XPLR Infrastructure (XIFR) could show "significant" long-term as the company simplifies its capital structure and deleverages its balance sheet, underpinned by underpinned by its free cash flow and asset sales, RBC said in a Tuesday note.
Building on this, the brokerage said that one potential catalyst for the company is an acquisition of XPLR due to its "depressed unit price and attractive underlying assets," adding that NextEra Energy (NEE) would be a seller of its stake in the company at the right price.
RBC said that XPLR has a 10 GW renewable energy portfolio entirely in the US, underpinned long-term power purchase agreements by with a weighted average remaining contract life of 12 years, providing predictable long-term cash flows.
RBC resumed coverage on the company with an outperform rating and a $14 price target.
Price: 11.27, Change: +0.75, Percent Change: +7.12
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