可再生能源估值已经失控了
从字面上看，主题标题说的是，此时它已经超越了。我来到这个行业是为了重视实际资产而不是60％的虚构管道“它可能从现在起5年以上的COD”，每个主要投资者都希望为他们的平台提供一个平台ESG目标那太好了，coP 2069for the fellas right...but what used to be a precise and safe bet to value with confidence that a teacher in Australia will have a reliable pension income stream in her late years has become something more akin to a风险资本游戏the upside is simply not there given some serious compression in PPA pricing, and its got me concerned at this point.
有兴趣听到其他人的想法，即过去〜2年在该空间中越来越积极的估值如何最终会发挥作用。
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"You can't have a conscience in the卖方游戏” - ur boi在PEshop that owns it
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