China Hydroelectric Corp. (CHC)

[hebercreeper]

Weather tracker up and running. Q2 not quite on track with 2012 but seems at or above historical averages in Yunnan, Zhejiang, and Fujian.

This one has been vetted by Geo, survived a proxy battle for control, and trades at huge discount to comparable Asian listed names.

There will come a time when tariffs will increase for Yunnan, grid will be upgraded, and climate change-related patterns will put an end to this drought in a big way.

It is a Dam Fine Asset Play indeed but always the potential to get even finer from a buying standpoint.