Lost in Spaces
The Business Brew
00:00
Renewable Energy Equipment Manufacturers
European utilities have already made a huge switch over to renewables, and they've done so on the basis of a lot of very high priced power purchase agreements. So that's lik company like r w e. Those guys have trailed behind some of the sort of industry leaders in those transitions. And now they are in the process of finishing exeting the coal businesses, and should see some fairly significant multiple expansion as they have the same sort of high margin renewable businesses backed by p p in government sort of financing.
Transcript
Play full episode
