We recently came across this recent video of Bill Gates talking about energy breakthroughs required to actually solve GHG emissions problems, as opposed to “feel good” renewable products such as the current wind/solar craze combined with battery storage.
It reminded us of an interesting discussion in Atlantic Power’s Q4 2017 conference call transcript (where they own a portfolio of power projects). We have been following the company for about a year, not least in part because of the thought-provoking tidbits such as the below (emphasis is ours). Since the new management team as come in, they have focused on (and talk about) improving cash flow (rather than “adjusted EBITDA”), reducing costs (successfully), deleveraging, and looking for counter-cyclical transactions. …..Read More