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Geshie Naidoo

Manifesto of common sense

SA can grow and create jobs if its net growth in new generation increases...

Geshie Naidoo

Project valuation

Cash flows generated from solar and wind renewables are volatile due to...

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Manifesto of common sense

SA can grow and create jobs if its net growth in new generation increases. The shrinkage rate of national electricity should be offset by a higher rate of embedded IPP generation, giving the economy some chance of preservation. Just imagine a future where the regulatory environment is certain. New projects come to market with speed. Transmission capacity evolves and expands, fit for purpose. Permits are issued with urgency. SA lays claim to its free solar and wind resources. And a compelling portfolio of projects await the deployment of balance sheets.

16 October 2021

Project valuation

Cash flows generated from solar and wind renewables are volatile due to the uncertainty of upfront capital expenditure, load factor, electricity price increase rate, and O&M cost increase rate. If your current financing & investment models are not generating random samples from statistical distributions, then promoters, lenders, and investors run the risk of making the wrong investment decisions.