BRK 5.00% 1.0¢ brookside energy limited

Since I have no idea what's going on with the SP (or not going...

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    Since I have no idea what's going on with the SP (or not going on as it isn't really moving). I am now looking at my NPV calcs consisting of 2 parts:

    - An NPV of the current producing assets
    - An NPV of any other non-producing assets

    At this point, I am primarily concentrating on the NPV of the current producing assets. I justify the shortfall between the current market capitalization and NPV of current producing assets by assuming the market is placing some value on the non-producing assets. Based on this, I don't expect any significant change in the stock price until the FDMP comes online (though I still hope it will happen before) and becomes a current producing asset. However, I note that there won't be a rerate until we have some assurance that the production aligns with expectations (i.e. wouldnt be surprised to have to wait until the December quarter results come out around 31 January




 
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