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10.3% 4.3¢ carnegie clean energy limited

Ann: Mungari Solar Farm, page-37

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  1. shaftoe
    237 Posts.
    lightbulb Created with Sketch. 7
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    12/02/18
    13:11
    Post #: 30993904
    I hold NMT. The point about the chemical side is that it allows you to be a low cost producer not a marginally profitable one when prices are high. It’s all good news don’t get me wrong I’m just saying there are a number of factors in the processing location, and cheap power is a mandatory.
    CCE Price at posting: 4.0¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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