Thanks Stotes - great research.
I've just done a rough back-of-the-envelope calculation on what I think we will see in the quarterly.
38 communities under management (billing) - recent market update
* 0.5 GW per community average consumption - investor presentation
= 19GW under management
* $220k revenue per GW per annum - investor presentation
= $4.18M annual revenue
/ 4 - for one quarter
= $1.045 M revenue for Q1 2016.
It could be slightly higher given that Queensland has a summer peak (ie. more consumption in summer months with air conditioning etc).
Also, the company's stated target retail margin is around 18%.
So would expect around $180k of pure margin - but whether this is taken as profit would depend on whether there are other, non retailing related costs.
Note also that the $4M annual revenue is ours for the next 5 years + given contract length and there is still substantial customer load under contract but not yet under management that will continue to come online. This will be a huge cash generator.
- Forums
- ASX - By Stock
- LPE
- Bell Potter Accumulation
Bell Potter Accumulation, page-2
-
- There are more pages in this discussion • 68 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LPE (ASX) to my watchlist
|
|||||
Last
11.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $19.82M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 120000000 | 10.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
11.0¢ | 3600 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 120000000 | 0.105 |
2 | 84371 | 0.100 |
1 | 100000 | 0.084 |
1 | 20000 | 0.025 |
1 | 52684 | 0.019 |
Price($) | Vol. | No. |
---|---|---|
0.110 | 3600 | 1 |
0.115 | 231595 | 2 |
0.120 | 327890 | 4 |
0.125 | 575765 | 4 |
0.130 | 224234 | 4 |
Last trade - 10.04am 19/07/2024 (20 minute delay) ? |
Featured News
LPE (ASX) Chart |
Day chart unavailable