So @Anndy I am presuming you are not touching this stock with a 10 foot pole?
I am sure your numbers are spot on, but have you thought about the effects of hydrogen sulphide on reciprocating engines? H2S is abundant in biogas and I have heard of expensive scrubbing units being used to protect downstream equipment where biogas is being used. In a TESS plant, the H2S gets burned to heat the silicon, so whilst the effecieny in generating power may not be there, there’s certainly a benefit in being able to 1. burn gas to store heat and 2. burn gas to store heat and run power.
14D Price at posting:
31.5¢ Sentiment: Buy Disclosure: Held
