(b) product manufacturing and operating costs (2,646) (2,646) is largely the cost of electricity they need to buy. So even if they stop expansion, this value will still be spent each 4C to maintain their current contracts.
2.6 Net cash from / (used in) investing activities (458) (458) is the cost of conversions to bring on new communities.
So your analysis which suggests if we just stood still and just started raking in the cash from our current clients should really be subtracting 2.6.
At 138GW, we should now be well into profitability (even with new conversions). Its just that it will take a while for our run-rate to catch up because of the lags in exercising a contract, and collecting dollars off paying customers IMO.
They should commission some independant research to spell this story out to the market because the market seems too dumb to appreciate what a gold mine this company is. All recurring revenue. growth rates to die for. Pity i dont have more money to throw at LPE.
LPE Price at posting:
2.2¢ Sentiment: Hold Disclosure: Held
(20min delay)
