Ann: Share Cafe Webinar Presentation, page-27

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Janipalahi

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13/03/21

18:23

Post #: 51745965
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Originally posted by baldynumbers: ↑

for pumped hydro... cannot see an issue with a full "lease out" of the operation for a fixed return... we miss arbitrage opportunities, but get a partial ownership of a high cost asset with very low (effective) rates of risk.

As as far as my un-educated & un-informed knowledge on the operation of hydro goes.. Should the leasee chose to run the plant hard, could your OPEX costs would increase dramatically?

Wind & Solar assets - if we could lock in PPA's... for 70%+ or even complete output, then that is all well and good also... provides a fixed rate of return and allows the banks to use that known / mostly predictable future cash flow to ascertain if we are worthy for additional debt to fund further projects.

If the same was done with a chemical battery though... your assets effective life could be halved or less if a leasee was given the option / ability to push a battery set too close to full discharge too many times. This storage type - IMO - should be kept in our hands.

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The presentations are certainly pointing towards battery storage being their engine for growth. And if they are to do that? Another 50MW setup next to a substation isn't gonna cut it. $1Million a MW could they aim to build at least 500MW in phases the way Neoen has planned.

Last edited by Janipalahi: 13/03/21

GNX Price at posting: 26.5¢ Sentiment: Buy Disclosure: Held
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