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uksausage

03/06/24 6:20 PM

#367 RE: WeTheMarket #362

just watched the conference call replay (on their web site).
good to see revenues at last and to get the full run down on the Sines project and phases. makes the 500MW project possible IMHO so long as their partners deliver.

Seems they are being cautious - unlike an American h2 company CEO/CFO pair.

Hopefully the IRA/45V rule changes will enable them to enter the US market although their small project strategy will need to break out into larger sites (I think this was their planned approach anyway)

bought a lot much higher so glad o see them getting some traction with SP and may add to average down.