Hey@danhoff
- Kidston solar (KS1) was contracted for 20 years to the QLD govt from 2017.
- Pumped Hydro is 'leased' to energy Australia for up to 30 years (renew in increments of 10 years) plus option to purchase for $250Mill at the end of agreement. if you subtract the expected solar revenues from the $82 million a year average estimated that wll you give you some idea of what the 'rental fee' will be, The IRR is around the mid-teens as mentioned in an interview by Simon Kidston yesterday. (no energy price exposure).
- NAIF debt funding I believe is over 30 years at the 15-year govt bond rate plus a small margin (unknown) and the ARENA grant of $47 million I believe there is no obligation to repay that. The rest is being funded with equity.
- Jemalong: The plan is to contract out 50% and maintain 50% at spot price.
- Then you have batteries, Wind and KS2 also in the pipelne.
IMO DYOR - Not financial advice.
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