LPE 4.35% 12.0¢ locality planning energy holdings limited

Ann: Investor Presentation - June 2018, page-40

  1. 2,179 Posts.
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    Thanks
    Interesting that Bell Potter are leading the net buy volume.
    I also suspect the 27 GWH of DMC is an error, but was referenced to the financial year.
    Overall I am pretty happy with the state of play. Confirmation of the ~18% margin on DMC is a big positive.
    With a reasonable expectation of 11 GWH/month coming under management, the growth story is impressive. Ending this FY with the 40 million revenue on a run rate basis is supportive of a market cap well above 42 million.
 
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