-03-06 COMMENT Rick Rule Geothermal. Has been a particularly painful speculation for him. They have had some management issues. Brought its phase 1 plant on time and on budget. Suspects if they get through this calendar year, on time and on budget with phase 2, that they will be taken out next year.
Price:
$0.300
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2011-07-04 DON'T BUY Jeff Parent B. Eng. FCSI To put it into perspective, the stock was $2 and change and is now less than $0.50. Doesn't see any good news in this. There is a lot of selling indicating people are trying to get out of it fast. Volume has dropped off. It is very sporadic right now. Any contracts that have been announced are not having any major impact.
Price:
$0.480
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2011-04-26 SELL Jason Donville Doesn’t know if they will get the approvals they need. By September you are into tax loss selling, so move on now.
Price:
$0.890
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
SELECTIVE
Owned:
Unknown
2010-03-10 TOP PICK Rick Rule Likes the US geothermal space. They get very generous subsidies. Focus is not to find geothermal but to finance, build and operate geothermal plants. This company has the best range of experience in this space. $150 million cash.
Price:
$3.040
Subject:
RESOURCE
Bias:
CAUTIOUS on RESOURCES
Owned:
Yes
Showing 1 to 14 of 14 entries

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