Note: We submitted an analysis of Atlantic Power (AT) for the Sohn Conference Investment Idea Contest. Our submission was named a semifinalist. The contest sought the best investment idea for the next 12 months and the judges included Bill Ackman, Seth Klarman and David Einhorn.
Atlantic Power shares have lost over 70% of their value in the past six months primarily driven by a poorly communicated reduction in monthly dividends. The fall in share price has highlighted the need for the company to sell itself to a larger more efficient operator. Atlantic Power owns a desirable collection of non-coal power plants with Power Purchase Agreements that are best owned by a firm that has a...
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