Uploaded March 2023 | Updated September 2026, 1 hour ago
COL Conversations with Alternergy Holdings Corp.
Harnessing Nature's Power
Vince Perez, Gerry Magbanua, and Charles Ang
Recorded on March 13, 2023
đź”— To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- As a former energy secretary, how does your previous experience with the government impact ALTER? [00:29]
- Can you explain the Triple Play? How exactly does it benefit ALTER? [02:16]
- What is your view on power rates? Is there a risk of power rates going down? [05:28]
- How are you different from other renewable energy stocks and what's your competitive advantage? [06:57]
- How concerned are you with the other renewable energy players that are seemingly expanding also very aggressively? In the next 3 to 5 years, do you think there's a potential over saturation of the market? [09:26]
- What's your financing strategy to fund the 1GW expansion? What comfortable level of D/E is the management currently looking at? [11:09]
- How big is your CAPEX requirement for Tanay Wind and Alabat Island Wind projects? Do you need to raise further equity capital in the next 1 - 2 years? [12:15]
- Questions on Renewable Energy: (1) What are the hindrances in adopting alternative energy for most Philippine communities? (2) What is the current regulatory environment? Are there assured tariff rates to support RE development? How easy is it to get ERC approvals? [15:02]
- IPO Questions: (1) What can you say about ALTER's pricing which according to many trading social media communities is overpriced? (2) Does the IPO have a stab fund? What is the dividend policy? [18:38]
- When will your offshore wind projects come online? Are you also investing in BESS? [22:40]
- How do you protect or lessen the damages of your portfolios in case of any natural calamities? [23:35]
- Are there further acquisitions of additional stakes in associate companies to obtain a controlling stake being considered by management within this year or the next 3 years? Or will management prioritize expansion through additional greenfield projects? [24:50]
- What's the background of the institutional investors that are interested in Alternergy? Are they subject to any lock-up? [25:46]
- What is your estimated market share when it comes to the total renewable power generation / requirement of the country? [26:32]
- Closing remarks [27:50]
#philippinestockmarket #Alternergy #COLconversations #COLFinancial
COL Conversations with Alternergy Holdings Corp.
Harnessing Nature's Power
Vince Perez, Gerry Magbanua, and Charles Ang
Recorded on March 13, 2023
đź”— To join our future COL Conversations webinars, register at bit.ly/COLCONsignup
- Introduction [0:00]
- As a former energy secretary, how does your previous experience with the government impact ALTER? [00:29]
- Can you explain the Triple Play? How exactly does it benefit ALTER? [02:16]
- What is your view on power rates? Is there a risk of power rates going down? [05:28]
- How are you different from other renewable energy stocks and what's your competitive advantage? [06:57]
- How concerned are you with the other renewable energy players that are seemingly expanding also very aggressively? In the next 3 to 5 years, do you think there's a potential over saturation of the market? [09:26]
- What's your financing strategy to fund the 1GW expansion? What comfortable level of D/E is the management currently looking at? [11:09]
- How big is your CAPEX requirement for Tanay Wind and Alabat Island Wind projects? Do you need to raise further equity capital in the next 1 - 2 years? [12:15]
- Questions on Renewable Energy: (1) What are the hindrances in adopting alternative energy for most Philippine communities? (2) What is the current regulatory environment? Are there assured tariff rates to support RE development? How easy is it to get ERC approvals? [15:02]
- IPO Questions: (1) What can you say about ALTER's pricing which according to many trading social media communities is overpriced? (2) Does the IPO have a stab fund? What is the dividend policy? [18:38]
- When will your offshore wind projects come online? Are you also investing in BESS? [22:40]
- How do you protect or lessen the damages of your portfolios in case of any natural calamities? [23:35]
- Are there further acquisitions of additional stakes in associate companies to obtain a controlling stake being considered by management within this year or the next 3 years? Or will management prioritize expansion through additional greenfield projects? [24:50]
- What's the background of the institutional investors that are interested in Alternergy? Are they subject to any lock-up? [25:46]
- What is your estimated market share when it comes to the total renewable power generation / requirement of the country? [26:32]
- Closing remarks [27:50]
#philippinestockmarket #Alternergy #COLconversations #COLFinancial
