Hey there! Sorry for the delay in answering. I just didn't know much about this company so it took me some time to dig.
It is a pretty strong company. It's growing at a very solid pace and is forecasting 12%+ annual sales growth over the next 3-4 years here. It's continuing to add new contracts and new capacity and last year it exceeded pretty much all of its guidance and is looking like it will do so this year as well, at least thus far.
The company is also expecting 8%+ earnings growth through 2028. It is pretty rare for a utility company to compound earnings at a high single-digit rate.
My only concern here would be valuation. The company has realized a lot of the benefits of expanding infrastructure over the last year here and it is to the point where it is likely to just grow inline with earnings growth. I guess what I am saying here is it seems like the value gap has closed. It is trading at a double digit premium to historical price to earnings valuations and is also trading at a PEG of 1, suggesting the company is appropriately valued.
Solid option in my opinion, but don't expect the large scale growth it experienced over the last while here.