STX strike energy limited

Ann: Erregulla Deep-1 Flowtest Commences, page-615

  1. 8,386 Posts.
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    Based on Stu’s comments in qtly it looks like 15c (up to 75c/kwh) is conservative and likewise $60M very conservative and the peaker could easily be bringing home well over 4hrs a day and $150/Mwh so this could easily wind up being in excess of $100M minus maintenance of say $15M/annum. It will be a nice easy 3 bag on the GJ rate. Expecting FID on this soon. This should reflect in the SP immediately and WILL be a nice kicker for the 2027 calendar year (should be online late 2026)
    Last edited by justinmetals: 25/10/24
 
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