LPE

3.85%

13.5¢ locality planning energy holdings limited

Ann: Investor Presentation - June 2018, page-39

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olderwiser

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30/06/18

09:28

Post #: 34054341
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Originally posted by sci9249 ↑

hey mate.

Uunfortunately its quite vague but i don't think they meant by the end of FY18 i think they meant the end of 2018 calendar. Thats roughly 4GWH a month for 7 months.

I don't know if we have enough cash to buy 27GWH of electricity before the revenue from it starts rolling in, 4 a month seems more realistic given our cash position.

Whilst i'm happy they are making efforts to accelerate the ramp up of GWH, i'm frustrated that its going to be next to impossible to do any backyard forecasting now since DMC isn't locked in for 7 years which brings me to your first point, who knows. They did write somewhere that 4gwh is a very conservative forecast. One assumption i'm making is that if they don't sign anyone up, they wont buy that electricity in the first place. 'LPE will maintain its one-to-many sales cycle by targeting only (smaller) strata customers for its DMC business'. Since the cost of doing business in this area looks like it will be pretty low, it appears (without further information) that its a relatively low risk way to enhance cash position whilst slowly grinding away on the bread n butter original business plan. Besides the SP i'm still pretty happy with the progress we're making here as long as there isn't a raise.
Feel free to pick that apart.

cheers mate.

PS i got some more broker data up to end of last week if it interests anyone.

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Originally posted by Froggy181 ↑

I was thinking that they are saying the company will be in profit, since inception in a few years, ie making up for previous years losses and the NPAT you are looking at is for each financial year not taking into account any prior years
The graph and the statement dont make sense on your second point, good pick up. The graph should only have 8 GWH in DCM for financial year 17/18. The 27GWH they refer to will be to the end of the 2018 calendar year

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LPE Price at posting: 1.7¢ Sentiment: Buy Disclosure: Held
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Ann: Investor Presentation - June 2018, page-39

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Ann: Investor Presentation - June 2018, page-39

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