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19/10/23
13:22
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Originally posted by Immigrant's Son:
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Just interested in your numbers Stumpy. When you say "using an $8 price", do you mean using $8/Gj as our sale price? I ask because the tone of announcements regarding Odin gas implies a sale price above $12/Gj. We don't know all-in costs of production (I'm assuming $6 or $7 including the SANTOS tolling charges, but that's a guess). With regard to Vali gas, I can't see anything anywhere that hints at our gas sale price. Like you, I'm hoping we're at least breaking even once V1 and V2 and Odin 1 are back on line.
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I think a lot of people assume $8/Gj for Vali 1 because of the AGL prepayment, whereas Odin was subject to much more competitive bidding.