Perspectives
on project finance
Opinions and essays on project finance, the challenges facing the industry, and the ideas we believe will shape its future.
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Perspectives
EDF and LGD are still waiting to enter the chat…
PF ratios don't measure risk they measure comfort have a think about that....and of course AI is solving this. If these two acronyms are new then read on.
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Perspectives
The LCoE blind spot that many miss from a long run perspective.
When you stop looking at the latest project being landed by the top advisors and developers and start looking at actual performance, the cheapest project on paper is rarely turns out that way.
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Perspectives
Your IRR is not a number it’s a distribution curve.
14.34% sounds precise. It isn’t. It’s a stab at the centre of a distribution most committee papers don’t present - and that omission is how investment decisions get made - risking false confidence.
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Perspectives
AI is closing more gaps than it's opening in model assurance.
There is a growing body of commentary on the gaps AI is generating across professional services. Much of it is thoughtful. Most of it stops short of the harder conversation...
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Perspectives
Your capex scenario wrong - AI knows it...
Things a Model Auditor won't tell you - 16,000 projects and 30 years of empirical research actually tell us about capex risk in project finance - and why your model is wrong. Sorry!
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Perspectives
Your financial model is only as good as the thinking that preceded it.
Templates failed. Excel shortcut add-ins failed. Hiring domain experts didn't solve it. The pro moves come from architecture and dimensional thinking - baked in with battle scars.
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Perspectives
Model audit vs epistemic transparency
The "slow to move model audit industry" is facing a technological onslaught primarily around epistemic transparency, whilst they are learning AI and having meetings about it - hey need to hurry up.
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Perspectives
How AI modelling reshapes value in investment banking.
The low entropy "grunt work" component of the financial modelling workflow is disappearing, reallocating value to sharp commercial judgement and soft skills earlier on.
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Perspectives
WACC stop thinking in values - start thinking in systems - AI is already doing it.
An investment is a system that resolves risk through time - those that adapt will be more precise and more competitive. Scarce capital deserves models that reflect that reality.
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