RE: Folks, genuine question19 May 2022 14:37
We've got 3-4 plants coming online this year, that's pretty good going by anyone's standards! Once the big companies can see them up and running and what revenue they produce, they'll look like a good investment in anyone's portfolio.
It's more about reading between the lines right now unfortunately, do you think they've opened a subsidiary in France for just a couple plants? Or are they expecting to be doing a lot of business over there?
I'm sure Aandi et al can come along and rhyme off tons of reasons the future is bright here like they have plenty of times already, but, unless you can see the big picture and simply want numbers on a spreadsheet then now's not the time to be investing in EQT IMO.
The market is screwed right now, like you say. When you look at PHE who have a larger MC once again than EQT and they're relying on HUI to build their FOAK in Ireland, you know things aren't right! We as EQT investors know how hard work the planning process in Ireland is! They've got a great plan that is all - turn waste plastic into electricity and hydrogen - the market obviously loves the sound of that. But EQT are far advanced from that, don't you agree?