Opinions
Jerome Hass
Polaris Infrastructure
PIF-T
SELL
May 05, 2017
$15.220
Stock price when the opinion was issued
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TOP PICK
Largest section of business is Geothermal, but also has hydro-electric and solar.
Investments in 5 separate areas in Central America.
Market has ignored company despite the fact that it pays ~3.6 yield.
Trades at 50% of valuation of comparable energy producers.
Good management team that has continued to build the company.
Increasing cash flow and is a potential takeover target.
Energy
A geothermal play in Nicaragua. He saw a presentation in January where they finally got their utilization levels up to a reasonable level, which isn’t that far from a point where equity investors are wiped out. They are now at a point where they could start generating cash flow. Instead of milking this as a cash cow, they are going to spend some more money, and he shook his head in disbelief. He would run for the hills from this stock.