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Is Radiant Opto-Electronics an Undervalued Dividend Play?

Andrew Stolz

Massive dividend yield secured by strong cash generation. Radiant Opto-Electronics Corporation’s revenue breakdown 2020. Cash machine ensures consistent massive dividend yield. It consistently delivered strong FCFF that were more than sufficient to cover high dividends. Download the full report as a PDF.

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Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Andrew Stolz

Value play with strong dividend growth potential. As a comparison, in 2020, Volvo delivered 4,500 trucks to China. Net assets have fallen in 2020 after selling UD truck segment to Isuzu Motors. However, increased CAPEX for capacity expansion and battery development lead to increase in net fixed assets again.

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Can Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?

Andrew Stolz

Attractive dividend yield could rise to 2x Japanese average. Idemitsu Kosan’s revenue breakdown 2020. Attractive dividend yield could rise to 2x Japanese average. In the past share, the company has increased its dividend per share and is likely to maintain that level. Its net-debt to equity ratio stood at 0.9x

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Gibson Energy Expands Liquids Infrastructure Platform with Acquisition of Texas Gulf Coast Crude Oil Export Facility for US$1.1 Billion, Announces Concurrent $350 Million Subscription Receipt Bought Deal Offering

Benzinga

The Terminal was officially placed in-service and loaded its first vessel in July 2020. The financing of the Transaction, including the Equity Offering and contemplated Debt Offerings, has been structured to maintain the investment grade ratings and outlooks assigned to Gibson by DBRS and S&P.

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Good Intentions, Perverse Outcomes: The Impact of Impact Investing!

Musings on Markets

Even when you are successful in dissuading these companies from "bad" investments, but may not be able to stop them from returning the cash to shareholders as dividends and buybacks, rather than making "good" investments. trillion of cumulated enterprise value at fossil fuel companies.