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Rattled by high interest and high inflation. Concerns over stability of Taiwanese Strait. Recent pullback is a chance to add. Fundamentals are sound in terms of windfarm buildout, doing an incredibly good job. Not breaking through recent lows. Have to be comfortable with certain levels of risk that aren't in other names in that space. Performance has diverged from others due to where it's developing. For example, workers being injured in Taiwan puts investors off. Have to look through that, bit of a leap of faith.
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