Capital
Just a couple of pointers
The gas sales price is expected to be lower than that. The long-term contract pricing is between 8-10/GJ. AGL probably pays towards the lower end of that scale. AGL has first dibs on the Vali gas thru the GSA, but Odin gas may be sold into the spot market when it comes online. In the spot market, your numbers would be more accurate. I am assuming that the gas is purchased at Moomba.
Pipeline cost will be low as the cost of the pipelines to Beckler is owned by the JV. Santos will also charge a processing cost and probably a cost to deal with the CO2.
A few swings and roundabouts on all that but the end numbers look ok, maybe a tad high.
I think the stock is cheap down here.
AL
Ann: Trading Halt, page-155
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