Not convinced by the politics and competing energy source that favors N power energy boosting. Blame the Japs and the Fuku disaster. I don’t know anything about BKY but all i know in this landscape ERA is the one still standing but has a huge environmental bond to fulfill. The rest are probably closer to AUSC$50-60.
When you see the sector make up having diluted holder’s to death bring on the next stealth way to raise capital ie. Share consolidation, you know the sector is in trouble. Each year the Spot price is low means more cap raising to further dilute the holders before shares on issue makes it almost impossible for SP to appreciate without pumping the Marjet capvridiculous high. You just have to look at Boart Longyear.
Not convinced by the politics and competing energy source that...
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