Interesting look at the utility industry. Seba can be a bit out there at times but he does have a decent record of sizing things up. He believes there are a lot of assets on utility companies that are going to not provide the return that they thing.
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It's an interesting discussion but its also true. Energy costs will continue to go down so its unlikely for the profits to stay the same when competition appears. Not to mention the government subsidizing the renewable energy industry.
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