GAI Webinar Collection – EquilibriumJuni 11, 2023
Position of Renewable Fuels Same old & Renewable ID in Riding Biofuels Manufacturing & Tech DevJuni 11, 2023
Here is an overview of one of our favorite S&P500 company. In this video, Nik is reviewing major energy trends and discusses how NextEra Energy is positioned to capitalize on it. He talks about the Growth of Renewables (1:50), Cheap Natural Gas (3:28), and explains how the Decrease in Energy Consumption per Capita (4:37) will force energy companies to find alternative ways to sell energy.
Nik then breaks down the structure of NextEra to different business lines: Florida Lights and Power (8:52), NextEra Energy Resources (9:30), Gulf Power (10:22), and NextEra Energy Partners (11:55) which is a separate publicly traded LLC with a high dividend yield.
Lastly, he covers NextEra Energy Financials and compares NEE dividend to the sector average (14:30). Finally, Nik shares his target price for the company, compares it to analysts and gives his perspective about buying NEE stock right now.
1:10 Macro Trends
5:13 How Does NEE Position to Capture these Macro Trends
8:33 Company Structure
16:02 Target Price
EIA Energy Outlook https://www.eia.gov/outlooks/aeo/
Lazard Levelized Cost of Energy https://www.lazard.com/perspective/lcoe2019
NextEra Will Go Deeper Into Texas and Buy Oncor for $18B https://fuelsave-global.com/nextera-will-go-deeper-into-texas-and-buy-oncor-for-18b/
Texas regulators reject $18B NextEra-Oncor deal https://www.utilitydive.com/news/texas-regulators-reject-18b-nextera-oncor-deal/440468/
Excel with Valuation https://drive.google.com/file/d/1HwatojUtJui8BhQZqHNmM-7B52o2Bvx1/view?usp=sharing
Should we make a video on Renewable Energy Certificates (5:43)?
#NextEraEnergy #NEE #RenewableEnergy #Stocks #Investing