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    Terraform Global - 500 Beiträge pro Seite

    eröffnet am 05.08.15 11:19:38 von
    neuester Beitrag 12.09.18 11:19:10 von
    Beiträge: 46
    ID: 1.216.716
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    ISIN: US88104M1018 · WKN: A14W46
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     Ja Nein
      Avatar
      schrieb am 05.08.15 11:19:38
      Beitrag Nr. 1 ()
      ...ist weiterer spin-off von SunEdison nach Terraform Power im vergangenen Herbst.

      Schaffe es nicht oft, glaube aber, dass ich eben der erste war, der in Deutschland gekauft hat.

      Natürlich nur ein paar Ansichtsstücke.
      Avatar
      schrieb am 05.08.15 11:57:11
      Beitrag Nr. 2 ()
      ...der 424B ist schlappe 860 Seiten lang und frißt als .pdf ausgedruckt 120MB, aber ein Homepage von GLBL ist nicht aufzufinden;

      initiale Ausschüttung soll 27,5c/q sein, also aktuell rund 8%!
      Avatar
      schrieb am 05.08.15 12:01:51
      Beitrag Nr. 3 ()
      Avatar
      schrieb am 05.08.15 12:28:27
      Beitrag Nr. 4 ()
      Rating Action: Moody's assigns B1 CFR to TerraForm Global Operating LLC; B2 rating to $800 million unsecured notes due 2022; Rating outlook is Stable

      Global Credit Research - 21 Jul 2015


      New York, July 21, 2015 -- Moody's Investors Service ("Moody's") today assigned a B1 Corporate Family Rating (CFR) to TerraForm Global Operating LLC (TGO) and a B1-PD Probability of Default rating (PDR). The rating outlook is stable. At the same time, Moody's assigned a B2(LGD4) senior unsecured rating to TGO's planned issuance of a $800 million senior unsecured notes due in 2022. The unsecured debt is rated one notch below the CFR to reflect TGO's $440 million senior secured revolving credit facility. As a condition precedent to the financial closing of these facilities, TGO's parent TerraForm Global Inc (GLBL: not rated) will become a publicly listed YieldCo, raising approximately $1.1 billion of equity through an IPO (expected to be completed by mid-August) and an additional $577.5 million of equity through private placements. After the equity sales, GLBL's sponsor Sun Edison Corp. (SUNE; not rated) will retain an approximately 40% ownership in both GLBL and TGO.

      RATINGS RATIONALE

      TGO's B1 CFR is underpinned by a diverse set of long term contracts that provide stable cash flows; have low operating risks and are comprised predominantly by wind and solar energy projects. TGO has limited structural subordination (assets with project-level debt contribute only 21% of CAFD at TGO), and a moderate financial policy that targets leverage level ratios of 5.0-5.5x on a consolidated Debt/EBITDA basis. TGO's cash flows draw from 42 different projects spread across 11 countries, chiefly Brazil, India and China.

      "TGO's rating is constrained by the risks normally associated with the YieldCo business model, such as the dividend growth imperative and the constant need to access external sources of capital," said Swami Venkataraman, Vice President -- Senior Credit Officer. "In addition, TGO gets its cash flows from emerging economies, which exhibit higher regulatory risks, lower offtaker credit quality (Moody's estimates that offtakers accounting for about 65% of cash flows would be rated non-investment grade) and higher currency and cash repatriation risks."

      The B1 rating considers a number of factors that help mitigate several key risks. First, currency risks are mainly limited to Brazil, India, China and South Africa, where TGO looks to maintain a rolling three-year currency hedge on 100% of CAFD. TGO also structures its equity investments in many of these countries in the form of shareholder loans, which are associated with lower withholding tax rates. The company has modeled withholding tax expense as 3% of parent CAFD. From a credit perspective, we double this rate to 6% in our projections.

      GLBL's sponsor Sun Edison (SUNE, unrated) is a leading solar developer and well positioned to support growth at both GLBL and its US affiliate TerraForm Power Operating LLC (TERP, Ba3 CFR Positive). However, SUNE has a weak balance sheet with significant leverage. We incorporate a view that SUNE's financial flexibility and market access has improved over the past two years as the company divested its semiconductor manufacturing business, completed an IPO of TERP and now GLBL. We observe that SUNE is also exploring warehousing structures to reduce reliance on its balance sheet to finance project construction. We see certain ring-fence type provisions designed to insulate GLBL from SUNE, a credit positive. TGO's B1 CFR is a stand-alone credit analysis, and is not effected by its parent SUNE at this time. Today's market conditions are favorable for the growth of renewable energy, especially solar power, as panel price declines have made solar competitive with fossil fuels in many countries. But we continue to reflect some level of risk relating to the unproven business model of all yieldco's, including TGO, given the high reliance on financial engineering and current market rates. We see YieldCos promising 15-25% dividend growth but their ability to sustain growth, establish a track record and sustain the business model operate through difference market conditions and business cycles remains untested. That said, growth through acquisitions remains a key component to the business strategy. SUNE has a substantial pipeline of nearly 6 GW of "call rights" assets to support growth at GLBL, including about 1 GW of assets that are currently operational. In addition, SUNE has committed to provide GLBL with projects worth at least $1.4 billion of CAFD over five years from the IPO.

      Our credit analysis primarily focused on consolidated financial ratios Under a P90 "no growth" scenario, TGO has Debt/EBITDA and FFO/Debt of 6.1x and 11%, respectively, rising to 4.0x and 15% by 2020 as project level debt is paid down from $1.03 billion at IPO to $676 million by 2020. However, our analysis assumes that this improvement in financial ratios will not come about and that the company will increase leverage to maintain its target financial profile. Our rating is thus predicated on the assumption that management will maintain its target consolidated leverage of 5.0-5.5x on a Debt/EBITDA basis. Although project level debt is material, structural subordination is manageable as 79% of cash flows coming up to TGO are from unlevered projects.

      Liquidity

      Moody's assigned an SGL-3 speculative grade liquidity rating to TGO, incorporating our expectations for adequate liquidity for the next 12 months. Upon financial close of the secured facilities, TGO is expected to have about $250 million in unrestricted cash on hand plus access to the $440 million revolver. Solar projects require little working capital and their maintenance capital expenditure needs are already incorporated into their respective O&M agreements with SUNE or third party providers. TGO's main need for liquidity will arise in the context of acquisitions of new projects, for which it will utilize its working capital facility, to be later replaced by equity and debt issuances. TGO may also need to rely on liquidity to manage timing mismatches in repatriations from its various markets.

      Outlook

      The outlook is stable reflecting the offtaker and sovereign credit quality that are both significantly stronger than TGO's CFR, low operating risks for solar projects and expectations for stable operating performance at the various projects.

      What Could Change The Rating Up

      TGO is expected to maintain a stable financial profile of 5.0-5.5x Debt/EBITDA as it grows. An upgrade would depend mainly upon a track record of growth backed up by reliable performance under the PPAs by counterparties.

      What Could Change The Rating Down

      We would lower the rating in the event that either higher debt levels, poorer operating performance, currency/tax risks or pricey acquisitions that pressure the financial profile. Other factors that could affect the rating include disruptive policy developments, or macroeconomic developments in emerging markets that disrupt cash flows at the projects, a decline in the quality of cash flows through shorter contracts, commodity price exposure, lower rated counterparties or risky regulatory jurisdictions. Deterioration in the credit quality of the sponsor SUNE could be another factor in a rating downgrade at TGO.

      The principal methodology used in these ratings was Unregulated Utilities and Unregulated Power Companies published in October 2014. Other methodologies used include Loss Given Default for Speculative-Grade Non-Financial Companies in the U.S., Canada and EMEA published in June 2009. Please see the Credit Policy page on www.moodys.com for a copy of these methodologies.
      Avatar
      schrieb am 17.09.15 12:18:15
      Beitrag Nr. 5 ()
      verbilligt
      7 Antworten

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      Avatar
      schrieb am 29.09.15 15:40:51
      Beitrag Nr. 6 ()
      TERRAFORM GLOBAL CLOSES ACQUISITION OF 294 MW OF OPERATING WIND ASSETS FROM RENOVA ENERGIA
      - Fully funded with a combination of TerraForm Global Class A common stock and cash allocated from the TerraForm Global IPO proceeds

      - These assets from Renova, and the associated CAFD, are part of the original TerraForm Global IPO portfolio described in our IPO prospectus

      BETHESDA, Md., Sept. 21, 2015 /PRNewswire/ -- TerraForm Global (Nasdaq: GLBL), a globally diversified owner and operator of clean energy projects, today announced that it closed on the acquisition from Renova Energia of two operating wind energy projects that are part of the original TerraForm Global IPO portfolio.

      The Salvador and Bahia wind energy projects are located in Brazil and generate 294 megawatts (MW) AC of capacity in aggregate. The projects were purchased with a combination of TerraForm Global Class A common stock and cash that was allocated from the TerraForm Global IPO proceeds.

      "TerraForm Global is executing on our commitment to deliver high-quality, contracted cash flows to our investors," said Carlos Domenech, TerraForm Global's chief executive officer. "We are excited to grow our relationship with Renova and launch our platform in Brazil, one of TerraForm Global's key markets."
      Avatar
      schrieb am 17.11.15 15:28:20
      Beitrag Nr. 7 ()
      viele der YielCos haben sich inzwischen vom Scare des Spätsommers erholt, die Terra-Xs von SUNE aber nicht;

      Global notiert am Allzeittief mit erwarteter Ausschüttung von rund 15%
      1 Antwort
      Avatar
      schrieb am 29.02.16 16:17:19
      Beitrag Nr. 8 ()
      Antwort auf Beitrag Nr.: 51.109.389 von R-BgO am 17.11.15 15:28:20
      es ist noch viel extremer geworden:
      beim aktuellen Kurs von 2,42 beträgt die Divi mehr als 40% p.a....

      http://seekingalpha.com/article/3883416-terraform-global-pro…
      Avatar
      schrieb am 29.02.16 16:35:14
      Beitrag Nr. 9 ()
      Antwort auf Beitrag Nr.: 50.644.311 von R-BgO am 17.09.15 12:18:15
      jetzt nochmal drastisch verbilligt
      Zukauf zu $2,83
      6 Antworten
      Avatar
      schrieb am 18.03.16 08:01:58
      Beitrag Nr. 10 ()
      Antwort auf Beitrag Nr.: 51.863.821 von R-BgO am 29.02.16 16:35:14
      heute kam Divi,
      27,5c pro Aktie => fast 10% Discount auf meinen letzten EK
      5 Antworten
      Avatar
      schrieb am 04.04.16 10:23:01
      Beitrag Nr. 11 ()
      Antwort auf Beitrag Nr.: 52.007.831 von R-BgO am 18.03.16 08:01:58die Divid. hilft bei dem Kursverlauf auch nicht viel.
      Hoffentlich meldet SUNE bald Ch.11 an, damit man sieht, was in dem Geflecht wirklich Sache ist.
      Per 30.09.2015 hatte GLBL über 1 MRD. $ an Cash und Cash-Equ.; na klar hatten sie auch Verbindlichkeiten in ähnlicher Höhe, aber halt langfristige.
      Der Finanzbericht per 31.12.2015 wäre dringend nötig. Weiß nicht, was den neuen CEO reitet, diese Versteckspiel mitzumachen. Er ist als Nachfolger von Wuebbels ja, anders als dieser, relativ unabhängig von SUNE.
      Avatar
      schrieb am 14.04.16 17:18:02
      Beitrag Nr. 12 ()
      Meine Dividende wurde heute zurückgebucht. Was ist da los?
      2 Antworten
      Avatar
      schrieb am 21.04.16 17:06:54
      Beitrag Nr. 13 ()
      Antwort auf Beitrag Nr.: 52.190.821 von mcspar am 14.04.16 17:18:02
      bei mir bisher nicht,
      kann aber vielleicht noch kommen, weil


      Die Mutter ist seit eben offiziell platt!


      Nun werden wir rausfinden, wie es mit cross-defaults u.ä. aussieht...
      1 Antwort
      Avatar
      schrieb am 21.04.16 22:00:18
      Beitrag Nr. 14 ()
      Antwort auf Beitrag Nr.: 52.247.104 von R-BgO am 21.04.16 17:06:54Also ich hatte am 18.03. eine Gutschrift, die am 13.04. storniert wurde und am gleichen Tag ein höherer Betrag gutgeschrieben wurde.

      Ich begrüße Ch.11 bei SUNE. Nun wird ein Verwalter etwaige Machenschaften so nicht mehr laufen lassen.
      Avatar
      schrieb am 22.04.16 15:39:13
      Beitrag Nr. 15 ()
      8k von gestern:
      .

      TerraForm Global Comments on SunEdison's Chapter 11 Restructuring Filing

      TerraForm Global Is Not Included in SunEdison's Chapter 11 Cases

      Will Continue to Operate in Ordinary Course


      BETHESDA, Md., April 21, 2016 (GLOBE NEWSWIRE) --

      TerraForm Global, Inc. (Nasdaq:GLBL), an indirect subsidiary of SunEdison, Inc. (NYSE:SUNE) that is a global owner and operator of clean energy power plants in emerging markets, today commented on the voluntary filing made by SunEdison, Inc. and certain of its domestic and international subsidiaries for protection under Chapter 11 of the U.S. Bankruptcy Code in the Bankruptcy Court for the Southern District of New York. TerraForm Global and its sister company, TerraForm Power, Inc. (Nasdaq:TERP), are not part of the SunEdison bankruptcy filing and have no plans to file for bankruptcy themselves. TerraForm Global and TerraForm Power are publicly listed companies that are separate legal entities and are traded separately on Nasdaq. The equity interests of TerraForm Global and TerraForm Power in their respective wind and solar power plants that are legally owned by their respective subsidiaries are not available to satisfy the claims of creditors of SunEdison. Accordingly, we expect that TerraForm Global's fleet of wind and solar power plants will continue to operate and continue to deliver clean electricity to its customers in Brazil, India, China, South Africa, Uruguay, Thailand, and Malaysia.

      TerraForm Global believes that it has sufficient liquidity to operate its business. Although SunEdison's bankruptcy will present challenges, TerraForm Global expects to continue to operate in the ordinary course and to meet its financial obligations on a timely basis. In addition, TerraForm Global intends to coordinate with SunEdison so that the Company's facilities and their operations continue to perform uninterrupted.

      SunEdison has been, and is expected to continue to be, an important partner for TerraForm Global as SunEdison affiliates provide asset management and operations and maintenance ("O&M") services to many of TerraForm Global's power plants. TerraForm Global anticipates that SunEdison will continue to provide these asset management and O&M services for TerraForm Global's power plants following the filing. In addition, TerraForm Global expects that SunEdison generally will continue to fulfill its obligations to provide corporate level support to TerraForm Global under the Management Services Agreement between SunEdison and TerraForm Global. Even if certain of those obligations were not fulfilled, TerraForm Global expects to be able to continue operating its business pursuant to contingency plans it has been developing.

      As SunEdison announced on April 21, 2016, SunEdison has secured commitments for new capital totaling up to $300 million in debtor-in-possession ("DIP") financing from a consortium of first and second lien lenders. Subject to Court approval, these financial resources will be made available to SunEdison to support its continuing business operations, minimize disruption to its worldwide projects and partnerships, and make necessary operational changes.

      TerraForm Global's

      *corporate level revolving credit facility and indenture for its senior unsecured bonds do not include an event of default provision triggered by a SunEdison bankruptcy.


      In addition, as previously disclosed in the Company's 8-K filing from March 29, 2016, the

      *majority of its existing power purchase agreements ("PPAs") do not include provisions that permit the offtake counterparty to terminate the contract in the event that SunEdison files for bankruptcy.

      At the project level, the

      *financing agreements for our remaining three levered power plants in India contain provisions that provide lenders with the right to accelerate debt maturity due to SunEdison's bankruptcy as an original sponsor of the project and/or party to certain material project agreements, such as O&M and EPC related contracts.

      In addition, for our

      *power plants in South Africa, the project-level financing agreements contain events of default provisions triggered by the bankruptcy of SunEdison as a party to certain material project contracts, such as O&M and EPC related contracts.

      Our project-level financings agreements may also contain event of default provisions related to delays in the preparation of audited financial statements. TerraForm Global will work with its project lenders to obtain waivers and/or forbearance agreements as it seeks to cure such defaults, however no assurances can be given that such waivers and/or forbearance agreements will be obtained.
      Avatar
      schrieb am 16.05.16 11:25:49
      Beitrag Nr. 16 ()
      Vor 10 Tagen

      gab es ein gemeinsames "update" von TERP/TGBL: http://phx.corporate-ir.net/External.File?t=1&item=VHlwZT0yf…;


      in dem steht aber leider nicht wirklich viel drin. Das Beste, was ich mir draus "stricken" kann, ist dass man erwarten dürfen müsste, dass sie echt kritische Punkte bei so einer Gelegenheit ansprechen würden.

      We'll see.


      Immerhin zahlt Global bisher die Dividenden weiter, zuletzt 27,5c am 17.März.
      Avatar
      schrieb am 16.05.16 11:41:01
      Beitrag Nr. 17 ()
      Hmmmm...:
      ...der Bond notiert bei rund 85%: https://www.comdirect.de/inf/anleihen/detail/uebersicht.html…


      SunEdison Yieldco Hit With Default Notice Over Late Financials
      Brian Eckhouse

      May 12, 2016 — 10:39 PM CEST

      TerraForm Global has yet to file its 2015 annual report
      Yieldco has 90 days to comply with bondholders’ demand


      A unit of TerraForm Global Inc. has 90 days to issue its delinquent annual report or it could face demands to pay off hundreds of millions in debt six years early, partly because bankrupt parent SunEdison Inc. hasn’t filed its own financial statement.

      Holders of bonds issued by TerraForm Global Operating LLC sent a notice of default on the yieldco’s 9.75 percent senior notes due in 2022, according to a statement Wednesday from their law firm, Willkie Farr & Gallagher. The group represents more than 25 percent of aggregate principal of the notes, according to the firm, which said failure to remedy the problem in 90 days would constitute an “event of default.”

      If that happens, bondholders could demand payment in full, said Julia Winters, a bankruptcy analyst at Bloomberg Intelligence. There’s $760.4 million outstanding on the issue, according to data compiled by Bloomberg.

      “The notice is starting the clock,” she said. “It can be a way for the lenders to open a dialogue for how the default will be cured. They have the power to grant a forbearance.”


      ‘Remain Committed’

      The bondholders “remain committed to continuing an open dialogue and working productively with the company toward a resolution in the interests of all stakeholders,” according to Willkie’s statement.

      A representative for Bethesda, Maryland-based TerraForm Global didn’t immediately respond to requests for comment on the notice.

      TerraForm Global is a publicly traded holding company founded and controlled by SunEdison to own operating wind and solar farms. The yieldco has yet to submit its annual report because, in part, it needs help from its parent, which sought bankruptcy protection last month and also hasn’t filed its 2015 report.

      In March, SunEdison cited “deficient information technology controls” as one reason it hadn’t filed its annual report. Thursday, the company said it would also delay filing its first-quarter report.

      TerraForm Global this week announced that lenders on its revolving credit facility gave it more time to file its report. The company said it had until either March 30, 2017, or 10 business days before “failure to deliver such financial statements would constitute an event of default” for another debt -- the 2022 senior notes -- whichever comes first.

      “It’s up to the creditors right now to decide how much leeway to offer,” said Michael Morosi, an analyst at Avondale Partners LLC.
      4 Antworten
      Avatar
      schrieb am 16.05.16 11:54:04
      Beitrag Nr. 18 ()
      Antwort auf Beitrag Nr.: 52.414.938 von R-BgO am 16.05.16 11:41:01
      wenn ich das richtig sehe, scheint der Bond keine Kindersicherung zu haben,
      in dem Anhang zum 8k steht was von $2.000 nominal...


      WENN es denn gutgehen sollte, würde ein Einkauf zu 85% bringen:

      9,75/85% = 11,47% laufende Rendite plus
      (100/85)^(1/6) = 2,74% "Ablauf"rendite


      => zusammen 14,21%
      1 Antwort
      Avatar
      schrieb am 17.05.16 12:19:44
      Beitrag Nr. 19 ()
      Antwort auf Beitrag Nr.: 52.414.938 von R-BgO am 16.05.16 11:41:01
      8k vom 13.5.2016:
      Item 7.01 Regulation FD Disclosure.

      On May 11, 2016, TerraForm Global Operating, LLC (“Operating”) received a letter sent on behalf of certain beneficial holders of the 9.75% Senior Notes due 2022, issued by Operating pursuant to the Indenture dated as of August 5, 2015 (the “Indenture”). The letter purports to constitute a notice of default with respect to the alleged failure of Operating to comply with its obligations under the Indenture to timely furnish an annual report for fiscal year 2015. This letter is furnished as Exhibit 99.1 to this Report.

      On May 13, 2016, Operating sent a response to this letter, stating that the purported notice of default was untimely, and therefore ineffective, under the Indenture. This response is furnished as Exhibit 99.2 to this Report.

      In accordance with General Instruction B.2 of Form 8-K, the information contained in Item 7.01 of this Current Report on Form 8-K and the attached letters shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section. The information in Item 7.01 of this Current Report on Form 8-K and the attached letters shall not be incorporated by reference into any filing or other document pursuant to the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing or document.
      1 Antwort
      Avatar
      schrieb am 30.06.16 23:19:42
      Beitrag Nr. 20 ()
      Ein seriöser BB wirbt gerade mit einer 30%igen Divaktie, hatte den BB selbst bis vor wenigen Monaten. Daten die gegeben sind: Solides Unternehmen, solides Geschäftsmodell, an der Nasdaq notiert, kaum Schulden, Marktkap ca 1/2 Mrd USD. Passt doch irgendwie ... oder doch nicht? Der recherchiert normalerweise sehr gründlich, gibts etwas, was die Anleger noch nicht wissen?
      1 Antwort
      Avatar
      schrieb am 23.07.16 10:13:32
      Beitrag Nr. 21 ()
      Antwort auf Beitrag Nr.: 52.421.124 von R-BgO am 17.05.16 12:19:44
      eine neue Präsentation
      "requested by Bondholders": http://phx.corporate-ir.net/External.File?t=1&item=VHlwZT0yf…

      Gute Nachricht:
      Verlust für 2015 wohl unter 400 MUSD

      Schlechte Nachricht:
      die gut 400 MUSD für "india projects" an SUNE sind wohl zur Hälfte verloren...


      Bauchgefühl:
      not too bad

      => halte vorläufig weiter
      Avatar
      schrieb am 23.07.16 10:17:51
      Beitrag Nr. 22 ()
      Antwort auf Beitrag Nr.: 52.415.025 von R-BgO am 16.05.16 11:54:04
      Bond notiert inzwischen
      bei 95,00 zu 98,25
      Avatar
      schrieb am 24.07.16 11:48:08
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 52.007.831 von R-BgO am 18.03.16 08:01:58
      18.3.2016
      Zitat von R-BgO: 27,5c pro Aktie => fast 10% Discount auf meinen letzten EK



      das war dann aber wohl auch die (vorläufig?) letzte....

      seitdem kam nix mehr
      3 Antworten
      Avatar
      schrieb am 24.07.16 12:37:33
      Beitrag Nr. 24 ()
      Hallo R-BgO, kannst Du mein Posting N.r 20 bestätigen? Danke
      Avatar
      schrieb am 24.07.16 12:54:14
      Beitrag Nr. 25 ()
      Antwort auf Beitrag Nr.: 52.736.866 von H2OAllergiker am 30.06.16 23:19:42
      Was soll ich daran bestätigen?
      "seriöser BB" - wer soll das sein?

      "solides Unternehmen" - Welches soll das sein? ist Ansichtssache

      "solides Geschäftsmodell" - dto.

      "kaum Schulden" - trifft auf GLBL garantiert NICHT zu

      "30%igen Diviaktie" - Welche soll das sein? falls GLBL, habe ich doch gerade eben gepostet, dass derzeit Essig mit Divi...

      Also, was soll ich "bestätigen"?
      Avatar
      schrieb am 25.07.16 11:57:39
      Beitrag Nr. 26 ()
      Antwort auf Beitrag Nr.: 52.901.776 von R-BgO am 24.07.16 11:48:08
      die deutsche Position heute verkauft
      mit gut 50% Verlust;

      die Verbilligung vom 29.2. habe ich noch
      1 Antwort
      Avatar
      schrieb am 25.07.16 12:59:57
      Beitrag Nr. 27 ()
      Antwort auf Beitrag Nr.: 52.901.776 von R-BgO am 24.07.16 11:48:08http://seekingalpha.com/article/3989915-terraform-global-rel…
      Avatar
      schrieb am 25.07.16 17:47:05
      Beitrag Nr. 28 ()
      Ich kenne keine andere Aktie mit derzeit ca. 30% ex-Rendite und solide ist ein Multiwind und Solarpark ja auch einzuschätzen. Der BB wird im Link genannt, und der ist seriös, weil ich ihn selber viele Jahre bezogen habe mit Zufriedenheit, wurde mir aber zu teuer mit 360Öcken im Jahr. Nahezu alle empfohlenen Aktien stiegen nach der Empfehlung überdeultich mit einer Ausnahme, GT Advanced, die stieg zwar auch gewaltig, schlitterte allerdings nach BB-Teilverkauf in die Pleite - Totalverlust einer aus ca 50 - 100?
      1 Antwort
      Avatar
      schrieb am 26.07.16 09:55:10
      Beitrag Nr. 29 ()
      Antwort auf Beitrag Nr.: 52.910.473 von H2OAllergiker am 25.07.16 17:47:05
      und was genau
      wolltest Du dann von mir?
      Avatar
      schrieb am 26.07.16 16:41:45
      Beitrag Nr. 30 ()
      Da Du Terraform besser kennst als ich wollte ich nur wissen, ob es sich bei der unbekannten Aktie um Terraform handeln könnte, wie gesagt, mir kommt keine andere in den Sinn, habe auf diversen Dividendenseiten nachgeschaut, dort gibt es Aktien, die max. derzeit 10-15 % ausschütten und dann REIT`s und so´´n Quatsch u. evt Pipelinebetreiber oder Gasunternehmen, mit denen ich mich nicht auskenne.. . was der Bauer nicht kennt... Egal, danke für deine Mühe. Bisher in den Jahren konnte ich fast alles nachrecherchieren, was diverse BB´´s an Werbemails rausgehauen haben und langfristig interessant genug erschien.
      1 Antwort
      Avatar
      schrieb am 26.07.16 17:46:09
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 52.919.173 von H2OAllergiker am 26.07.16 16:41:45
      OK, jetzt kapiere ich endlich auch Deine Frage
      ich weiß natürlich nicht, ob Dein BB damals GLBL gemeint hat, aber die Beschreibung könnte man per 30.6. schon als passend werten;

      kann die Einstellung, darauf kommen zu wollen, welchen Wert jemand denn konkret empfohlen hat, gut nachvollziehen;

      habe ich früher auch oft gemacht, heute glücklicherweise nur noch selten;

      es gibt auch genug offen kommunizierte Ideen
      Avatar
      schrieb am 05.08.16 15:35:05
      Beitrag Nr. 32 ()
      kein Kleingeld:

      SunEdison proposes to stop paying interest on yieldcos’ notes

      By Tom Kenning Aug 05, 2016


      Bankrupt renewables firm SunEdison has informed its two yieldcos that it will no longer pay interest on their senior notes due to Chapter 11 bankruptcy proceedings, according to SEC filings.

      SunEdison agreed in 2015 to pay interest on senior notes due 2022 for both TerraForm Global and TerraForm Power.

      The interest payments on behalf of TerraForm Power for the rest of 2016 were expected to be US$8 million alongside a further US$16 million in 2017 and any interest due on any late payments.

      Meanwhile, payments on behalf of TerraForm Global for the rest of 2016 were expected to be US$37.1 million, and US$40 million in 2017 with further significant payments each year up to 2020.

      In the SEC filings, both yieldcos said they contest the “purported termination” of the interest payments from SunEdison and said the termination letters sent by SunEdison were invalid.

      However, the firms did say that, should SunEdison stop paying the interest, they expect to continue paying the interest on their senior notes using current liquidity and cash flow from operations.

      Last month, it emerged that TerraForm Power added just 20MW of projects to its portfolio from SunEdison in Q1 2016.

      SunEdison also confirmed that it will collaborate with both its yieldcos to hopefully sell and monetize its controlling Class ‘B’ shares in both units.
      Avatar
      schrieb am 05.08.16 15:47:42
      Beitrag Nr. 33 ()
      Antwort auf Beitrag Nr.: 52.907.395 von R-BgO am 25.07.16 11:57:39
      die jetzt auch gegeben,
      bis auf das obligatorische Erinnerungsstück...


      15% Gewinn, der aber den Verlust der ersten Position nicht aufwiegt
      Avatar
      schrieb am 14.09.16 22:54:55
      Beitrag Nr. 34 ()
      wie schätzt ihr hier das chancen-risiko-verhältnis ein? ich würde die chancen bei 50/50 aber das gewinnpotenzial auf deutlich über 100% einschätzen. was denkt ihr?
      Avatar
      schrieb am 22.09.16 16:38:36
      Beitrag Nr. 35 ()
      TERRAFORM GLOBAL ANNOUNCES RECEIPT OF NASDAQ LETTER

      Requests a Hearing Regarding Letter


      BETHESDA, Md., Sept. 09, 2016 (GLOBE NEWSWIRE) --

      TerraForm Global, Inc. (Nasdaq:GLBL) (the “Company”), a global owner and operator of clean energy power plants, announced today that on September 9, 2016 it received a notification letter from a Director of Nasdaq Listing Qualifications (the “Notification Letter”). The Notification Letter stated that due to the Company’s non-compliance with Nasdaq Listing Rule 5250(c)(1) (the “Filing Rule”), the Company would be delisted from The Nasdaq Global Select Market at the opening of business on September 20, 2016 unless the Company requests a hearing on the determination by 4:00 p.m. Eastern Time on September 16, 2016.

      As previously announced, the Company has not filed its Form 10-K for the year ended December 31, 2015, its Form 10-Q for the period ended March 31, 2016 or its Form 10-Q for the period ended June 30, 2016 (collectively, the “Delayed Filings”).

      On September 9, 2016 the Company requested a hearing and also requested a stay of the delisting pending the hearing. Because of this request, the delisting of the Company's common stock will automatically be stayed for at least 15 calendar days. If the hearings panel grants the Company’s request for a stay, it can postpone any delisting action until the panel’s determination following the hearing. Hearings are typically scheduled to occur approximately 30-45 days after the date of the hearing request. At the hearing, the Company plans to present its plan to regain compliance with the Filing Rule and to request the continued listing of its common stock on The Nasdaq Global Select Market pending such compliance. There can be no assurance that the panel will grant the Company's requests.
      Avatar
      schrieb am 22.09.16 16:39:41
      Beitrag Nr. 36 ()
      TERRAFORM GLOBAL INITIATES PROCESS TO EXPLORE STRATEGIC ALTERNATIVES

      Company Working Collaboratively With SunEdison

      Seeks to Resolve Intercompany Claims Consensually


      BETHESDA, Md., Sept. 19, 2016 (GLOBE NEWSWIRE) --

      TerraForm Global, Inc. (Nasdaq:GLBL) (“TerraForm Global” or the “Company”), a global owner and operator of clean energy power plants, today announced that, at the recommendation of its Corporate Governance and Conflicts Committee, its Board of Directors has initiated a process to explore and evaluate potential strategic alternatives to maximize stockholder value, including a merger or sale of its entire business.

      “Our Board and management team have been working to preserve and protect stockholder value and, after careful review, we have decided that exploring all possible alternatives to maximize that value is in the best interests of all our stockholders,” said Peter Blackmore, Interim Chief Executive Officer. “With a diverse portfolio of assets and record of strong operating performance, TerraForm Global offers a unique opportunity for a broad range of potential acquirers and investors.”

      “We are actively exploring the potential sale of all of TerraForm Global’s equity interests, as well as alternative structures,” continued Blackmore. “We are open to considering a transaction involving a new sponsor that would contribute to the stabilization and future growth of the Company’s very attractive platform of generation assets in a way that benefits TerraForm Global stockholders, including through negotiation of new sponsorship arrangements or through assumption of SunEdison’s existing sponsorship agreements. TerraForm Global also is taking appropriate steps to operate as an independent company without a new sponsor, if that should become necessary in the short or long term. Our benchmark for decisions will be the best interests of TerraForm Global stockholders.”

      TerraForm Global has entered into confidentiality arrangements with SunEdison, Inc. and representatives for certain of its stakeholders to allow TerraForm Global to share confidential information about strategic alternatives and other matters. Certain strategic alternatives for TerraForm Global may require stockholder approval. Since SunEdison is operating under Chapter 11 bankruptcy protection, many decisions made by SunEdison - such as how to vote its shares in TerraForm Global to approve a merger or sale of substantially all of TerraForm Global’s assets - may require the approval of the U.S. Bankruptcy Court for the Southern District of New York. According to Blackmore, “We have been working closely with SunEdison on disposition alternatives so far and regard a collaborative exploration of strategic alternatives to be in the best interests of TerraForm Global, its public stockholders and SunEdison given the collective alignment of interests in maximizing stockholder value.”

      TerraForm Global also has notified SunEdison that its Corporate Governance and Conflicts Committee is prepared to enter into discussions with SunEdison and/or its stakeholders to settle intercompany claims and defenses between TerraForm Global and SunEdison on a schedule that is consistent with the pursuit of strategic alternatives by TerraForm Global.

      “We believe it is in the best interests of TerraForm Global and SunEdison for there to be a prompt settlement of all intercompany claims and defenses to facilitate the strategic review process," said Jack Stark, Chairman of the Corporate Governance and Conflicts Committee. “We are committed to negotiate actively with SunEdison to resolve intercompany matters consensually on arm's-length terms as soon as possible, although we stand ready to enforce our rights in litigation if necessary."

      TerraForm Global noted that its publicly traded sister company, TerraForm Power, Inc. (Nasdaq:TERP), has announced that it is undertaking a similar review of strategic alternatives.

      TerraForm Global has engaged Centerview Partners, Greentech Capital Advisors and AlixPartners as financial advisors and Sullivan & Cromwell LLP as its legal advisor.
      Avatar
      schrieb am 28.09.16 13:45:58
      Beitrag Nr. 37 ()
      SunEdison yieldco’s chasing US$ billions in settlement claims with Chapter 11 parent

      By Mark Osborne Sep 26, 2016


      The two renewable energy yieldco subsidiaries of Chapter 11 bankrupt firm, SunEdsion are seeking over US$3 billion from their parent company over damages and sought settlement via discussions before heading to the courts.

      TerraForm Power has made claims against SunEdison that were said by the yieldco to be estimated to be in excess of US$1 billion. The claims include damages related to breach of SunEdison's obligations under the sponsorship arrangement and other agreements established as part of its previous IPO.

      TerraForm Global has claimed similar issues but claims were estimated to be over US$2 billion.

      “TerraForm Power has lost a large part of its enterprise value as a result of SunEdison’s catastrophic breach of its sponsorship and legal duties,” said Jack Stark, Chairman of the Company’s Corporate Governance and Conflicts Committee.

      “We are prepared to enforce our rights and defenses in litigation if necessary, whether in bankruptcy court or elsewhere. However, we also recognize that resolving our relationship with SunEdison in the courts would be complicated and expensive. A settlement is overwhelmingly in the interests of both sides. We have met with SunEdison to start settlement discussions in the hope that we can resolve these matters on a schedule that allows the collaborative exploration of strategic alternatives for TerraForm Power in the best interests of all stockholders.”
      Avatar
      schrieb am 11.11.16 15:53:39
      Beitrag Nr. 38 ()
      Brookfield proposes takeover of SunEdison yieldcos

      By Danielle Ola Nov 11, 2016


      Canada’s Brookfield Asset Management has proposed a takeover of TerraForm Power and TerraForm Global – either by buying out 100% of the companies for cash, or purchasing their existing Class A and Class B shares and replacing SunEdison as sponsor.

      The Toroto-based alternative asset manager proposed the deal in a meeting with members of the board of both publicly-traded yieldcos on Thursday. No specific purchase prices were discussed or included in the filing.

      Brookfield has already acquired 11.1 million of TerraForm Power’s Class A shares, making it the largest shareholder with a 12% stake. With more than US$200 billion and 10GW of renewable assets mostly dominated by hydro facilities, the deal could be a significant foray into the solar power.

      Brookfield has been flirting with the idea of a takeover since June, when it first acquired shares in TerraForm Power – the more valuable of the two. At the time, it also entered into swap agreements to buy almost 11.6 million additional shares, also expressing interest in buying SunEdison’s Class B shares that provide control over TerraForm, according to Bloomberg. It also was reportedly planning to make a joint bid with David Tepper’s hedgefund Appaloosa, but this never materialised.

      The outcome of the meeting on Wednesday has yet to receive confirmation for either of the two scenarios floated by Brookfield.

      “Nothing was agreed at the meeting, and no specific prices were discussed,” Brookfield said in the filings.


      Brookfield shuns TerraForm Power auction

      In September, SunEdison set up an auction for TerraForm Power, but Brookfield declined to participate, due to concerns about the rules of the process that would require it to relinquish voting rights and give up the ability to trade its shares. However, refusal to participate in the auction was not an indication of a loss of interest in the yieldco – which owns around 3GW of projects in the US, Canada, Chile and the UK.

      “We continue to be on the outside, although we remain in a constructive dialogue,” said Sachin Shah, CEO of Brookfield in a conference call last week. “We are the largest shareholder from a Class A shareholder perspective with the company. We’re constructive, we maintain a dialogue, but we are not in the formal process.

      “We like the company, we like the assets. We’re going to be a shareholder a very long time, and we think we can work constructively with the company, its board and the bankruptcy estate to come to a resolution in the near term.”


      Share boost

      On the news of Brookfield’s plan, TerraForm Power’s shares jumped as much as 11.2%; hitting US$12.92 before closing at US$12.42. TerraForm Global too was up by 6.67% by trading close.

      The SunEdison yieldcos are still under the control of SunEdison, whose Chapter 11 bankruptcy in April still stands as the biggest corporate implosion of 2016, with liabilities exceeding US$16 billion. TerraForm Power is currently in the process of striking a deal to sever its ties from its parent sponsor; whose financial woes have caused both yieldcos to be unable to trade at their former peaks reached in 2015.

      Regardless, many investors have shown interest in TerraForm Power, with D.E. Shaw emerging as a contender last month in a proposal to replace SunEdison as sponsor. Brookfield’s proposal however marks the first public interest in TerraForm Global – the smaller of the two yieldcos, with wind and solar projects in emerging markets.
      3 Antworten
      Avatar
      schrieb am 10.01.17 21:32:53
      Beitrag Nr. 39 ()
      Ganz kurz vor dem großen Ausbruch?!!!
      Avatar
      schrieb am 25.01.17 09:43:30
      Beitrag Nr. 40 ()
      Antwort auf Beitrag Nr.: 53.674.653 von R-BgO am 11.11.16 15:53:39
      jetzt Exklusiv-
      Verhandlungen:http://www.pv-tech.org/news/brookfield-locks-in-exclusivity-…
      2 Antworten
      Avatar
      schrieb am 08.03.17 14:44:24
      Beitrag Nr. 41 ()
      Antwort auf Beitrag Nr.: 54.159.089 von R-BgO am 25.01.17 09:43:30anscheinend ist es was geworden...:

      Brookfield to gain controlling stake in TerraForm Power, acquire TerraForm Global outright

      By Conor Ryan Mar 08, 2017

      Global alternative asset manager Brookfield announced Tuesday that it has entered into a definitive agreement with SunEdison's yieldco TerraForm Power, under which Brookfield will assume the role of TerraForm Power’s sponsor and also become the controlling shareholder.

      In addition, Brookfield announced that it has acquired fellow SunEdison yieldco TerraForm Global outright for approximately US$787 million, per Nasdaq.com. Brookfield will also take on approximately US$455 million in net debt.

      TerraForm Global currently owns and operates a portfolio that includes 31 wind and solar power plants totaling 952 MW of capacity — located in Brazil, India, China, South Africa, Thailand, Malaysia, and Uruguay.

      As part of the transaction details with TerraForm Power, Brookfield will acquire a controlling 51% of the company post-closing. TerraForm’s controlling stake was ultimately sold for US$11.46 per share.

      As a result, Brookfield will provide a US$500 million sponsor equity line to support future growth, while TerraForm Power will also secure a 3.5GW right of first offer (ROFO) portfolio that includes 1.2GW of operating wind plants and 2.3GW of development-stage wind and solar projects in North America and Western Europe.

      Peter Blackmore, chairman and interim chief executive officer of TerraForm Power, said: “With the successful completion of the board’s strategic alternatives process, the TerraForm Power Board and management team are confident that Brookfield’s sponsorship will enable our company to deliver cash to shareholders while strengthening our operations for future value creation.

      “This agreement with Brookfield is the culmination of our efforts to separate our operations from SunEdison and to position TerraForm Power for future success. With the support of Brookfield as TerraForm Power’s sponsor, we will gain additional resources to continue to expand our portfolio and increase cash flow on a per share basis. We look forward to working with the talented Brookfield team to achieve a smooth transition.”

      Sachin Shah, senior managing partner of Brookfield, added: “We are pleased to increase our significant investment in TerraForm Power and to contribute our operating expertise in the sector to position the company for growth. We are confident that our significant renewable power operating experience, financial resources and global institutional relationships will provide TerraForm Power with strong financial flexibility and an attractive pipeline for growth moving forward. We look forward to participating alongside all shareholders in capturing future upside and helping the business to achieve its full potential over time.”

      TerraForm Power has also reached a settlement deal with SunEdison, under which SunEdison will renounce all ownership and claims to TerraForm Power.

      Brookfield expects the transaction to be completed in the second half of 2017.
      1 Antwort
      Avatar
      schrieb am 08.03.17 14:49:59
      Beitrag Nr. 42 ()
      Antwort auf Beitrag Nr.: 54.492.738 von R-BgO am 08.03.17 14:44:24BROOKFIELD TO ACQUIRE TERRAFORM GLOBAL

      BETHESDA, Md., March 07, 2017 (GLOBE NEWSWIRE) --

      TerraForm Global, Inc. (Nasdaq:GLBL) (“TerraForm Global” or the “Company”), an owner and operator of clean energy power plants, today announced that it has entered into a definitive merger agreement under which Brookfield Asset Management Inc. (NYSE:BAM) (TSX:BAM.A) (EURONEXT AMSTERDAM:BAMA) (“Brookfield”), a leading global alternative asset manager, will acquire TerraForm Global for approximately $787 million in cash and will assume approximately $455 million in net debt, representing an enterprise value of approximately $1.3 billion. TerraForm Global owns and operates, or has contracts to acquire, a fleet of 31 wind and solar power plants totaling 952 MW of capacity spread across Brazil, India, China, South Africa, Thailand, Malaysia, and Uruguay.


      Transaction Details

      Under the terms of the merger agreement, Brookfield will purchase all of the outstanding Class A shares of TerraForm Global for $5.10 per share in cash. For Class A shareholders, this represents a premium of approximately 50% to TerraForm Global’s closing share price on September 16, 2016, the last trading day prior to TerraForm Global’s announcement that its Board of Directors had initiated an exploration of strategic alternatives to maximize shareholder value. Immediately prior to the merger, pursuant to a settlement agreement entered into between TerraForm Global and SunEdison, Inc. (“SunEdison”) will exchange all of its Class B shares and TerraForm Global, LLC Class B units into 25% of the outstanding Class A shares on a fully diluted basis. The transaction has been approved by the Board of Directors of TerraForm Global, acting on the recommendation of its Corporate Governance and Conflicts Committee, and has also been approved by the Board of Directors of Brookfield. This transaction also has the support of SunEdison.


      Compelling Strategic and Financial Rationale

      “We are pleased to have reached a successful completion of TerraForm Global’s strategic alternatives process to maximize value for our shareholders,” said Peter Blackmore, Chairman and Interim Chief Executive Office of TerraForm Global. “After a thorough review of alternatives and the significant steps taken by the Board and management to best position TerraForm Global for success, we are confident a sale to Brookfield is the best possible transaction for our shareholders. We look forward to working closely with Brookfield’s experienced team to achieve a timely closing and a seamless transition."

      “SunEdison is supportive of this transaction which we believe maximizes value for the estate and the independent shareholders of TerraForm Global,” said John Dubel, Chief Executive Officer and Chief Restructuring Officer of SunEdison.


      Approvals and Timing to Close

      The transaction is expected to be completed in the second half of 2017 and is subject to certain closing conditions, including shareholder approval by the majority of Class A shareholders (excluding SunEdison and Brookfield), regulatory approvals, the resolution of certain litigation against TerraForm Global, and certain approvals from the U.S. bankruptcy court overseeing the SunEdison Chapter 11 bankruptcy case, including the Court’s approval of the settlement agreement between TerraForm Global and SunEdison, and the Court’s approval of SunEdison’s vote in favor of the Brookfield transaction. The completion of this transaction is not subject to the completion of Brookfield’s transaction with TerraForm Power, Inc. also announced today.


      TerraForm Global’s Settlement Agreement with SunEdison

      TerraForm Global also announced today that it has entered into a settlement agreement with SunEdison in connection with the Chapter 11 bankruptcy case of SunEdison (the “SunEdison Bankruptcy”). This agreement is subject to the approval of the U.S. bankruptcy court overseeing the SunEdison Bankruptcy.

      The settlement agreement contains certain terms to resolve the complex legal relationship between TerraForm Global and SunEdison, including, among other things, an allocation of the total consideration paid in connection with the Brookfield transaction and, with certain exceptions, the full mutual release of all claims between SunEdison and its affiliated debtors and non-debtors and TerraForm Global and its subsidiaries. Under the settlement terms, following the exchange of all of its Class B shares and TerraForm Global, LLC Class B units for Class A shares, SunEdison will receive consideration equal to 25% of the total consideration paid to all of TerraForm Global’s shareholders, reflecting the settlement of intercompany claims and cancellation of incentive distribution rights. The remaining 75% of the consideration will be distributed to existing Class A shareholders.

      In connection with the merger agreement, SunEdison, TerraForm Global and Brookfield entered into a voting and support agreement under which SunEdison agreed to vote all of its shares of TerraForm Global in favor of the Brookfield transaction. This agreement is also subject to the approval of the U.S. bankruptcy court overseeing the SunEdison Bankruptcy.

      The settlement agreement has been approved by the Board of Directors of TerraForm Global, acting on the recommendation of its Corporate Governance and Conflicts Committee.

      Additional information about the merger agreement and the settlement agreement can be found in the Current Report on Form 8-K that TerraForm Global filed with the Securities and Exchange Commission today. A copy of the filing is available on the Investors page of TerraForm Global’s website at http://www.terraformglobal.com.
      Avatar
      schrieb am 27.05.17 12:22:07
      Beitrag Nr. 43 ()
      es zieht sich...
      1 Antwort
      Avatar
      schrieb am 31.05.17 12:57:57
      Beitrag Nr. 44 ()
      Antwort auf Beitrag Nr.: 55.027.647 von R-BgO am 27.05.17 12:22:07wieviele Shares das wohl waren?

      Avatar
      schrieb am 03.01.18 11:07:48
      Beitrag Nr. 45 ()
      inzwischen hat sich wohl ein Übernehmer gefunden, mein Erinnerungsstück wurde heute gegen cash ausgebucht;

      damit ist das Kapitel SunEdison beendet.


      Insgesamt lehrreich, aber vermutlich ohne Ertrag.

      Hätte ich es besser gespielt, hätte es sehr lukrativ sein können...

      Andererseits habe ich auch nicht viele versenkt, anders als z.B. David Einhorn.


      over-and-out
      Avatar
      schrieb am 12.09.18 11:19:10
      Beitrag Nr. 46 ()
      clustering historics


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