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6	member 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 1 view available tags
4	member 2/21/23 12:22PM Capital allocation
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 view available tags
3	member 2/16/23 7:10PM Re: Re: Questions 2
Thanks. I liked the way you phrased it - "deserves a place in your portfolio". My biggest concern would be a value trap, but it seems mis-priced. 1 view available tags
1	member 2/16/23 6:39PM Questions
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 view available tags