Exchange: NYSE·Updated 07:30 PM EDT
XIFR logo

XIFR XPLR Infrastructure LP. - Unit

$9.48
$0.09
(0.94%)
Today
Closed $9.48
$0.02
(0.21%)
After Hours
EarningsNov 3
Mkt Cap$1.83B
Vol1.11M

About XIFR

XPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy portfolios with long-term cash flows. It focuses on battery storage, solar, and wind initiatives. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL.
51

Neutral Sentiment

How do you feel about XIFR?

Macessness
$XIFR I won't. I'm invested following (after) the January 2025 strategic shift. But I admit the market re-rating is taking too long. Since Jan 2025, the company has delivered quarter after quarter, on its new strategy. I expected the stock to reach around $15 after 3–4 quarters and $20 by now. disapointing. The fundamentals speak for themselves: - $750M in FCFBG delivered in FY2025. - Another $600–700M expected for 2026. - Improving capital structure and debt profile (also thanks to meadle pipeline sold at 1.1 billion usd). - Surging electricity demand and prices. The negatives are real: restrictive US policies on renewables, borrowing rates up (market), CEPF, lawsuit, etc. But their impact is simply not comparable to the fundamentals and performance. With a market cap of just $1.8B, a valuation similar to January/February 2025 is not justified. Market will catch up. That said, 6–7 dead money and therefore very disapointing. Anyone reading this can jump in.

Advertisement|Remove ads.