KPO 0.00% 0.3¢ kalina power limited

Ann: KALiNA Provides Update on Alberta Projects, page-51

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    Good viewing. An interview with CEO Ross McLachlan just come up on twitter. The promotion is beginning as clearly the message needs new eyes.
    The key takeaways are that the 320MW identified as in development is only the beginning. In Alberta alone they have 10 plants or about $2Billion of projects they have targeted. But Ross also identifies that Alberta is just the start.

    Worth noting that 10 sites is 640MW just for Alberta.

    Ormat have around 900MW worth of projects and their MC was about $5-6Billion

    SO what do you think we are worth once we have the 10 sites in Alberta under construction? At over two thirds of Ormats size a $50M MC seems a little underdone. The problem at the moment is no-one believes they will start the first plant seemingly. I on the other hand think that its pretty much a certainty as they have all the numbers now. Class C costings by definition can only be in error to the downside I think. So quite conservative numbers they have already and they look great!

    A screaming buy

    ps it doesn't seem to be letting me upload the YouTube link so you may have to search yourselves






    Last edited by djwally: 21/04/21
 
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