tt
My bias is different from yours however I accept that your arguments could very well be valid (acknowledging neither of us knows the whole truth).
For the banks to push hard, they'd want to be sure they have a plan B. Banks won't have used 68 TJ/d, they'd probably run with a % of the GSA amount (80% of 54 TJ/d?) and perhaps 10 TJ/d of spot at $6.00/GJ.
So not clear to me that there is a better plan B?
There's execution risk that as another poster pointed out impacts equity returns going forward and hence future growth, my money is on that the risk is built into the price already.
But please DYOR.
ttMy bias is different from yours however I accept that your...
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add COE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
22.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $594.0M | |||
| Open | High | Low | Value | Volume |
| 22.5¢ | 22.5¢ | 22.0¢ | $593.7K | 2.672M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 290435 | 21.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 22.5¢ | 205975 | 5 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| COE (ASX) Chart |