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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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XPLR Infrastructure shifted from a stable, dividend-paying YieldCo to prioritizing capital structure, cutting dividends to zero, amid changing conditions. The stock's unit price has been hit hard, but this creates a compelling value opportunity for long-term investors not seeking immediate income. XPLR owns significant wind, solar, and battery assets, making it a major renewable energy player in the US with predictable cashflows.