BBP 0.00% 9.5¢ babcock & brown power

what the week going to be like for bbp ?, page-8

  1. 588 Posts.
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    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.
 
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