Wow,Thanks @NemesisAu,I got a lot more out of that than I did...

Wow,

Thanks @NemesisAu,

I got a lot more out of that than I did just the Presentation release to market. My takes:

Can build 10-15 plants in a relatively short period of time. All modular. Have a facilities to build then and the inventory in most parts too.

Similar CO's overseas would be valued at $500-$1b. That's nearly 25-50 cents.

That in relation to generating Margin of $20-30m per annum which PWN are targeting in the shorter term with Upstream ONLY. That's 4-6 plants, not the total 12-24 or the 10-15 he talked about above.

4 plants PE of 10 is:

Margin $20m. nearly 4 cents per share, valuation of 40 cents
Margin $30m , nearly 6 cents per share, valuation of 60 cents

PE of 20 and you double that.

Given that the plants are modular, no permitting requirements, bonus.

And this is only part of the Upstream Opportunity,

Timing from Contract to Delivery and revenue generation:

6-9 months for the first one,
6 months there after give the learnings from the first one. Can obviously build more than one at a time, concurrently, not sequentially.

$10m Capex per upstream modular plant, even Parkway can fund that. But the MasterPlan would involve some big players.

I got a lot out of that interview, thanks for posting.

The rest is up to the market and Bahay and his Team. Onwards and upwards.

I think the market and punters coming onto this forum are starting to understand why we are all here and sticking with the long term plan.

Mr M.