RLT 3.95% 85.0¢ renergen limited

RLT CHART, page-39

  1. 3,004 Posts.
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    Hiya Shaq, that’s from the horses mouth so to speak.

    Read between the lines though, the original as you have suggested maybe we’ll correct on a Phase11 construction of 3x resources, hence the bottom line of CapEX being 65m.

    The upside is, if and only assuming we are now at Qtr 4 2023, this is going to be a very very big plant.
    25x the micro being built. At that level RLT are well positioned to supply domestic LNG. An only supplier to a country of 60m+ whilst their coal fired is falling apart. Then the helium is abundant on those LNG takeoffs.

    Dont for a second underestimate how big Phase11 could possibly be, the bigger the better, the longer construction will take, whilst in the meantime Phase1 earns revenue.

 
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