Based on these assumptions, my guess is with the revised APA agreement we are much better off compared to where we were in Sept, but still have much more upside (obviously) if they can get the plant processing at the contemplated capacity!
Pre-revised contract
Margin $1/TJ
production 30TJ
Sole earnings per quarter = $2.7M (which I think is where we were in Sept)
Revised contract (but Orbost not processing as planned)
Margin $3/TJ on 24TJ and Margin $0.5/TJ on 30TJ
Sole earnings per quarter = $7.8M (which I think is around where we could be right now)
Revised contract (Orbost processing as planned)
Margin $3/TJ on 54TJ
Sole earnings per quarter = $14.6M (which I think is around where we could be right now)
COE 2021, page-45
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