It’s difficult to get the info required for value comparisons between TLT and Trustpower from this presentation, lots of info on Longroad & Galileo but very little on the other two.
Side by side TLT v Trustpower appear to be valued at almost the exact same market cap, but both have very different sized
operations in terms of MW. The earnings of Trustpower are also about 3 x higher than TLT despite TLT having far more MW capacity. So in short, I would need to do much more research to understand the two businesses & how they are valued because I have NFI.
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