Alterra Power MGMXD

These are big, cumbersome projects that take years gather

[materialsgirl]

steam.

Carpy Dime posted this sentence amidst a solid post.

The notion of taking years to reach capacity is 100% false and may indicate a misunderstanding.

Solar runs at full capacity within a week and in fact after several years (years 5 through 20)
the generation of electricity tends to diminish as the panels fade in their ability to absorb the sun rays.
Wind turbines may need a little tweaking and adjusting over the first 4 to 8 weeks and then
production is at nameplate capacity right away
Small hydro projects are at full capacity within weeks also.
Ditto for geothermal.

Yes cash flow for equity holders can grow a bit over time as the debt load diminishes but this does
not necessarily improve profits because maintenance and repair rise as mortgage interest expense falls.

Be careful not to be fooled by this line of thinking

[CarpyDime]

A good response. But when I said steam, I was alluding more to profitability. The costs involved in actually building the infrastructure are significant, take years of negotiation and, depending on the level of involvement during project development, multiple stages of permitting and/or regulatory review and compliance. I am thinking particularly of wind and hydro on that front. I will not argue

[materialsgirl]

Just an add-on comment about "ramping up". In some businesses, it can take a long time to reach nameplate capacity. A new car factory can take a year to iron out all the bugs.  A big gold or copper mine can take 12 to 18 months to get out the kinks and optimise processes and reach 100% capacity.  Some big potash mines take 2 to 5 years to climb up to targetted production

[CarpyDime]

Cheers mat. I agree with much of what you say. When look at the the high level financials (i.e. assets, liabilities, revenues, income/loss), between 2013 and 2016 there has been very little if any progress. Everything has moved in a sideways shuffle. That is the frustration, and it is real and somewhat concerning, especially for those that have been in the longest. I think where I take a slightly

[materialsgirl]

Electrical generation is one thing and it is an important thing. We must then take into account that some generation produces twice as much revenue as other places.   The attributable portion of generation is the important number.  They get very little by way of management fees for the remainder. The real crucial numbers, of course, are the dollar figures.  Many years ago

[BoldForbes]

From time to time the board brings up the past of the company; some of which I can understand.  However, new shareholders can purchase a much better positioned, more experienced company with a better pipeline for basically the same $/share as a long-term shareholder.  A long-term shareholder can average down or build a position for potentially a better value proposition.   The

[materialsgirl]

Bold Forbes; Your explanation of numerous occurrences is spot on.  What you say is all true I will just point out that you are a sort of "explainer-in-chief"  This is the prescribed role of Investors Relations.  All CEOs also spout out explanations and tell great stories with a straight face.  Later, over a drink, they laugh and laugh at how good the tale