Detail akcie Photon Energy diskuze

https://www.photonenergy.com/article/photon-energy-expands-romanian-ipp-portfolio-to-over-50-mwp

Tržby jsou pouze jedna strana mince, dá se řící, druhořadá. Důležitá je ziskovost a ta zde není.

Poslední 2 roky neměly tyto výsledky na nic vliv, takže to bude zřejmě obdobné a sestupný trend to neodvrátí.

... zítra vyjde měsíční zpráva za září 2024 (https://ir.photonenergy.com/cs/kalendar)

Dlouho jsem se na Photon nedíval. Docela sešup z 50.

The sale of these assets will result in a net cash contribution of over EUR 6 million to the Group’s financial statements. Ať počítám, jak počítám, stále mi to nevychází. 6 mega EUR za 14.5 MWp FVE a 8,2/10,9 MWp hybrid projekt? V době kdy postavím 1MWp za cca 0,5 mil EUR, takže to prodali na CAPEX náklady a k tomu hodili projekt zdarma nebo jak? vyznáte se v tom někdo? Anebo už je v tom nějak zakomponováno i splacení dluhu třeba?

https://oenergetice.cz/nemecko/boom-balkonovych-solaru-v-nemecku-jejich-pocet-se-letos-zdvojnasobil

Tak už nedrží.

The management board of Photon Energy N.V. informs that it has signed an agreement to sell two operating solar PV power plants with a total installed capacity of 14.5 MWp and a hybrid developmentstage solar / battery project with a capacity of 8.2 MWp / 10.9 MWh to CleanPeak Energy. The sale of these assets to CleanPeak Energy is part of our refocusing on the development and deployment of energy storage technologies. The Leeton and Fivebough solar farms, connected through 5MW grid connections to the Essential Energy distribution network, were commissioned in 2021 and built using single-axis tracking and bifacial solar modules to maximise energy yield throughout the day. Most of the electricity generated by these power plants is sold into the National Electricity Market (NEM), with a small proportion sold through a Power Purchase Agreement (PPA). The transaction also included the divestment of an 8.2 MWp / 10.9 MWh hybrid solar / battery project located in Boggarbi, New South Wales, Australia. Completion of this transaction is contingent upon a limited number of conditions precedent which are expected to be satisifed in October 2024. The sale of these assets will result in a net cash contribution of over EUR 6 million to the Group’s financial statements