TSE:NPI

Northland Power Inc (NPI.TO)

21.37
+0.12 (0.56%)
as of Aug 18, 2026, 7:16:06 pm Market Open.
631 watching
0
Investor Insights
star iconAug 18, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Northland Power Inc (NPI-T) has experienced a tumultuous period, primarily marked by a significant dividend cut that surprised many investors, leading to a temporary dip in confidence. Despite these challenges, there is optimism about the company's future, driven by two major offshore wind projects in Taiwan and the Baltic Sea expected to contribute positively to cash flow by 2027-2028. While some experts highlight the potential for the stock to recover as it de-risks with project completions, others remain cautious due to the company's previous execution challenges and current volatile market conditions. Analysts see a good long-term growth trajectory for renewables but emphasize that management must demonstrate consistent performance moving forward to regain investor trust and ensure price appreciation.

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Consensus
Cautious
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Valuation
Undervalued
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BEP.UN
DON'T BUY
Payout ratio is well in excess of what they are taking in. Company has stated that if certain things come together by 2014 the payout ratio will be 80%. He'd rather go with other utility companies.
TOP PICK
Building projects to double cash flow in 4 years time. Very stable and conservative.
COMMENT
Paying out more than 100% of earnings is not unusual for these types of companies as they pay out of cash flow rather than earnings. Wouldn’t be too concerned about this. 6% dividend. Good growth record and prospects going forward.
PAST TOP PICK
(A Top Pick April 14/10 Up 27.68%.) Likes the utilities because of the cash flow they are paying.
PAST TOP PICK
(A Top Pick March 31/10. Up 28.57%.) A “steady Eddie”. Fair bit of renewable power. Nice yield. Still likes and would Buy on a pull back.
BUY
This company had some transition issues getting to a corporation from an income fund. It has myriad assets that are diversified and renewable exposure, which he likes. There seems to be a growth profile in their pipeline, which is not reflected. Likes it for the yield. Some excellent renewable projects on the way.
PAST TOP PICK
(A Top Pick March 31/10. Up 26.79%.) Still likes but is now a Hold as it is pretty fully valued. Dividend is safe.
TOP PICK
Power producer with assets in Ontario and Germany and fairly green with natural gas, wind and biomass. Looking for 50% growth by 2016. Thinks their 7.5% yield is sustainable.
BUY
7.8% yield will stay the same after they convert. Some really good growth in this business. They not only run their plants, they also develop their plants. Cash flow will be very tight over the next couple of years because of projects coming on but this will result in a lot of growth. Not a fan of their German wind projects.
TOP PICK
Likes utilities. Yield of almost 8%. Low risk.
TOP PICK
Because of his view on the market, he is looking for yield and get paid while he waits. Could go sideways for a while. Good fundamentals. They're into co-gen, wind power and management has a big slice in it. 8.25% yield.
TOP PICK
Utility. Internalized management in the last year. 9% yield and management has indicated they can keep that for the next 5 years. Fairly stable business. Most of it is gas-fired power generation. Also getting him to wind energy.
PAST TOP PICK
(A Top Pick Oct 29/08. Up 10.27%.)
BUY
Electrical generating assets, primarily from hydro, wind and biomass. Have long-term contracts for all of their facilities. No exposure to spot markets in Ontario or Alberta. Payout ratio of about 85%. Great, long-term asset.
BUY
(Market Call Minute) They seem to have got their act together after all their issues with their shareholders converting into the income fund and amalgamating it with the parent company and they just bought some assets out in BC that have upside.
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