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20/04/20

10:32

Post #: 44136018
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Originally posted by daicosisgod: ↑

@NotthatWarren

There is a lot amiss but not with the fund or its operations.

This fund is a Dixon Advisory original and was seed funded by Dixon Advisory clients.

The fund is capable of paying dividends every year for the next 15 years. The fund has all projects operational and generating significant revenues on 15 year agreements in the US and Australia. Over 90% of the electricity generated is covered by the 15 year agreements.

Operating costs are low apart from a little bit of maintenance which will not be much in the next 6-8 years.

If investors are looking for dividends from infrastructure this is an ideal one to own.

What is amiss is the massive dislike of Dixon Advisory funds especially URF which has been a disaster. Management of the URF operations in New York lead by Alan Dixon has, in my opinion, bordered on being criminally negligent. NEW has been tarred with this brush even though Alan Dixon has no day to day involvement in NEW.

But please DYOR and GLTAH

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@daicosisgod
You are accurate about Dixon's though not about the div. This is another Dixon's special. Div can't be fully funded from operations and won't be for some time. Debt repayments can't also be made from operations. All the information is in the AR needed to validate this. In particular look at the fees due to Dixon's.

@NotthatWarren
You're attention was drawn to this a few months ago before you took at position.

NEW Price at posting: $1.00 Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

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Insanely cheap, page-8

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