STX 2.38% 20.5¢ strike energy limited

@618 Analysts have three levers they can use to dial up/down...

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    @618 Analysts have three levers they can use to dial up/down these vals to pretty much arrive at any point on the scale they want. 1. Discount/COS. 2. Recovery rate. 3. $/Gj. I did a deeper dive into the MAQ report a while back and gave it away when I saw they used $0.95/Gj.

    A good recent example was the TPD SOA, haircut on haircut on haircut for L23.
 
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