Mark Josef Jones

Sustainable infrastructure; invest in the solution not the problem (own views). Resolution Capital | Portfolio Manager - Global Listed Infrastructure

[Mark Josef Jones @MarkJosefJones]

@arcenergyinst @JackieForrest @PTertzakian Fantastic debate. The softly softly adversarial discussion made this one of your best podcasts.

[Mark Josef Jones @MarkJosefJones]

@newbiedm To en

[Mark Josef Jones @MarkJosefJones]

@elonmusk Multi-language support (able to translates most tweets to English)

[Mark Josef Jones @MarkJosefJones]

@stuhorsman @ScottAdamsSays Heavy lifting

[Mark Josef Jones @MarkJosefJones]

@LevelTenEnergy How does this compare to Europe PPA Price Index?

[Mark Josef Jones @MarkJosefJones]

@LionHirth Given the industrial strength of Germany are you implying a catchup is coming? Why haven't Germany's largest companies participated more in PPA market? Even if Germany was not building lots of new renewable capacity they could just buy PPAs in other EU regions presumably?

[Mark Josef Jones @MarkJosefJones]

@AuroraER_Oxford @ssethermal Insightful.

[Mark Josef Jones @MarkJosefJones]

@alexbhturnbull1 To be a fly on the wall listening to the argy bargy between MCB and AF, would have been fascinating. Small beer, no one lost their shirt and it was always an overly ambitious idea.

[Mark Josef Jones @MarkJosefJones]

@stukhan That history lesson was awesome.

[Mark Josef Jones @MarkJosefJones]

Does Luthen's speech in #Andor rival Blade Runner's tears in rain monologue? Definitely. https://t.co/mL0ZX5fjDT

[Mark Josef Jones @MarkJosefJones]

In Australia #Andor is released for viewing at prime time 7pm, Wednesday night. In 2022, this is now the highlight of my week - so good!

[Mark Josef Jones @MarkJosefJones]

@TKavulla Very interesting. Unclear what the underlying growth of this generation only entity would be? If there is no growth, then this is just an alternate form of raising capital for parent PG&E (vs. equity issuance which is harder for PG&E given its valuation)

[Mark Josef Jones @MarkJosefJones]

@MLPguy @peteraqua82 And walk away is tough given IFM is operating in its home market and there is a lot of press from the AFR on this.

[Mark Josef Jones @MarkJosefJones]

@MLPguy @peteraqua82 IFM will 1) bid for ALX in next week or two (with low ball bid due to value destruction of Skyway from current mgmt.); 2) wait for further share price weakness; or 3) walk away

[Mark Josef Jones @MarkJosefJones]

@MLPguy I'm a GLI guy, but love the MLP commentary

[Mark Josef Jones @MarkJosefJones]

@mcannonbrookes Chapeau!

[Mark Josef Jones @MarkJosefJones]

@shellkryan Well done Michelle, my two daughters and I watched live (ABC news is on every morn before school) and you were awesome. Keep banging the drum, these conversations need to be had.

[Mark Josef Jones @MarkJosefJones]

@Allison_Good1 Never an easy earnings call when hedge fund managers decide to dial-in and ask questions.

[Mark Josef Jones @MarkJosefJones]

@stuhorsman Yep its rough; took 2-3 days to shake