Transmission delays from CTU
CTU substation delays of up to 6 months could push project commissioning timelines, though management defers module procurement to mitigate.
ACMESOLARHOLDINGS / bear-case history
Track the concerns that keep returning.
Acme Solar Holdings · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
medium
Merchant BESS arbitrage sustainability
The high arbitrage between peak and off-peak power prices may narrow as more BESS capacity is added, impacting merchant returns.
PPA signing delays for LOA inventory
Unsigned PPAs for ~850 MW of older LOAs could face conversion delays if discoms are slow, though management expects resolution.