'Anyway, the average billing during the last quarter is way above 100 GWh - the profitability bench mark - which means we are now in positive - profit - territory'
Not sure if this statement holds true. I thought when they report GW numbers they are a very close estimation once fully converted. 'Full' GW conversion process takes a few months after reported....then revenue flows lag again, hence the lag by 2 quarterlies with revenue. This quartely we will likely receive revenue equivalent to 80 'fully billed' GW.....so not quite the magic 100GW number.
Any thoughts? Happy to be proven wrong. Profit really just a matter on when, not if.
LPE Price at posting:
2.8¢ Sentiment: Buy Disclosure: Held
(20min delay)
