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5/18/23 8:24AM
replacement cost
Hi - thanks for the write up. On the <50% replacement cost - how did you get to this number? Is it fair to compare to new builds if the newbuilds themselves tend to cost... login to read the rest
What do you read into today's announcement ($800mm spend for 135MW = ~$6,000/kw)? The ROI is going to be poor at that kind of capital cost, but my guess is this is more of a... login to read the rest
Thanks for the writeup. A few questions: 1. As I understand, there has been a decent amount of cost creep for being just 1 year public - are you confident they have costs under control... login to read the rest
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