Altius Renewable Royalties - First Mover des Royalty Geschäftsmodells in den Sektor der erneuerbaren (Seite 8)

[KMST]

Antwort auf Beitrag Nr.: 67.875.182 von Bertiwins am 19.04.21 23:07:21

nur direkt über altius minerals die 60% an altius renewable halten...ich habe vor meine Ölmajors die ich im herbst gekauft habe aber noch 2021 häppchenweise umzuschichten. zumindest zu einem großen teil hier hin

[Bertiwins]

Antwort auf Beitrag Nr.: 67.842.773 von KMST am 16.04.21 11:33:08

@KMST: Danke, interessant. Bist du auch investiert?

Welches Kursziel siehst du hier auf 18 Monate?

LG

[KMST]

jetzt auch in den USA handelbar

Andre Gaumond kauft auch im April auf dem Niveau weitere Shares

[KMST]

Das Management kauft zu

05 Mar 21 Buy CA$21,000 Andre Gaumond Individual 2.000 CA$10.50
04 Mar 21 Buy CA$538,191 Andre Gaumond Individual 49.100 CA$10.99
03 Mar 21 Buy CA$100,100 Nicole Adshead-Bell Individual 9.100 CA$11.00
03 Mar 21 Buy CA$29,700 Frederick Mifflin Individual 2.700 CA$11.00
03 Mar 21 Buy CA$100,100 Benjamin Lewis Individual 9.100 CA$11.00
03 Mar 21 Buy CA$100,100 Teresa Conway Individual 9.100 CA$11.00
03 Mar 21 Buy CA$249,700 Brian Dalton Individual 22.700 CA$11.00
03 Mar 21 Buy CA$49,500 Roger Lace Individual 4.500 CA$11.00
03 Mar 21 Buy CA$50,600 Chad Wells Individual 4.600 CA$11.00
03 Mar 21 Buy CA$49,500 Donald Warr Individual 4.500 CA$11.00
03 Mar 21 Buy CA$74,800 Anna El-Erian Individual 6.800 CA$11.00
03 Mar 21 Buy CA$49,500 James Ronald Strauss Individual 4.500 CA$11.00
03 Mar 21 Buy CA$500,500 David Bronicheski Individual 45.500 CA$11.00
03 Mar 21 Buy CA$100,100 Earl Ludlow Individual 9.100 CA$11.00
03 Mar 21 Buy CA$100,100 John Baker Individual 9.100 CA$11.00
03 Mar 21 Buy CA$39,600 Judy Cotte Individual 3.600 CA$11.00
26 Feb 21 Buy CA$95,700 Andre Gaumond Individual 8.700 CA$11.00

[KMST]

https://uploads-ssl.webflow.com/5ffaa31f63870fe581e767df/601…

💰💵💰💵

[KMST]

ab jetzt kann man auch in deutschland handeln, also wer nicht an die TSX will

[KMST]

Brian Dalton CEO of ARR commented, “On behalf of the team I would like to thank our new shareholders for the trust they have placed in us to execute on the building of an innovative renewable energy royalty business that will contribute directly to enabling of the energy transition. With almost 1200 MW of development projects made subject to royalty thus far, we embrace the challenge of creating further growth and positive impact.”

läuft würde ich sagen

[KMST]

Altius Renewable Royalties Announces Its First Energy Royalty From Apex Clean Energy
March 01, 2021 02:11 PM Eastern Standard Time

ST. JOHN’S, Newfoundland and Labrador--(BUSINESS WIRE)--Altius Renewable Royalties Corp. (TSX: ARR) (“ARR” or the “Company”), is pleased to announce the creation of a first royalty to its jointly controlled entity, Great Bay Renewables, LLC (“Great Bay”), under its portfolio-based royalty financing with Apex Clean Energy (“Apex”). Great Bay is entitled to receive a 2.5% royalty on the 190 MW Jayhawk Wind project in Crawford and Bourbon Counties, Kansas.


The announcement made by Apex today is as follows:

Apex Sells Jayhawk Wind, with Facebook PPA, to WEC Energy Group and Invenergy

PPA for full capacity represents Facebook’s fourth power purchase from Apex

Charlottesville, VA – March 1, 2021 – Apex Clean Energy today announced that WEC Energy Group (NYSE: WEC) and Invenergy purchased the Jayhawk Wind project, including a renewable power purchase agreement with Facebook. The more than 190 MW project, located in Crawford and Bourbon Counties, Kansas, will help support the tech company’s operations in the region.

“Establishing and growing strong relationships with the nation’s pre-eminent clean energy investors and power purchasers is fundamental to Apex’s core mission and to our ability to bring best-in-class renewable energy assets like Jayhawk Wind to life,” said Mark Goodwin, Apex Clean Energy president and CEO. “Because of these agreements with Facebook—a valued Apex customer—and new partners WEC Energy Group and Invenergy, Jayhawk Wind will advance the new energy economy in Kansas and generate significant long-term economic benefits for the local community.”

The deal marks Apex’s fourth renewable transaction with Facebook, following a 61.6 MW PPA with Altavista Solar; a 200 MW PPA with Aviator Wind East, part of the largest single-phase, single-site wind project in the United States; and, most recently, a 175 MW PPA with Lincoln Land Wind in Illinois.

“We are excited to help bring this new wind project—our first in Kansas—to the grid in support of our operations in the region,” said Urvi Parekh, head of renewable energy at Facebook. “At Facebook, we are committed to supporting our global operations with 100% renewable energy and helping accelerate the transition to renewable energy around the world.”

Jayhawk Wind will help Facebook meet its goal to support its operations in the region with 100% renewable energy and reach net-zero carbon emissions. The tech company stepped in as the project’s offtaker after a previous power purchase agreement was mutually dissolved.

The purchase of the Jayhawk Wind project is part of WEC Energy Group’s $16 billion ESG Progress Plan—the largest five-year capital plan in the company’s history.

“Our commitment to the Jayhawk project is the next step forward in our comprehensive plan to build a bright, sustainable future, serve strong vibrant customers, and continue to grow earnings from our portfolio of renewable energy assets,” said Gale Klappa, WEC Energy Group executive chairman.

The Jayhawk facility, which breaks ground this week and is expected to be operational later this year, will consist of 70 GE wind turbines totaling an installed capacity of more than 190 MW. The project will provide significant economic benefits for the local and state economies—including the creation of more than 115 construction jobs and 7 long-term operations positions—and will generate over $20 million in landowner payments and $27.2 million in tax revenue.

[KMST]

Altius Renewable Royalties Corp. Announces Pricing of Initial Puplic Offering

February 25, 2021 01:59 PM Eastern Standard Time
ST. JOHN’S, Newfoundland and Labrador--(BUSINESS WIRE)--Altius Renewable Royalties Corp. (TSX: ARR) (“ARR” or the “Company”) announced today that it has obtained a receipt for its final base PREP prospectus filed with the securities regulatory authorities in each of the provinces and territories of Canada and has entered into an underwriting agreement in respect of its initial public offering of 9,100,000 Common Shares (“Shares”) of the Company at a price of C$11.00 per share (the “Offering Price”) for aggregate gross proceeds of C$100,100,000 (the “Offering”). The Offering is expected to close on March 3, 2021.

ARR IPO Priced at $11.00 per share, first trading tomorrow on an if, as and when issued basis

The Toronto Stock Exchange (the “TSX”) has conditionally approved the listing of ARR’s Shares pursuant to the TSX Sandbox requirements and otherwise subject to a $75 million minimum offering as well as other customary listing requirements. The Shares are expected to begin trading on the TSX on an "if, as and when issued basis" on February 26, 2021 under the symbol “ARR”.

The Offering is being made through a syndicate of underwriters led by TD Securities Inc. and Scotia Capital Inc., together with a syndicate comprised of Raymond James Ltd., Cormark Securities Inc., Canaccord Genuity Corp., Laurentian Bank Securities Inc., National Bank Financial and Haywood Securities Inc. (collectively, the "Underwriters").

The Company has also granted to the Underwriters an over-allotment option to purchase up to an additional 1,365,000 Shares at the Offering Price resulting in total gross proceeds to the Company of C$115,115,000 if the option is exercised in full. The over-allotment option can be exercised for a period of 30 days from the closing date of the Offering.

Following the completion of the Offering, Altius Minerals Corporation (TSX: ALS) is expected to hold 15,638,639 common shares of the Company or approximately 61% of the issued and outstanding shares of the Company (or approximately 58% of the issued and outstanding shares of the Company if the Over-Allotment Option is exercised in full).

A copy of ARR’s supplemented PREP prospectus will be available on SEDAR at www.sedar.com on February 25, 2021.

About ARR

ARR is a recently formed renewable energy company whose business is to provide long-term, royalty level investment capital to renewable power developers, operators, and originators. The Company combines industry expertise with innovative, partner-focused solutions to further the growth of the renewable energy sector as it fulfills its critical role in enabling the global energy transition.

[KMST]

Die Mutterfirma Altius Minerals bringt ihre Tochterfirma Altius Renewable Royalties in den nächsten Tagen an die Börse.
Geplant ist es zunächst $C100 Mio in der IPO einzusammeln um das Wachstum weiter zu beschleunigen. Der Zeitpunkt für grüne IPOs ist ja derzeit recht gut und man plant nächste Woche oder Anfang März fertig zu sein. Seit Monaten steigt die Mutter schon kontinuierlich an um eine erfolgreiche IPO einzupreisen. Der Markt antizipiert hier also ein erfolgreiches Placement.

Handelsplatz: TSX
Symbol: ARR



Informationen:

Our Vision

Altius Renewable Royalties (“ARR”) was formed to satisfy a need for flexible capital in renewable energy. ARR utilizes a financing structure called a royalty, common in other industries but innovative in the renewable energy sector. With this novel approach to financing renewable energy projects, ARR was able to quickly scale its investments while providing much needed capital to those building wind and solar energy projects. Traditional means of financing these projects, including debt, tax equity and equity, were not keeping up with the unique requirements of a rapidly expanding industry. Our mission was to align ourselves with leaders in the development and construction of renewable energy through this unique financing structure. Through ARR’s initial investments, the Company has royalty interests in the project portfolios of two leading U.S. wind and solar development companies.

Royalties

In finance, royalty agreements typically outline payments that are paid as a percentage of revenues for the life of a project.

ARR funds the development of renewable energy projects with an upfront cash payment that allows our partners to engage in development activity for new or existing projects. In exchange, ARR receives a royalty percentage of revenue for the life of those projects. The royalty percentage is fixed for as long as the project continues to generate power which means that if the project is expanded or the life of the project is extended through repowering (e.g., replacing less efficient wind turbines with higher efficiency versions), ARR receives the additional revenue without having to pay any of the additional costs associated with expansion or repowering.

Investments

Since launching ARR in early 2019, Altius has committed US$66 million to leading renewable energy developers in the United States, and in October 2020, Altius announced the creation of a Joint Venture with certain funds managed by affiliates of Apollo Global Management Inc. ("Apollo Funds"). Apollo Funds have stated their intent to contribute approximately US$200 million to this business, with a US$80 million investment required to earn into a 50% Joint Venture with Altius. Following that initial US$80 million expected to be solely funded by Apollo Funds, Altius and Apollo Funds would then continue to fund new approved opportunities on a 50/50 basis.

Tri Global Energy (TGE)

ARR first invested in leading Texas based wind developer Tri Global Energy (“TGE”) in February 2019. The US$30 million investment was structured in a way that as TGE sold projects from their large portfolio of development projects, a 3% gross-revenue royalty would be payable to ARR on wind projects and 1.5% on solar. Additional royalties will continue to be created until a certain return threshold is met at which time no additional royalties will be created. Wind and solar projects with royalties payable to ARR will continue to generate cashflow for the life of these projects.

To date, TGE has vended projects that have a royalty to ARR as follows:

- First royalty project, Canyon Wind (360 MW – TX), sold in October 2019 to Silverpeak Strategic Partners with operations expected to begin in H2 2021

- Woodford Wind (400 MW – IL) sold to Copenhagen Infrastructure Partners in December 2019 with operations expected to begin in late 2022

- Flatland Solar (180 MW – TX) sold to Silverpeak Strategic Partners in March 2020 with operations expected to begin in Q4 2021

- TGE development pipeline eligible for future royalties has increased to over 2,300 MW (even after accounting for the 940+ MW in project sales)

APEX Clean Energy

Structured in a similar manner to the TGE investment, ARR invested US$35 million in March 2020 into Apex Clean Energy (“Apex”). The funds help Apex expand one of the largest development portfolios in the United States. Apex is one of the largest renewable energy developers in the United States and has commercialized over 5 GW of clean energy projects since its inception in 2009. Its current portfolio includes approximately 21 GW (12.5 GW wind and 8.5 GW solar) of development projects, a portion of which are excluded from the agreement with ARR due to their advanced stage and sales already in process. Apex typically vends these projects to utilities, infrastructure funds and other institutional investors prior to construction.


ARR Company Presentation Oktober 2020 nach dem Einstieg von Apollo Global Asset Management
https://altiusminerals.com/storage/renewables/2020-10-13-arr…


AMENDED AND RESTATED PRELIMINARY BASE PREP PROSPECTUS
https://altiusminerals.com/storage/renewables/amended-and-re…


Was haltet ihr davon?

Ich bin gespannt und zuversichtlich das Altius das Royaltymodell auch bei den erneuerbaren Energien etablieren kann. Mit so einem finanzstarken Partner an der Seite, ESG-Rückenwind und der US- Regierung auf der Seite sollte hier doch kontinuierliches Wachstum und auch ordentlicher Shareholder Return möglich sein.