As for GG we are all waiting for some verbal expansion. There is...

As for GG we are all waiting for some verbal expansion. There is time n quantity of selling restriction on the amount of shares the three main holders ( from mangmnt can sell) As for the PPA, ZEN has in place with their BOO customer a "take or pay" contract, which I understand the customer has to pay a certain minimum fee for the duration of the contract regardless of the usage This guarantees income if the mine/ customer has temporarily shut operation down or a mine closure. Or even if consumption has dropped significantly. The only problem arises in liquidation. Than ZEN will claim the Assets. What i like in the company is the fact that they can integrate few sources of energy in one Energy Plant according to what's best n available scenario. Australia thrives on the mining industry and with such vast land thats is of the main grid we r bound to see more n more projects , communities, and industrial /commercial sites becoming independent n self reliant . Reliable source of energy is paramount now days. Imagine a hospital with a power failure with out generators in standby. For the remote mining industry there are no other options Zen can charge higher prices due to the short contract n remoteness of mine The BOO model provides an excellent income and guarantee cash flow against a drop in new contracts. So when new downturn in mining reoccurred there's a steady moat to protect. The BOO model has turned ZEN from a contractor to an Energy supplier n a financial company The only missing piece for my understanding is the net Annual ROE for the Energy supply income segment. After all costs of depreciation, finance, operation ,material,employees n head office have been calculated. The earnings from the Energy supply n maintenance is the foundation n backbone of the company ( for me) , and for as long as we can add to the MW sold at healthy margins the larger we get