keep reading... they do an individual progress report for each business... well worth the time
IMO I agree that valuation is hard, I do not put any weight to MorningStar Quantum FV
I most value the direction that they are headed and to date, Morrison & Co have done a job worthy of their performance fee in identifying the investment thesis and picking suitable investments to fit that thesis.
The fact that they will be re-investing further into renewables to fill the void that TLT sale caused agrees with my own thoughts on should be done - hopefully the change in method of operation for Longroad (from developer to sell to developer to hold) works well LT...
IFT Price at posting:
$7.47 Sentiment: Buy Disclosure: Held
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