Record NEM Spot Prices, page-7

Presentation to GS said
Revenue in the US rose to 111.1 m in 1H2016 (jan-jun) from 66.8m in 2H2015 (jun-dec). Pg16

Opec UP _CRM pricing UP
Volume UP_ Opex DOWN
# Volume UP Profit UP
due to higher gross margin in US at $5.61 compared to AU margin at $4.48

Thumb up for US expansion as I always thought gas will replace US coal fired generators.

Higher AUD is helping its US expansion bases whereas higher USD is helping its sale figures. Both are in winning positions.

Any companies expose to US sales are my picks.