Good find and basically summarizes my reason for buying into the company in the first place. With energy-hungry Europe rapidly running out of resources and renewable energy adoption on a mass scale at least a decade away, it will be large Eastern European countries such as Poland who will reap the benefits of the need for secure energy supply. Although their production costs are higher than Africa, their proximity to their target markets will save on transport costs. As recent events show, Russia and Ukraine are far too unpredictable for countries to depend on for their energy needs.
PDZ Price at posting:
46.5¢ Sentiment: LT Buy Disclosure: Held
