72- have a day job can look at this tonight. fairly basic but the cost of construction is about $1200 per MW for gas and $1700 for coal, plus the gold fields gas pipe line share, plus the Alinta retail. Using these numbers you get close to $1.3 billion as per BBP presntation in FEB.
Assets are good but power generation is a commodity , some are on long term contracts but peak demand and power prices do vary greatly unlike other infrastructure type assets.
Problem is BNB debt and ICR.
BBP Price at posting:
4.6¢ Sentiment: Hold Disclosure: Held