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clock Created with Sketch. 20/10/20
11:54
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Originally posted by listernz:
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After losing lots of money on the US yield cos about five years ago I swore to never do it again. NEW is starting to look very compelling though. Is there anything wrong with my basic interpretation: Production of 1,500 GWh p.a. 87% contracted our to 2030 at AUD $75/MW = $100m p.a. revenue (minimum). Debt of $750m at 4.5% = $35m p.a. Probably some corporate and maintenance expenses at say $10m p.a Still leaves a lot of profit! I'm getting real tempted to buy.
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Your calculations are too broad and inaccurate. Debt finance cost is much higher, the way holding company structure is placed the debt position is blurred - misleading.
Last edited by
mdesai :
20/10/20
