Great Bay Renewables - Niche Royalty with Billions Backing Them

Interview with Frank Getman, CEO of Great Bay Renewables Recording date: 18th October 2022 Great Bay Renewables, based in Portsmouth, New Hampshire, provides capital to the renewable energy sector in exchange for royalties in renewable energy generating facilities at all stages in their life cycle. Great Bay’s management team has extensive experience in renewable energy development, financing, and operations across a range of renewable technologies located throughout the United States. Great Bay is backed by Altius Renewable Royalties Corp. (TSX: ARR) (OTCQX: ATRWF) and funds managed by affiliates of Apollo Global Management, Inc. (NYSE: APO). 0:00 - Company Overview 0:37 - Overview of the JV between Apollo Infrastructure Funds and Altius Renewable Royalties 1:37 | 12: 18 - Terms of the JV should the Other Party chose not to Go Forward with Possible Deals 2:13 - Role of Apollo Infrastructure Funds in the JV 3:29 | 19:15 - Apollo Infrastructure Funds’ Criteria in Looking for Companies to Invest at 9:10 - Perspective on the Current Market Environment 10:40 | 21:19 - Defining the Scale of Opportunity in the Renewable Energy Sector 14:46 - Embedded Optionality in the Renewable Royalties Business 16:58 - Overview of the Recent Deals 22:56 - Overview of the Guidance provided to the Market 24:07 - Guidance Projections for the Next 3 Years 25:12 - Reflection on Renewable Royalties 26:25 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com