RE:RE:SP at 3 year lowWas deep in NPI for some time but took my profit about 6 weeks ago. The company is great, heads own a good chunk and are invested in the company, and nice project stream including the new one in Taiwan. Everything was and is firing on all cylinders except the market.
Market sentiment has been strained in Europe and Ford's recent announcement in Ontario against overpaying for renewables contracts did no favors to the optics. NPI has some long term contracts but that means less if governments change the game and sign no further contracts at similar rates and find cheaper providers. For me this is a better play again at this price but not without some uncertainty. That's my two cents. GL