Ann: April 2020 Non-Deal Virtual Roadshow Presentation, page-9

Nice post Megvar,

Always good to remember that the Kidston solar has the QLD Govt PPA for its offtake, which removes a lot of the pricing uncertainty for solar installations which do not have a battery to control timing of delivery into spot market.

Gemalong will "hopefully" achieve the revenue you have mentioned there... but the as I just mentioned - the spot market is terrible for solar generation - as all solar production hits the market at the same time.

PH is the core purpose of this stock and now that the deal has been confirmed - agree that expectations should be that the price will return to over 20c... and IMO expect near bagging material as it approaches generation status.

GLTAH - market has behaved pretty positively in the last few days post massive sell off... agree that infrastructure will be a key for reviving the economy once Covid-19 passes over - there will be a lot of unemployed people and many people may find that forced adoption of remote technologies may cause businesses to permanently adopt a more remote / less retail forward method of operation = less jobs in a sector which employs many people (so these people will need to reskill/relocate).

All IMO of course... but good luck and safe health to all.