Ann: FY17 Half Year Investor Presentation, page-7

I'm keen to hear more about the 'agreements with renewables developers' and how they are using this to offset/correct the recent fines paid in lieu of LGC purchases.

The company appears to be running some slim margins as far as I can tell. With a bit of luck, the USA business grows as promised and pushes them up a bit.

I can't say there are any red flags to sell out, though I can't say there's any buy buy buy signs either (though if there were, it'd already be too late to buy in).