Sadly this has come about from a lot of human suffering in the Ukraine, but Germany's political and economic policies against the perpetrators (with the rest of the EU and most of the world) are setting the stage for the next generation. Energy and food security will be the forefront of those changes. There will be also less sovereign risk appetite outside of North America, Western Europe; SE/S Asia and Australia. .
What does that mean here - a lot of people have started to pick the change, but not realising the scale of the change that is still yet to come. This is a generational change and akin to when the Berlin wall came down (except in reverse). Its got me thinking that full value here and what will see over the next year (or two) is closer to $1B or $2.50 a share. SHP is not going to have any problems getting production approved and may even be supported along the way. The talk about Germany reverting to nuclear power is a another.
This is like investing in FMG in 2004 or Tesla in 2016.
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