Jan. 9 at 7:44 PM
$OPEG Long-dated cashflow template matters because it’s boring: 28-year PPA, ~2% escalator, lifetime gross ~
$3.85M with solar ~350–380 kW + BESS ~250 kW / 1,000 kWh + backup. One contract is a brick. Multiple bricks become a portfolio. Portfolios change valuation frameworks. Dec’s run-rate gives the “funding and execution” credibility 🔥