LPE 8.33% 11.0¢ locality planning energy holdings limited

Growth plans, page-2

  1. 2,178 Posts.
    lightbulb Created with Sketch. 1574
    In attempting to understand, the impact of SME/ residential growth, and compare with the old Metric Gwh/under management. The 3 factors needed, residential, DMC and Gwh numbers are in a combination of the 2018 annual report and the recent presentation
    On 30/6/18
    Residential 15120
    DMC/SME 151
    Gwh 204.7
    Note DMC and SME appear to be the same thing.

    We have been advised Residential customer gross revenue is $1300 and SMEs are $10500. SMEs are ~8 times higher in sales per customer than residentials. So for simplicity, count 1 SME as 8 residential customers in electricity consumption terms. It is a fairly conservative guess, as SMEs are more energy weighted in billing than residentials which have a greater proportion of charges related to supply.

    Do the maths on those numbers to normalise SMEs into residential equivalence
    (15120 +(151 x 8) = 15120 + 1208 = 16328 normalised customers

    16328 customers/204.7 gwh= 0.012538 Gwh per normalised customer

    Repeat the calculations for normalised customer numbers to date
    31/12/18 19876 x 0.012538 = 249.2 Gwh/annum
    31/03/19 24415 x 0.012538 = 306.1 Gwh/annum
    30/06/19 45000 x 0.012538 = 564.2 Gwh/annum*
    *based on the projected 3000 SMEs and 21000 residentials

    I look forward to further clarification as 564 Gwh seems unbelievable, LPE have stated, they will advise if customer average values change, for now working with the currently advised numbers.
    LPE have also stated they will release GWH/a in the annual report, so confirmation is not so far away
 
watchlist Created with Sketch. Add LPE (ASX) to my watchlist
(20min delay)
Last
11.0¢
Change
-0.010(8.33%)
Mkt cap ! $19.82M
Open High Low Value Volume
12.0¢ 12.0¢ 11.0¢ $253.4K 2.223M

Buyers (Bids)

No. Vol. Price($)
3 120000000 10.5¢
 

Sellers (Offers)

Price($) Vol. No.
11.5¢ 231595 2
View Market Depth
Last trade - 13.53pm 18/07/2024 (20 minute delay) ?
LPE (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.