{"podcast":{"title":"Proactive - Interviews for investors","slug":"proactive-interviews-for-investors-1457173","podcast_index_feed_id":1457173,"rss_url":"https://feeds.simplecast.com/xjpdm5C9","website_url":"https://proactive-interviews-for-investors.simplecast.com","image_url":"https://image.simplecastcdn.com/images/92f9cc71-7d4c-4ec0-a2f3-6a6b31027b4c/3fd3b604-35cf-4701-acde-0f1fdf33d67a/3000x3000/square-with-type.jpg?aid=rss_feed","author":"Proactive Investors","episode_count":600,"summary":"Welcome to the Proactive podcast channel – the destination for breaking news on growth companies and up to the minute market coverage. Here we plug you into what’s new and exciting in the world of business.","last_synced_at":"2026-07-28T06:17:38.329793+00:00","page_url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173"},"episode":{"title":"VivoPower CIO: 'Connected powered land is one of the scarcest resources globally'","slug":"vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally","published_at":"2026-05-20T11:23:11+00:00","page_url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally","show_page_url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173","url":"https://proactive-interviews-for-investors.simplecast.com/episodes/vivopower-6-public-vs-private-market-valuations-3TPyVOBf","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/1068c7db-2e26-4675-9674-33cc0c49ccdc/b96906c8-b386-47e4-a142-589b24379f8e/episodes/audio/group/0c58e74a-4928-488c-b1d9-8e7e5c443495/group-item/46657a7f-b012-48ad-87ea-92b9466c6af1/128_default_tc.mp3?aid=rss_feed&feed=xjpdm5C9","summary":"VivoPower PLC (NASDAQ:VIVO, FRA:51J) chief investment officer Alex Cuppage tells Proactive's Stephen Gunnion that enterprise value per megawatt has become the key benchmark for AI data centre assets — with publicly listed peers typically valued between $3 million and $8 million per megawatt, rising to $12 million where long-term hyperscaler agreements are in place. The scarcest resource in the sector, Cuppage says, is \"connected powered land\" — grid-connected sites with strong fibre connectivity and water access. Power cost is equally critical: \"for every cent increase in power input costs, it can decrease an operator's margin by 7%.\" VivoPower's strategy focuses on acquiring brownfield land, securing grid connections and generating cash flows within 18 to 36 months, with the Nordics a priority target given faster permitting timelines and access to low-cost power. For more insights like this, visit Proactive’s YouTube channel, like the video, subscribe, and enable notifications so you never miss an update. #AIDataCenters #DataCenterValuation #VivoPower #AIMarket #DigitalInfrastructure #DataCenters #EnergyMarkets #Hyperscalers #TechInfrastructure #Investing #AIInfrastructure #Nordics #PowerCosts #MarketValuation #ProactiveInvestors","meta_description":"VivoPower PLC (NASDAQ:VIVO, FRA:51J) chief investment officer Alex Cuppage tells Proactive's Stephen Gunnion that enterprise value per megawatt has become…","key_points":[],"chapters":[],"topics":[],"duration_seconds":274,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/vivopower-cio-connected-powered-land-is-one-of-the-scarcest-resources-globally.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}