It is still a super speculative stock that I'll have always on my radar. Currently I am bearish on their financing options and the, in my opinion, future cost blowouts, and timeline extensions that I expect to eventuate. I don't believe enough in current management to navigate the current macroeconomic headwinds without some sort of stimulus.
Future households will be moving further away from gas in 2025 when newly built households will not be connected.
Great idea, terrible timing.
Ann: Ceasing to be a substantial holder, page-32
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