Polaris Infrastructure

PIF-T

Analysis and Opinions about PIF-T

Signal
Opinion
Expert
WAIT
WAIT
April 15, 2013

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.

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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.

COMMENT
COMMENT
March 5, 2013

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.

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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.

COMMENT
COMMENT
March 6, 2012
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.
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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.
DON'T BUY
DON'T BUY
July 4, 2011
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.
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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.
SELL
SELL
April 26, 2011
Doesn’t know if they will get the approvals they need. By September you are into tax loss selling, so move on now.
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Doesn’t know if they will get the approvals they need. By September you are into tax loss selling, so move on now.
TOP PICK
TOP PICK
March 10, 2010
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.
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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.
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