JD, some valid points there. I won't conject on W9/10 other than maybe a bit of forward planning. I believe W5/6 can easily handle current nameplate capacity but the Parmelia sales demand for firm deliveries is quite full, so there isn't any excess demand that we can fill at this moment. I believe STX has been selling into some of the "as available" demand in the pipeline recently, but those attract a price discount to spot given there is no penalty for non delivery. Hence the reason why STX has only chosen to sell a small amount of gas into the as available demand.
I believe when the DB(NG)P interconnector is up and running, W8 will enable STX to pump up production quite rapidly if required. They haven't made any formal announcement regarding plant upgrade because they are probably still doing peripheral assessment/analysis work on it and it isn't expected to be a major capital work item. From recollection, I think STX previously mentioned they were looking into getting the plant capacity up to 40TJ/d.
I do agree that a specific announcement that clearly outlines their vision/strategy for Walyering will be extremely useful.
618
- Forums
- ASX - By Stock
- Ann: Q4 FY24 Quarterly Report & Appendix 5B
JD, some valid points there. I won't conject on W9/10 other than...
-
- There are more pages in this discussion • 29 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add STX (ASX) to my watchlist
|
|||||
Last
17.0¢ |
Change
-0.015(8.11%) |
Mkt cap ! $487.1M |
Open | High | Low | Value | Volume |
18.5¢ | 19.0¢ | 17.0¢ | $2.831M | 15.98M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
36 | 2006569 | 17.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
17.5¢ | 928738 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
34 | 1905569 | 0.170 |
26 | 2259279 | 0.165 |
41 | 2073246 | 0.160 |
14 | 865543 | 0.155 |
29 | 608569 | 0.150 |
Price($) | Vol. | No. |
---|---|---|
0.175 | 928738 | 7 |
0.180 | 757669 | 8 |
0.185 | 258888 | 4 |
0.190 | 1230676 | 7 |
0.195 | 1127755 | 4 |
Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
Featured News
STX (ASX) Chart |