SOL under $15 ?, page-29

Should take this elsewhere but my reasoning is more around risk - Which SOL has indirectly by having NHC. The reaction of the Tesla battery in SA just over a month ago to stabilise the grid frequency meant that the renewables are far more compatible with baseload when paired with storage. I then found a research article that explored the concept of smaller pools of users and suppliers and the concept that poles and wires are a large cost of supply so if you can set up peer to peer pools and then you don't have the poles and wires costs... So my concern is more about the risks that we are seeing significant shifts and coal is also at risk but I was more concerned that PEA would face the reality that the mining companies would continuously want new rather than old technology and you are competing with people who are constantly innovating so now you have to add solar and automatic controls etc ... I am more of the opinion that with the advent of all of the control aspects electricity can be handled by relatively unskilled users so in fact maybe the mining companies become their own suppliers.

I am concerned that 2 of SOL's investments seem to be in a phase of unprecedented change. TPG and NHC (indirectly via generation and the green aspects)

However, my understanding is that coal will still be here for at least 10 years and that enough time to make large amounts of cash which I hope they redeploy elsewhere. I am of the opinion that TPG has really great management - they even are deserving of a slide in Telstra's presentations these days. I am about to move to the NBN and didn't even consider staying with Telstra - When I phoned to talk about my account and requested the early termination cost never once was I asked why I wanted that. The process was a bit daunting with TPG but it was all ordered and booked and even an install date was up and running within the day with TPG. I know that is really the NBN but the retailer is still your interface...