BTM in this example is 1/4 of the price of Integra's product. In a couple of years PNV could double the price and it would still be 50% cheaper. Enormous pricing power here and I don't think many analysts have built that into their DCFs but it is so obvious.
Many companies have used power prices to build a market position and then once they are entrenched, steadily increase prices.
They won't jack it up all at once, but I expect a steady increase in price in the medium-long term when they feel they have dominated the market.
This is going to add enormously to revenue growth along with the acquistion of new accounts and entry into new markets.
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1 | 2558 | 2.590 |
1 | 2558 | 2.580 |
1 | 2558 | 2.570 |
1 | 2558 | 2.560 |
Price($) | Vol. | No. |
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2.520 | 33 | 1 |
2.590 | 1002 | 1 |
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