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3.7¢ queensland pacific metals limited

Ann: Capital Raising Presentation, page-30

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VegasGM

658 Posts.

472

18/06/24

23:47

Post #: 74379548
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Originally posted by chemistry8: ↑

The challenge in Summer 2024 and onwards is that there are several large scale battery projects currently being commissioned in Qld such as Chinchilla, Kidston pumped hydro is due to begin commissioning in October, plus there's a few wind farms such as Clarke Creek & MacIntyre, Swanbank and Brendale Supernode batteries early next yr (Qld wind production is generally highest 7-9pm, it mirrors the Southern states).

All those will be directly competing with gas in the evening peaking space, which is likely to result in a downward shift in the evening price because their input costs are lower and they can respond faster. I think it's pretty clear at this point that TPS needs a power price above $150/MW to start, no good burning the gas if they only make a loss on the generation.

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Plenty of hurdles for your vision of the future to overcome that of course you won’t mention. And in the meantime I hope you like going to bed when the sun goes down, because you’ll be in the dark…

FYI, QPMe stating profit of 10% on over $50MW/h. Your figure sounds like spreading FUD. Who can guess where you pulled that from…

QPM Price at posting: 3.3¢ Sentiment: Buy Disclosure: Held
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