@justinmetals. You could be right in WA as it is not part of the NEM. But note, Perth basin is only partially linked to LNG spot prices due to State Act. Renewables firming capacity does not run just on GPG in the SWISS, rather a good part of the base load is still runs on poor quality lignite - that is politically underwritten by the voting power or Collie-Preston. These considerations are irrelevant though as they are beyond the time horizon of the NWE hold or sell decision. I'm happy to sell my NWE to you of anyone by end 2023. Retail just needs to understand when to hold.
- Forums
- ASX - By Stock
- Ann: Change in substantial holding from MIN
@justinmetals. You could be right in WA as it is not part of the...
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
GML
Gateway Mining sells WA Eastern Montague gold project to Brightstar for $14M – half of that in shares
AVH
Avita boosts skin restoration product portfolio with 'dermal matrix' – a kind of next-level gauze made of fake skin
TG1
TechGen Metals kicks off airborne geophys survey at Sally Downs copper play – a first for the permit