It's a positive step, now the JV can move forward.
I find a few things curious:
- No contract length. So can't tell how much gas/day is being sold. Looking at Alcoa's facilities in WA, their nameplate capacity are 75/80/120 TJ/day. From Biggs comments that the JV could supply 100+ TJ/day from WE2-5, this implies that the split could be 25/75 STX/WGO. Or Alcoa aren't going to meet the entire supply (for one facility) from WGO.
- Start date of 2024 - 2 years after STX. Also about the same time STX phase 2 is going to start.
- FID date up to 6 months later than STX.
Speculative Value, page-112
-
- There are more pages in this discussion • 21 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add STX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
18.5¢ |
Change
0.005(2.78%) |
Mkt cap ! $530.0M | |||
| Open | High | Low | Value | Volume |
| 18.5¢ | 19.0¢ | 18.0¢ | $1.303M | 7.063M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 347828 | 18.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.0¢ | 1205075 | 19 |
View Market Depth
| Last trade - 16.10pm 12/09/2024 (20 minute delay) ? |
| STX (ASX) Chart |