Look at the contract expiration date, these are long-lived contracts, and the customers are very diversified. There are another 6 more slides..
This is just the renewables segment alone.
In this post $AES: AES Corporation - #26 by Kingran
I have shared the SOTP valuation by MS analysts. You can make your adjustments, but in various scenarios, the stock price is cheap.
I have seen some short-term, intermediate term noise/ fear mis-prices equity and one’s ability to identify them, then buy and sit tight for couple of years for the situation to resolve, results in significant gains. I have posted few such ideas in Liquid Lounge - Motley Fool Community board.
Just a couple, Citi, no one wanted to touch at < $45, nearly doubled in 2 years, while yielding 5% dividend, $BABA same around $70 for 2 years, now it is almost double. I am sure there are other ideas I have posted that might have failed.
You can just invest in Index and can make decent gains, and for those who enjoy the game, and have the time and energy, there are opportunities.
There are many shoes on the shelf, wear the ones that fit.
