Interesting Birch. I still don't know where you get the 500t from my explanation though. Neither I understand the full 4400T to Germany - for where do we secure other finance of 50% if no other product attached to offtakes/financing.
If one looks at German offshore wind farm companies or companies operating there SG is obviously one Nordex, Enercon, Orsted are others but there are many more throughout EU. As my explanation suggests another company or SG to secure another 400t - anyway just an interesting situation with 170% product demand as advised by management - nice position indeed to be in - early bird with IP advantage.
ARU Price at posting:
28.5¢ Sentiment: Buy Disclosure: Held
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