Stock screener

@stocking @Portfolio @capnludd @Pioupiou @Jimmy C

I respect your insight and opinions and think we share some similarities in how we look at businesses and assess prospects. Have a look at this one and see what you think, hopefully you don't mind my bringing it to your attention.

1. The stable cash generation under the BOO model where essentially it's a long term lease and payment for power to operating sites,
2. The highly sticky nature of the customers,
3. The experienced team that worked together pre-ipo
4. The fact the business survived the previous downturn
5. Exposure to a recovering mining sector (shovels to miners theme)
6. The losses from the now discontinued joint venture depressing previous period results but not to be repeated in full year results (saw a similar thing with JIN a few years ago) and
7. Ability to scale into other projects with same miners based on previous contract performance (I.e. Other mine sites)
8. Predictable earnings model
9. Presence of experienced small caps investor (Alex waislitz / thorney) on the register

Over to you, tell me why I'm wrong / what you think