addjunkie
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- Messages
- 13,781
- Location
- Northumberland. Reet oot in the sticks
Predicting far out commodity prices and returns, is electricity a comodity. Requires stable history, stable inflation, stable geo politics and a bit of crystal ball…..quite understandable how sometimes companies get it a bit wrong sometimes.You wouldn't look at margin on something like that, it would be IRR, either lifetime or 25 year blocks
I am looking into things I can't discuss here, but some of my early stage stuff has grid connection dates after 2030