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12:07
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Originally posted by highlvlofswag:
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Looking to see if they will now advance any greenfield opportunities - they mentioned in a presentation not too recently that they had advanced further Moranbah power generation opportunities, I don't think it will be just this one, which seems like more of a synergy / operating cost reduction play rather than a revenue addition. If the company is targeting growth to 35 TJ / day, Dyno/CRL take up about 20-21TJ per day and TPS will use 1.1TJ/h (so can account for about 5-6 TJ/day once the new contract begins). This leaves alot of spare gas to be utilised and ultimately they will want to get production to 40 TJ / day (CEO's share bonus is based on this metric), so I have a feeling they will be looking to develop a new peaking power generator the same size if not bigger than TPS. They could also develop a waste coal mine generator like Moranbah North, but I think the better play is to target peaking generation.
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As per the announcement, MPS would add to revenue and reduce the cost of operation as well. MPS is a small unit. https://www.siemens-energy.com/global/en/home/stories/Townsville-grid-stability.html
(20min delay)