Clearway Energy: Ambitious Targets, But Compounding Ability Limited

I I F ■ F Matteo Colombo Investment Update Following my last publication on Clearway Energy Inc. (NYSE:CWEN) (NYSE:CWEN.A) in May, the stock is +5% and the business has posted its Q2 numbers, which I'll dissect here today. In the prior report, titled "Turnover on capital unable to pick up exceptional operating margins", I performed an extensive deep dive into the company, its business drivers, how it is unlocking value, its CapEx runway, returns on capital, prospects of underlying asset recovery, and valuat ...