JD, I'm back again seeking your opinion on another statement in the announcement.
Would you run your ruler over the following and comment if you will?
AEMO has published the price for capacity credits in the 2026 capacity year of $216,092 per MW per year. This equates to a guaranteed minimum capacity revenue stream in the first year of the project of over $18 million.1 This capacity revenue is in addition to Strike’s forecast energy sales, which will be made in peak pricing periods into the Wholesale Energy Market within the SWIS.
Do you interpret this as STX will get $18 million (85 X 216,092) for being on standby.
And picking up, up to 4 X 85 MWh sales per day. 124,100 MWh per year on top. At the Reference Trading Price. (Say $80/MWh) Total $10 million.
2027 revenue approximately $28 million. As Peaking Plant
Generating 85 X 24 X 365 X 80 = $60 million. As Base Load.
And there is the gas pure play scenario to assess. ???????
Just my thoughts. J L.
STX Price at posting:
21.0¢ Sentiment: None Disclosure: Not Held
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