why the raising, page-3

Read the notes team! The cap raising is so they can start funding build-own-operate plants. Brilliant move, as can get away from bumpy revenue streams and have nice consistent profits which should be excellent margins with current prices.

Only problem is that it seems they are going to take 2-3 years for the strategy to be cashflow positive and it's a toss up as to how aggressively they decide to go in on this. An aggressive approach would have higher potential returns but might place some stress on market sentiment if they burn their way through a series of issues to fund it. So this is tiny hold for me just to keep it on the watchlist. But long term it seems like a low risk play.