RE Royalties Ltd. and the Energy Transition 2.0

An opinion piece by Armin Schulz (Apaton Finance GmbH).

RE Royalties – On course for expansion

On December 11, there were already signs of where the journey was headed for Canadian specialist financier RE Royalties. At that time, the Company announced a pipeline of around CAD 50 million in concrete investment opportunities in solar, wind, and storage projects. This announcement was not merely a story about the future, but a clear signal of disciplined portfolio growth. The focus is on operational plants or those about to go into operation, which lowers the risk profile. In return, the Company receives a share of the revenue (royalty). For investors, this was an indicator that management is not just talking about ambitions, but has concrete projects that are being developed in a targeted manner.

Just a few weeks later, on January 7, the expected proof followed. The Company announced a binding agreement with developer Solaris Energy. This agreement involves an investment of up to USD 9 million in two portfolios of distributed US solar projects.

Read the full article here.