SLX 0.00% $4.55 silex systems limited

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  1. 2,041 Posts.
    That is a fairly reasonable assessment.

    The only question for the SLX board would be, do we generate $1 profit from the 1 MW? That is, are the O&M costs, lower than the revenue the plant generates?

    Power prices in Australia are suppressed at present, particularly in Victoria, however, it is unbelievable that a CPV power plant already constructed cannot be viable, even at 1MW scale.

    I haven't been following SLX too closely recently, but if the de-rating of plant capacity is a factor, this could also be a major concern, and partly the cause.

    I am beginning to think CPV may have missed the train as plain PV keep steaming ahead, cheaper, more efficient, whilst CPV stumbles from one disaster to the next.
 
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