Àlvaro Escreveu:O mal está mesmo no futuro dos tradicionais, quando o Vale colocou aqui a sua aposta referi o facto de ser pouco verde. Isso na Europa é um grande problema.
Para quem acha que a GALP não tem uma estratégia para as Renováveis junto algumas citações da Conferência de Apresentação de Resultados da Galp:
Andy Brown, CEO
In our renewables business, in 2Q21 we saw higher radiation and very strong solar capture prices of c.€70/MWh.
This allowed us, on a pro-forma OCF basis, to deliver about €19 m. But we also see strong growth with 200 MW
still to be connected up this year, and another 100 MW in our funnel so that we have 4 GW of firm projects under
development today. This is ahead of potential expansions that we may have outside Iberia and we’ve already put
together a strong team for Latin America. So, this business grows from strength to strength with a very strong
outlook.
Our renewable capacity will increase fourfold to 2025. At the same time, building hydrogen and biofuels businesses and through the agility of Galp able to offer 40%
decarbonisation by 2030.
Filipe Silva, CFO
As you know, renewables are not consolidated, the JV results are presented under associates, so the Ebitda that you see of -€6 m refers mostly to overheads and development costs related with our renewables and new businesses areas.
Now renewables pro-forma Ebitda, if our assets were consolidated in proportion to our equity stakes, was €17 m in Q2. This is a very strong number and it has benefited from the good capture prices during the quarter.
Já agora deixo o link para o documento integral que também diz algumas coisas interessantes sobre dividendos/ou share buy backs como forma de remunerar os accionistas e sobre o preço actual das acções.
http://www.publicnow.com/view/176A56C50 ... DDB110CE65