I posted a few days back that power is costing GG an additional $2.2M per month or just under 15% of monthly operating costs! That price will remain until at least August and then I suspect will still not drop to the original contracted price as the extra coal power stations coming on stream will not totally cover the lost capacity from Varanus. Varanus will not be fully operational until December.
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oxiana limited
reasons for selloff, page-8
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