EPW 0.21% $2.43 erm power limited

Bit of a joke really. They basically seemed to have had to move...

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    Bit of a joke really. They basically seemed to have had to move the start date on the government contract which is huge so forecast drops in 2015 but if you look at it it kicks right back in in 2016.

    I am not that keen on the comment re EGO and the gas assets which personally look like a lot of effort and really no reward.

    The slower take-up in the smaller businesses does not impact now and in fact they may well be surprised and the contracts are probably easier to get out of and switch so may surprise yet.

    I did not add in the up cycle today but certainly added in the downdraft.
 
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