Added to YB: 2025-04-22
Pitch date: 2025-03-04
XIFR [bullish]
XPLR Infrastructure, LP
+23.16%
current return
Author Info
No bio for this author
Company Info
XPLR Infrastructure, LP engages in the energy selling business in the United States. It operates a portfolio of contracted clean energy assets, including wind, solar, and battery storage projects.
Market Cap
$932.1M
Pitch Price
$8.55
Price Target
17.16 (+63%)
Dividend
N/A
EV/EBITDA
16.63
P/E
105.49
EV/Sales
11.73
Sector
Independent Power and Renewable Electricity Producers
Category
turnaround
XPLR Infrastructure, LP - $XIFR
XIFR: Busted yieldco down 50%+ YTD after dividend suspension. Owns 10GW wind/solar with 13yr avg contracts. Trades 8x EBITDA, ~1.3x norm FCF (~$650M). Strategic pivot: using cash + debt to buyout CEPFs at double-digit returns through 2027. Post-2027: repowering, growth, or capital returns. 100%+ upside if mgmt maintenance capex estimates accurate.
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