HYT 2.38% 4.3¢ hyterra ltd

Ann: Quarterly Activities and Cashflow Reports-TNP.AX, page-48

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  1. 347 Posts.
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    @jelly78

    Thanks for that - of course I had read that but unfortunately had faded into the ether due to the attenuated distance following that annc.

    Regardless, the volume today suggests that people are interested in TNP and more broadly I would suggest that as others here have suggested, that the positioning of TNP, should they get a deal done, is extremely favourable given the high demand for cleaner, and cheaper gas in China. This is a real market with a long term sustainable revenue stream which will remain in place until the inevitable, and I really do mean inevitable, transition to >75% renewables - 90% renewables servicing all power requirements in China on and off grid. Leverage into these transition opportunities which arise due to the need for a secure and clean transitional source of power is massive.

    Regardless of Trumps position on climate, the fact is that the costs for solar, wind and other technologies is falling very, very quickly, and they provide valuable economic stimulus internationally. China are driving this cost reduction and increase in the efficiency in technology and it is coming quickly - but not quick enough for TNP to not have a great market for it's gas product.
 
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1 116897 4.2¢
 

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