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14-10-2020, 09:45 AM
#451
Member
Originally Posted by clown
I still can't understand why they don't name the business they have signed up with? Unless I missed it somewhere?
6 separate utility companies under Exelon, many with hundred+ year histories so god knows how many separate utilities they gobbled up along the way, but I'd say commercial sensitivities prevent them naming outright.
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14-10-2020, 09:57 AM
#452
BOOM!!!
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14-10-2020, 10:04 AM
#453
Brilliant news and the market likes it. I have been meaning to top up my shareholding in IKE. I will wait for a pause in the rally
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14-10-2020, 10:08 AM
#454
Member
Originally Posted by Ninefingers
6 separate utility companies under Exelon, many with hundred+ year histories so god knows how many separate utilities they gobbled up along the way, but I'd say commercial sensitivities prevent them naming outright.
That makes sense, thanks
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14-10-2020, 11:33 AM
#455
Originally Posted by Ninefingers
Is that the first time they've reported the number of "assets" in a contract announcement? $3 per asset for 6 months? $6p.a...get all 10mil.
Only top 100 Fortune energy utility business is Exelon: https://www.exeloncorp.com/company/about-exelon
That's an eye watering $ 30mln in revenue alone and with 70% margin, that'll do wonders to their bottom line. If they aren't attributed a fair multiple here on NZX, they may move their primary listing to ASX in due course, just pure speculation on my part atp.
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14-10-2020, 11:35 AM
#456
Originally Posted by sb9
That's an eye watering $ 30mln in revenue alone and with 70% margin, that'll do wonders to their bottom line. If they aren't attributed a fair multiple here on NZX, they may move their primary listing to ASX in due course, just pure speculation on my part atp.
FY22 is going to be a Boomer.
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14-10-2020, 11:38 AM
#457
Originally Posted by Left field
Which begs the question........... why hold??
I think that today’s announcement answers that question.
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14-10-2020, 11:39 AM
#458
Originally Posted by Left field
FY22 is going to be a Boomer.
Absolutely, if it was solely listed on ASX it would've been at least $2 on this news.
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14-10-2020, 11:46 AM
#459
Member
Good to see they're executing on their strategy.
Disc: Happy holder.
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14-10-2020, 12:51 PM
#460
Originally Posted by Cadalac123
I actually find this company extremely strange and a weird hold now.
Last time they became "standardized" it didn't really translate to much, but I guess we'll see.
Originally Posted by Left field
Which begs the question........... why hold??
Originally Posted by Cadalac123
oh I dont hold anymore
Originally Posted by Timesurfer
I think that today’s announcement answers that question.
Exactly, it's Cadalac123 who has sold his/her holding..... and it is not my job to try and persuade them otherwise. It's all about DYOR and owning your own decisions.
I'm still a v happy long term holder
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