Appreciate your concern but I'm quite comfortable with my position
Disappointing 4C as stated, really need this cash flow lumpiness to smooth out otherwise it's hard to get consistent confidence in this stock.
At least we know FY24Q1 should be decent... really needs to be consistent throughout the whole FY.
One thing that did stand out a little was the emergence of new CAPEX programs... So does that mean as well as Entergy, they also have 1 or 2 other utility providers lined up?
See you all in 3 months
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-35
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