Unfortunately not. In the spirit of transparency the 0.79...

Unfortunately not.

In the spirit of transparency the 0.79 quarters of funding scared me and I took a bet there will be a CR, so my order is in at 0.135. Doesn't look like it'll get filled. I am still unsure how I feel about how reliant on good weather this process is. I get that its an energy efficient solution to use the sun, but like I said, I don't know the weather up there so it's a blind spot I need to be aware of.

I will say the rain does look a lot lower than I thought it would be. I hear about tropical storms and thought it more of a monsoon out there, but no this looks pretty reasonable.

Anyway, like I said I'm not in yet as I thought there was potentially a cheaper entry but looks like I was wrong. Looks like I'll have a chat with the wife and if we feel upping our entry price to ~16c.


I've been honest, can somebody else give me a fair 12month price target? I get we could be looking for ~$250/t profit (350-120 as a estimate), eventually ramping to 800,000tpa which means we'd be profit of about US$200,000,000/year which is obviously huge upside, I just don't see what I'm missing. Why does this seem too good to be true?