You can see that I’m playing in real-time w/ what data I can easily pull out from all the different AI’s/LLM’s and sync it all together. Put comments what’s too much, what can be added etc etc. Fun times. And please consider donating and buy me a Somtum Waffle 🙏🧇 📊 ACE Company Background Absolute […]
Read More →ACE to cod 18 solar project combined 117mw in 2H, 6 already coded since Jul, t/g 53 project 468.63mw by eoy. AURA eyes 25-30% FY rev growth t/g driven by larger portfolio of Gold for Cash yoy above Bt8b, sees interest expense drops to 4-5% from 5-6% aft sold CD to refinance, mulls adding 156 […]
Read More →ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development) Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive) BCH upbeats 3Q earnings form improved fly-in […]
Read More →ACE: cod 5.21mw solar project, lifts total to 92 project combined 758.25mw (cod-ed 42pj 433.3mw & 50pj 324.95mw under development) Comment: Crony crony crony, but it doesn’t matter as they’re still winning projects (and to their credit – their presentation material and monitoring of their plants are impressive) BCH upbeats 3Q earnings form improved fly-in […]
Read More →ACE to cod 18 solar project combined 117mw in 2H, 6 already coded since Jul, t/g 53 project 468.63mw by eoy. AURA eyes 25-30% FY rev growth t/g driven by larger portfolio of Gold for Cash yoy above Bt8b, sees interest expense drops to 4-5% from 5-6% aft sold CD to refinance, mulls adding 156 […]
Read More →ACE won e-bidding to develop & operate 2 municipal solid waste power plants (9.9mw & 8mw) under 25 years PPA, lifts total to 9 projects in portfolio with total installed capacity of 80.3 mw. CPAXT: cod-ed Makro Ban Bung, its 8th store in Chonburi province to capture growth from industrial estates, diverse customer base of […]
Read More →ACE reported cod-ed of 5 solar projects combined 35.4mw, lifted total to 89 projects with total installed capacity of 726.15mw (34 cod-ed 349.21mw & 55 under development 376.94mw). AWC upbeats FY25 outlook from 13% increased hotel room capacity (7,052 rooms) as several hotels scheduled to cod this year including Melia Pattaya, Pattaya Marriot, Fairmont BKK […]
Read More →ACE will cod 21 solar farm combined 47mw by end of year, firms on plan participate bidding for 3,600mw renewable ppa under new power development plan (PDP). Comment: Ticks some boxes for the woke ESG crowd, makes the family wealthy at the cost of businesses and the tax payer. EMC in collab with eTreego, a […]
Read More →ACE signed 20mw community solar PPA with Provincial Electricity Authority (PEA), scheduled to cod in 2027. Comment: All these clown ESG renewable stocks that sucked the cash out of our pockets are declining rather rapidly… AQUA’s subsidiary, TCDC, signed a 7 years warehouse lease contract with Unilever, expects to generate Bt1.672b income stream during contract. […]
Read More →Notable Transactions Buy(s) THB 147 mn Sell(s) THB 7 mn
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