re: meso take a look value investors
i thought that they'd need to be nearer to 12-15k by end Nov......but perhaps not; if the customer acquisition rate runs exponentially.....
i thought they had about 4.5 to 5k by end Sep.....so they got about 5 to 5.5k over Oct-Nov......so looks like they been getting about 2.5 to 3k customers/mth over Sep-Nov months......i understand that this is predominantly from NSW, and that Vic has only just begun......
either way, they still need 15k over 4 mths which is 3.75k per mth until end Mar06........doesn't worry me to much if they do not make it by end of Q1 2006......as long as it's close, and they keep it growing and get to their 100k target a few yrs down the track........by then the sp will be massive......
not sure what to think about the community Wind-farm thing i read about in the age yesterday....has Randall talking about getting JGL into it.....
"JackGreen aims to develop small wind farms of 3-20 megawatts, in which community interest would range between 10 and 50 per cent. The size of the community stake would depend on the size of the wind farm and the level of support the community was able to give, Mr Randall said. JackGreen was exploring a range of funding options including providing power to local communities at discount prices instead of putting in cash equity. Given the fact that federal renewable energy incentives have almost been fully utilised, such deals would depend on planned new support initiatives such as that being planned by the Victorian Government, he said"
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