"Given recent geo‐political issues, GEV may be better placed to effectively lease the technology to the contracting parties and not take on any political exposure. Accordingly, in this analysis, Beer & Co has assumed that GEV is paid a “technology fee” of $1.50/mmbtu. "
I am a shareholder of another company that is supplying some defense equipment to Indian army. However, an Indian company is building those in India, Australian tech company only charging license fee.
GEV Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held
