Ok thanks for that. So if I read it that way, it is saying the unrisked valuation for peaker plant is 6.7cps. With their current risking of 60%, the risked value is 4cps. Therefore there is a further upside of 2.7cps (say 3cps give or take) once fully derisked. Maybe it's just me but that would be so much simpler to follow.
If this is indeed what they mean, then I'd love to understand how they have managed to progress from the valuation below a month ago to the current unrisked valuation of 6.7cps.
And it also makes the omission of the risked value from TP an even bigger issue cos the TP should now be 26cps (ignoring W7 results and WE EPA approval derisking), not 24.5cps.
618
Ok thanks for that. So if I read it that way, it is saying the...
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