Targeting 35 TJ / day in ~6 months is probably the most...

Targeting 35 TJ / day in ~6 months is probably the most important goal for team at the moment. This translates to roughly 15TJ to TPS daily which is 550-600k MWh / annum, which is $110m-$120m rev from TPS (using $200 avg which is conservative for peaking times) + $38-40m or so from third party GSA's. Also means combined cycle will be in operation which is very important. If they are sitting at around $120m-$130m opex then the current share price is fair if not undervalued (have to price in if the new wells being drilled are duds which is unlikely but possible). With some luck with electricity prices, hopefully as they ramp production they can negate some short term losses and no threat of a further CR.

If memory serves correct the new GSA with Dyno kicks in Apr 26 which means the loss of this revenue stream (debt payback for debt funding facility) but by this point they should be pushing towards TPS at max capacity which is 19 TJ / day and 740k ish MWh / annum. This would put the company well and truly in an operating surplus.