Been trying to run some numbers to figure out the revenue potential to ultimately try and deduce a value and or future profit from this and future projects.
Now a lot of variables unknown to me so hence started a new thread to do some knowledge sharing and proper project discussion.
Please find below some assumptions I've currently come up with and would love to discuss and be taught some more espcially re the ACCU and green potential.
IPO (April 2021)
2024
Waste collection
Waste (tpa)
60,000
70,000
Fee per tonnage
31.95
36.74
Revenue
1,916,719
2,571,598
Gas revenue
Amount of Gas (GJ)
150,000
210,000
Price of gas
16.00
16.00
Revenue
2,400,000
3,360,000
ACCU revenue
Total emissions abated (t CO2-e)
9,429
155,000
Number of ACCUs
9,429
97,650
Price of gas
39.00
36.25
Revenue
367,731
3,539,813
Green CO2
Amount of CO2
Price
Revenue
-
-
Total Revenue
4,684,450
9,471,410
we also know that some projects had payback periods of 4yrs or less from the ESG report and previous statements so I would assume revenue of at least a quarter to roughly align with other projects and I would assume they'd have scalabiltiy and efficiencies since then in the design espcially for their BOO plants.
Looking forward to future discussions and Happy New Years Eve to eveeryone!
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