hi @Neo888 the answers you seek are on the 5th last page of the presentation. Basically due to the interest and depreciation expenses increased about $25m. The interest rise was disappointing given the lower rate they are now paying. The effective cost of financing appears significantly higher and needs some explaining if it continues.
in regards to revenue and ebitda guidance, I think they could hit it easily, but that was obvious last half when they gave the original guidance and you roll forward the utilisation and contracted MW numbers. I still think they are being conservative but note that the per MW rate has slipped. Will this continue ?
overall though, I remain a happy l/t shareholder who will continue to wait to become a very happy shareholder.
DYOR as the above are just my views.
NXT Price at posting:
$11.18 Sentiment: None Disclosure: Held
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