For me modular units would be a slow burn for growth. I look at capital goods companies, especially exploiting new technology, and growth is lumpy, inconsistent and slow. A big project like QLD CSG will jump-start that bottom line and give PWN a great base to build on. Why QLD, why CSG, because that is what has bitten and it is close to home. I am happy with focus being devoted to getting it over the line, rather than ramping BD (and endless CRs) trying to knock on all doors. I am happy to wait until PWN is financially sustainable and has the credibility of operating plant's in CSG before investing in the next phase.
All IMO, please DYOR and GLTAH.
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