GNX
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0.00% 27.5¢ genex power limited

General GNX News, page-878

  1. baldynumbers
    3,887 Posts.
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    12/02/21
    15:08
    Post #: 50937642
    operating Mw capacity for GNX is only 100Mw right now...with 500Mw/2200Mwh in the pipeline

    The 2200Mwh storage cannot be understated... but it is also not operational... KH 2000Mwh of storage not yet FC is a massive stall on our SP

    TLT is 850Mw operational - plus their development pipeline is ~2.6Gw... most of their wind farms have excellent offtake PPA's in place

    IMO - once we get FC on KH - GNX will re-rate big time (to me - it seems the recent ~6c of gains since XMAS have been because of approaching FC)... our big ol bathtubs and the battery when operational will be game changing for the company and its profile.

    I agree with brokers that $0.35 is reasonable to expect.

    Its a cat and mouse game on pricing right now
    GNX Price at posting: 28.5¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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