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Re: strawpatch post# 8173

Friday, 12/19/2014 10:52:32 AM

Friday, December 19, 2014 10:52:32 AM

Post# of 17377
Holy crap think the moderator could tone down his enthusiasm lol? Juan (interviewer) sounded like he was reciting policy and procedure from a drilling manual.

LOU mex expected and def moving forward. However did anyone notice extension shovels in ground "hopefully 12 months from now (az project). Per s1 hopeful for late 15 around August but still within reason. Elephant in the room is those ppas. Chile/mex/az are people really signing up for these ppas? Ideally I'd really like some ppa news here about 2 months signing up some contracts. In order justify the loan you need about 70% under contract. So... on avg 400wh facility and seems 10 constant mwh contracts seem like a sizable comparison you'd need 28 of them or a large contract say DOD and fillers for rest.

That's a lot of power contracts so sooner power updates than later would be ideal.

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