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Ann: GNX Appoints UGL as Jemalong Preferred EPC Contractor, page-4

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BarrelSitter

6,614 Posts.

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26/04/19

22:15

Post #: 38283717
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Originally posted by Janipalahi: ↑

Great that we've locked in UGL again. As all are aware, there was little to no issue with the construction of KS1 (or at least it seemed). Considering we are going merchant for the solar with this project thought I would have a look at the exposure for the region compared to Kidston which is doing very well. Couple of graphs that show the variation between the two, most notably a dip in the middle months compared to north (as expected) but the other months still have a strong exposure. You can play with the inputs here if any of you have more of a technical background http://www.bom.gov.au/climate/data/index.shtml

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Good piece of research.
The differential in delivered energy might not be as great as the insolation graphs indicate because the efficiency of solar cells drops off above 25C.

GNX Price at posting: 23.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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