how does it add up, page-8

Heh, of course with my views my money is deployed elsewhere. Including REH.L as it happens which led to CNM turning up in my investigations.

I’ve no trouble with you taking an informed different opinion to me, it’s what makes a market. But seeing the recent surge – it reeks of the mass of money in the market backing an erroneous view (which CNM haven’t gone out of their way to correct) that CETO is proven and CNM own the CETO technology or at the very least have an exclusive Australian licence.

Hence my inclination to raise something of a warning in a venue where enthusiasts naturally gather and egg each other on.

I’m not so sure you disagree – just you see it rising further before reality hits home. And I’ll certainly admit I can’t call the ebb and flow of sentiment, you may well be right. But if you’re leaning on sentiment towards “this sector” rather than CNM specifically – well the reality that is poised to strike is that for all the PR, CNM doesn’t currently have a material involvement with “this sector”. And if it does get the involvement it’s chasing then it’s on TERMS YET TO BE NEGOTIATED.

Sometimes you’re fortunate that the market chases a mirage – and there isn’t a better time to pay the tax and turn paper profits into cash ones.

PS – I meant it. I’d be genuinely interested to know $/MWhr, names of renewable incentives, $/cubic metre fresh water etc.