my biggest concern is actually capital raising. I've seen way too many times on cfu, everytime there is a run, the management throws in a CR just for good measure, sigh.
But on the good side the fundamental are really good now.
Just want to add another note. Based on the business spectator website, an article have mentioned about a dive in electricity consumption over the summer: http://www.businessspectator.com.au/article/2013/3/11/energy-markets/summer-cant-stop-electricity-demand-dive
I am guessing this is more to do with price and how that energy is produced. Since we are living in such environmental aware society. people dont like to turn their electronic on knowing that its 1) expensive 2) unstainable source of energy 3) polluting.
In that regards, that make me believe why the german goverment is aiming to target the market on green and renewable energy with slogo like "hey guys, look!! its ok now to use that german washing machine, use more electricity please, it's create job and its green yeah baby!! you catching my drift?
Now imagine origin energy, AGL all those company now losing $$$ coz people not turning on their aircond even on 9 days of heat. Soon or later these guys will jump onboard the BLUGEN bang wagon!!
When you are losing $$$$, you will be forced to change. Trust me, das a great motivation tool!!!
anyway good luck again.
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