my value renewables play

12 de jul. de 2022

renwables and the new world of electricity

TA renewables is a buy imo

poor year due to turbine replacements but gives me confidence the company sees future prospects.

great div yeild.

CAD is cheap to obtain right now so seems like a good time as any to buy

this one is a long term hold, with drip strategy selling on div ex. days and rebuying after

13 de jul. de 2022

Nota

note: this outlook has some other points of interest to spotlight on a few things

division between government sentiment will be a deciding factor, worst of all the most to benefit are the ones to dispose of it. given geopolitics in Canada and the US- liberal urban vs rural conservative split. but I think the writing is on the wall in terms of renewables and NON-RENEWABLE recourses like oil/ coal and long term sustainability. - driving factors like lowered distribution costs from transporting raw energy then the cost to deliver refined energy to large groups of people who want electric cars but grids cant sustain energy delivery for air-conditioning in the summer, simple and effective ideas would be to bring renewable based localized power plants that deliver power during the day, solving air-conditioning problem, while charging the cars at night with the excess power generated from nuclear energy we sell at a loss. this may be a more realistic approach to solving energy needs.

the point remains that oil and gas will be available for the length of the transition but with cost/energy production coming down every year on renewables, and energy prices constantly rising with inflation we are at an apex point of a shift in energy dynamics.

29 de jul. de 2022

Nota

whelp, Biden struck a renewable deal, will be following the trend,

the monetary policy from BOC remains stronger on QT than the fed, so CAD has gained in value a bit aswell, and should remain to do so as long as commodities continue to rise and interest rates remain higher.