@bumskins I don't think there is much space left in P1. I think there have been several sales in P1 and M2 that contracted after June and not reflected in the FY18 results. In May this year Craig said M2 already had 2.5MW sold and P1 50% sold but the FY18 results didn't show that. The deal revenue recognition must be in H1FY19. I think P1 will be sold out before P2 is built in 18 months. Hopefully we have some clarity in the H1FY19 results as the I had issues reconciling the sales and revenue from the FY18 results. I am expecting 2MW sales in B2, 5MW sales in M2 and 1MW out of P1 for H1FY19 and 5MW of sales in M2 and 1MW out of P2 in H2FY19. If all goes to plan that would be 23MW contracted in FY19. Which is well over double the historic average of 10MW p.a.
@bumskins I don't think there is much space left in P1. I think...
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