I was hoping to go through the Kidston numbers before posting but here are the Jemalong numbers.
Q1
Jemalong
Kidston
GNX Total
1
MW/h
Price (avg.)
Prod Revenue
LGC (avg.)
LGC Revenue
Total Revenue
MW/h
PPA
Revenue
2
Jul
5822.79
$272.68
$1,587,786.52
$50.34
$293,134.65
$1,880,921
9484.5
$88
$834,636
$2,715,557
1.88 for Jemalong beats previous prod+LGC revenue record from December 2021 of 1.46m, numbers are before loss factors and LGC is estimated. There were 4 days with daily totals over 100k in July. 2.7 Total is possibly also a record, will confirm Kidston numbers once I put a couple months Kidston data together.
Average prices have decreased recently, generation is beginning to increase so LGC is having more of an impact.
GNX Price at posting:
21.5¢ Sentiment: Buy Disclosure: Held