Re NXT: Has anybody seen metrics anywhere tracking growth cap ex per unit of incremental mwh, sustaining cap ex per average units of mwh, and opex per average mwh. I presume the first and second numbers are not easy to generate.
Very difficult to understand the economics without those numbers. Might have a rough crack at generating them myself, as best I can if they don't exist.
I believe knowledgeable investors perceive the results even more negatively than the SP would suggest, as analyst analysis I have read, while seemingly superficial, is quite positive.
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