RE: RE:Ampeak Investor Day -just posted this on website4 Nov 2025 12:04
Thank you OT, so at £1 Billion enterprise value, in simplistic terms (ignoring dilution, electricity price fluctuations, etc...), if everything comes to fruition, eventually the share price should be around £1.37 right?
I've been looking deeper into BESS with the help of ChatGPT, one thing that concerns me a little is market saturation, although this is more for shorter duration storage of 1 - 2 hours. 2 - 4+ hours seems safer from the effects, AW2 is 5 hours I think that I saw somewhere? The presentation says that they modelled 2 hours to get their figures.