Yieldcos: the Biggest Game Changer for the RE Sector?

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Yieldcos: the Biggest Game Changer for the RE Sector?

During the past two years over $16 Billion has been invested in the US in Renewable Energy Yieldcos. But some of these stocks have lost almost 50% of their value - so what’s the real story? Were Yieldcos hyped up or do they still offer a sustainable equity financing model in the US?

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Yieldcos: Calling The Bottom

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Yieldcos: Calling The Bottom

On a podcast recorded on September 14th, I said I thought that Yieldco stocks had bottomed at the end of September.  Two weeks later, that call still looks like a good one. I'm starting to hear optimistic noises from other Yieldco observers, although the general tone remains quite bearish.

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JPMorgan Says ‘Rent to Own’ 3 High-Yielding Clean Energy Yieldcos

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JPMorgan Says ‘Rent to Own’ 3 High-Yielding Clean Energy Yieldcos

24/7 WALL STREET - For many reasons, one asset class that has taken an absolute beating this year has been the alternative energy stocks, and right in line with top solar stocks have been the yieldcos. A new research report from JPMorgan takes an interesting angle on what investors can do with three of the top yieldcos that have been absolutely eviscerated.

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TerraForm Power: Is It Time To Buy This YieldCo?

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TerraForm Power: Is It Time To Buy This YieldCo?

Over the last year, we have been consistently negative on YieldCo valuations and did not see a reason to invest in any of the YieldCos in the market. We were of the opinion that the market was mispricing risk in the long term assets held by these YieldCos.

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