EPW 0.21% $2.43 erm power limited

On the cusp of a breakout?, page-12

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    Would also be good to see something on the acquisition front. Trevor St Baker has been making noise around coal fired generation investment of late but I can't see that aligning to the ERM strategy at this point, given the scale of that sort of investment. Would be interesting to see them make a play for something like Genex (GNX) - smaller and greener. As it stands there is $60m asking to be spent on something.....and it should be something of decent size. Very happy with how the shareprice is tracking and hoping that it is being a bit leaky - as it has a habit of being.
 
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