LPE 0.00% 16.0¢ locality planning energy holdings limited

Ann: October Operational Update, page-89

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  1. 514 Posts.
    lightbulb Created with Sketch. 13
    LPE floated for 0.02 in 2015.
    They are now billing 136 GWH * $220,000 per GWH with 18% profit on this minus expenses. Billing $26 million end of October 2017
    They have no debt ($2m directors loan which they can use)
    They are cash flow positive.
    Growing at 6GWH per month average.
    Income contracts are average of 7 years guaranteed.
    No Major upfront expenses in the short term.
    No extra staff requirements up to 200GWH. (extra $14 million PA billing)
    We do have shares coming out of escrow in Jan 18 but surely this has to be inviting considering from now on all new signings will all be profit.
    directors have very high wages and performance based incentives

    I agree with you guys that they are not trying to increase the share price as they dont care until they get to 450GWH but the fundamentals of it all look pretty good

    Am I missing something?
 
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