TSE:NPI

Northland Power Inc (NPI.TO)

21.92
+0.21 (0.97%)
as of Jul 8, 2026, 8:00:00 pm Market Open.
631 watching
0
Investor Insights
star iconJul 8, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Northland Power Inc (NPI) has faced notable challenges recently, particularly with a significant dividend cut that disappointed many investors. However, analysts are recognizing that the completion of major projects in Taiwan and Poland could lead to improved cash flow by 2027-28. Some experts highlight the supportive technical chart patterns and an overall positive sentiment toward the renewable energy sector, suggesting that NPI could benefit from its recent project developments. Nevertheless, there are differing opinions about the effectiveness of the new management and concerns regarding the company's previous leadership issues and asset risks. As the company strives for a cohesive strategy moving forward, many agree on the importance of monitoring its execution in the coming quarters.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
BEP.UN
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.
TOP PICK
Power company. Recently announced a contract with Saskatchewan Power to build a gas fired generating facility. Good growth prospects. About 10% distribution, which is high for a power company but when it is cut, the stock price should rise.
BUY
Power generation. Relatively conservative. Undervalued. 10.5% yield. Market had concerns about valuation as it merged with its parent entity. Well run.
Showing 271 to 285 of 306 entries