RE Royalties at the International Investment Forum

Written by Fabian Lorenz (Apaton Finance GmbH).

High dividend yield and perceived undervaluation in a single stock—this is the case with RE Royalties. Investors interested in this opportunity may want to mark May 20, 2026, in their calendars and register for the virtual IIF investor conference. That is where Peter Leighton, COO of RE Royalties, is expected to provide an interesting update. The company has signalled that it no longer intends to accept its current valuation and announced concrete measures at the end of March. The stated objective is to enhance shareholder value. To this end, all options are being considered, including partnerships and new financing structures, as well as a potential sale of the entire company.

Management's frustration with the current share price is understandable. Although the stock of the company, which specializes in financing renewable energy projects, has risen by around 40% this year, the dividend yield remains above 10%. The share is currently trading at CAD 0.35. Last year, a dividend of CAD 0.04 was paid, and so far there is no indication that this level would not be maintained this year. The business model is expected to remain in demand: project developers receive capital from RE Royalties without giving up any equity. In return, the company receives a share of future revenues. RE Royalties focuses exclusively on proven technologies such as solar, wind, hydropower, and energy storage, often in the United States. As a result, it benefits indirectly from the energy demand driven by the AI boom. The company has recently indicated that its potential project pipeline could reach up to CAD 200 million. By comparison, RE Royalties' market capitalization is below CAD 20 million.

Consequently, the management's presentation at the IIF on May 20, 2026, is likely to be extremely interesting unless the stock price rises beforehand.

Learn more about the International Investment Forum here.