Bit of a boring wet afternoon where I am. A good time to catch up on Research Reports I haven't read including RAAS's GAS update from November which had this gem.
"Industry noise suggests, a recent east coast supply deal (for GAS) may have been struck at or near a $15-18/gj (anecdotal and unconfirmed) in a clear signal, gas is still required and is hard to source."
None us know the deal that was struck for Odin-1 gas supply although the quarterly will give some insight. I had been running Odin-1 in my cashflow at $12/gj. An increase to $15/gj has a major impact on the cash from Odin-1 and could push MEL a lot closer to profitability.
Anyone else trying to estimate Odin-1 cashflow? What are you plugging in for a sales price/GJ?
Ann: Loan Note Update - Keybridge, page-11
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Mkt cap ! $4.342M | |||
| Open | High | Low | Value | Volume |
| 0.3¢ | 0.3¢ | 0.3¢ | $164 | 54.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 10390895 | 0.3¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.4¢ | 13034974 | 11 |
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