Been trying to run some numbers to figure out the revenue potential to ultimately try and deduce a value and or future profit from this and future projects.
Now a lot of variables unknown to me so hence started a new thread to do some knowledge sharing and proper project discussion.
Please find below some assumptions I've currently come up with and would love to discuss and be taught some more espcially re the ACCU and green potential.
| IPO (April 2021) | 2024 |
| Waste collection |
| Waste (tpa) | 60,000 | 70,000 |
| Fee per tonnage | 31.95 | 36.74 |
| Revenue | 1,916,719 | 2,571,598 |
|
|
|
| Gas revenue |
| Amount of Gas (GJ) | 150,000 | 210,000 |
| Price of gas | 16.00 | 16.00 |
| Revenue | 2,400,000 | 3,360,000 |
|
|
|
| ACCU revenue |
| Total emissions abated (t CO2-e) | 9,429 | 155,000 |
| Number of ACCUs | 9,429 | 97,650 |
| Price of gas | 39.00 | 36.25 |
| Revenue | 367,731 | 3,539,813 |
|
|
|
| Green CO2 |
| Amount of CO2 |
|
|
| Price |
|
|
| Revenue | - | - |
|
|
|
| Total Revenue | 4,684,450 | 9,471,410 |
we also know that some projects had payback periods of 4yrs or less from the ESG report and previous statements so I would assume revenue of at least a quarter to roughly align with other projects and I would assume they'd have scalabiltiy and efficiencies since then in the design espcially for their BOO plants.
Looking forward to future discussions and Happy New Years Eve to eveeryone!
(20min delay)