PWN 0.00% 0.8¢ parkway corporate limited

PWN Valuations with QGC/Shell and Beyond, page-14

  1. 761 Posts.
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    I am not so sure, as I understand it, PWN is planning to be a licensor to a water treatment company which builds a plant for Shell. If this is what happens then they may establish an exclusive licence to said water treatment company. This would mean whatever rate is set, is set for the whole industry's waste. That gives PWN great bargaining power as that water company would want to corner the work for the whole industry and thus may happily pay well for the exclusivity.

    All IMO, please DYOR and GLTAH
 
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