LGC prices continue to fall so it will be good for EPW. Higher spot prices should be good for EPW's peaker but it doesn't seem to have run as much as I would've thought. Around 7 times in Jan 2019 so far. Also hard to quantify the impact on whether they hedge some of their contracted load with it or if they solely use futures and Sunset Power International.
I'm not holding at the moment but may reenter if this falls more.
EPW Price at posting:
$1.57 Sentiment: None Disclosure: Not Held
