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Carson Block · research-note

Hannon Armstrong Sustainable Infrastructure Capital (HASI)

12 pages · 4 arc beats · 0 loops

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Hannon Armstrong Sustainable Infrastructure Capital (HASI)

Carson Block · 2022-08
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Critique of HASI 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
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100% 1/1 slides 100% 1/1 slides
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Background Research 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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Exposing Contradictions 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
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66.7% 2/3 slides 100% 3/3 slides
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Conclusion and Call to Action 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Slide inventory

12
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer page.other
Open slide detail
02
Includes quotes from a former HASI executive to support the critique.name_villain
Open slide detailBeat · Critique of HASI
03
The slide provides a narrative analysis of financial data points (investments, losses, equity changes, debt increases) to support a thesis about asset harvestinanalyze_data
Open slide detailBeat · Background Research
04
The table provides comparative financial statements for Engie Brasil, Engie Peru, Gaztransport & Technigaz, and Engie Jupiter Group.analyze_data
Open slide detail
05
Includes footnotes 12-15. The table provides balance sheet and income statement data for multiple entities.analyze_data
Open slide detail
06
The slide uses a combination of expert interview commentary and formal financial statement footnotes to argue that the investment structure creates a misalignmeexpose_contradiction
Open slide detail
07
Includes a table of PPA offtakers and detailed footnotes regarding financial statements and HLBV accounting.analyze_data
Open slide detail
08
Includes annotations pointing out 'Real P&L from operations', 'Tax equity losses', and 'Non-cash offsetting profit attributed to sponsor (Vivint) & cash equity analyze_data
Open slide detail
09
The slide uses a critical tone to challenge the nature of HASI's financial reporting regarding its Vivint 3 investment.expose_contradiction
Open slide detailBeat · Exposing Contradictions
10
The slide uses a transcript format to expose a discrepancy in loan figures ($140M vs $340M) provided by HASI investor relations.expose_contradiction
Open slide detailBeat · Exposing Contradictions
11
The slide is a transcript of an interview with a former HASI executive, focusing on financial engineering and potential accounting/valuation concerns.expose_contradiction
Open slide detailBeat · Exposing Contradictions
12
summarize
Open slide detailBeat · Conclusion and Call to Action