Asset DivestituresPotential upcoming asset divestitures, such as the Cdn hydro assets, could unlock value and highlight that BLX shares (and the broader renewable sector) are undervalued.
Asset QualityAsset quality is strong, with the majority of production contracted with creditworthy counter-parties, providing a stable revenue foundation.
Growth GuidanceBLX highlighted robust growth guidance of 8-10% combined EBITDA CAGR leading to 8-10% discretionary cash per share, with a target of 7GW of generating capacity by 2030.