There is a dislocation in valuations between renewable energy and conventional energy. Caused of late by an appreciable shift in the investment activity of institutions with political aims. Universities, state retirement funds, activist funds, etc, toward renewables.
Lofty numbers for a lot of solar and other names, not so lofty for oil and gas, with amazing dividend yields historically.
Charts of ExxonMobil's yield in particular. Vs the share price of TAN, PBW, and ACES, three large clean energy funds, over the last 2 years.
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