uk front runner - aquamarine oyster, page-4

All these better mouse trap companies have a potential to be spectacular successes or dwindle to nothing. Alot of investors will not want to take the risk and will wait until the company is derisked before committing funds. They will however miss out on much of the gains.

There are times when investors can do their own derisking by selling into large short term upside and take a (nearly) free carry of the remaining of their holdings. I believe CWE is on the cusp of such upside.

In the long term I think they have enough going for them to be a credible option. However I know there is a lot we don't know (cost per MW is still very hazy). There is also a lot we don't know we don't know