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0.9¢ parkway corporate limited

PWN Valuations with QGC/Shell and Beyond, page-14

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Ricmond88

761 Posts.

205

10/03/23

10:45

Post #: 66694321
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Originally posted by NinjaDaAkita: ↑

I have this thought that I continue to come back to regarding the valuation and the shell contract.
As QGC/shell is the first company to engage with parkway they would get a steep discount on any contract (first in best dressed).

Because going forward if a viable solution is found to the environmental issues with brine it must be adopted in Queensland. Therefore QGC is really a "proof of concept" to the industry and will force everyone else's hand, who won't be able to have such strong leverage in the contract negotiations due to legislation.
The unknown question is how much of that cornering the market will be factored into the share price and the company valuation

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I am not so sure, as I understand it, PWN is planning to be a licensor to a water treatment company which builds a plant for Shell. If this is what happens then they may establish an exclusive licence to said water treatment company. This would mean whatever rate is set, is set for the whole industry's waste. That gives PWN great bargaining power as that water company would want to corner the work for the whole industry and thus may happily pay well for the exclusivity.

All IMO, please DYOR and GLTAH

PWN Price at posting: 1.2¢ Sentiment: None Disclosure: Held
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No.	Vol.	Price($)
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