Great couple of posts ReillyBlue, thanks for the effort in...

First 34 Last

Share
Profile

Follow
Tizard

183 Posts.

32

15/05/18

20:21

Post #: 33116101
Share
Originally posted by Reillyblue ↑

Those who are regular readers of mine (I am being facetious) will know that I am not a great fan of MO. I have been to a few of these presentations and have always left feeling a little underwhelmed. Credit where it is due todays presentation had much more direction and an idea where the opportunities lie. The guy who gave him a going over hit the nail on the head when he said we need to see the revenues now. Without mentioning CETO look at the potential contracts that could be coming out way:

Defence base contracts – we have won 3 already – upgrades in the works for both Delamere and garden island – and obviously the more the defence department moves towards this model the more bases we would be at the forefront of winning. With a quick Wikipedia search I counted 20+ potential microgrids

CSIRO array – 18 more need to be built – it being so technical and having won the first then surely we must be front runners for a large proportion of these

Aboriginal Communities – with the relationship already in place we must surely be at the front to deliver the next projects. The IBA is a government department so it will move slowly but the amount of communities would be dozens if not hundreds.

Pipeline of 200MW of BOO (of which I suspect 100MW is one project)

80 stand alone power systems going out to tender soon. Given that CCE has done all 12 already I think it fair to say we could get at least half of these. And long term if they move to 15,000 then that is a significant market. As he gave a 10 year time frame we are looking at 1500 a year.

They are all fairly concrete and I would be confident that they will materialise into fairly substantial revenue. I liked the “blue sky” opportunities. The fact that Lend Lease needs to be educated on what CCE can offer provides further potential growth. The Indonesian/overseas market place could potentially be huge and if Mauritius finally delivers what a great model to demonstrate CCE capabilities. The changes in the Mining industry, along with the cost savings, is another significant potential area and not just in Australia.
All of this without mentioning wave. I remember a quote attributed to Fitzpatrick saying that the company has the structure right it now just needs to execute.
I can’t see the share price sky rocketing in the next six months. What I would say is that if they can build these projects the share price will slowly build momentum that it will one day pop IMO. It is just how long will it take?.

Expand

Great couple of posts ReillyBlue, thanks for the effort in giving an insight into the nuts and bolts of what's happening
Cheers
CCE Price at posting: 3.0¢ Sentiment: Hold Disclosure: Held
Upvote

1 Great analysis

Reply

Top Stories

SGP

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

STP

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

There are more pages in this discussion • 31 more messages in this thread...

First 34 Last

Add CCE (ASX) to my watchlist

(20min delay)
Last 3.9¢		Change -0.001(2.50%)		Mkt cap ! $13.91M

Open	High	Low	Value	Volume
4.0¢	4.0¢	3.9¢	$603	15.38K

Buyers (Bids)

No.	Vol.	Price($)
3	609486	3.9¢

Sellers (Offers)

Price($)	Vol.	No.
4.0¢	6497	1

Last trade - 15.49pm 19/11/2024 (20 minute delay)

CCE (ASX) Chart

Great couple of posts ReillyBlue, thanks for the effort in...

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Great couple of posts ReillyBlue, thanks for the effort in...

Top Stories

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News