General GNX News, page-1734

@Ashentegra
in regards to KPH... yes, rental income will be received instead of selling into market and making arbitrage - also consider it is an asset which has been greatly de-risked and income is certain.

The Bauldercombe BESS will allow for arbitrage opportunities, while also having a fixed income component

KS is a fixed price supply (per Mwh) to QLD Government

Jemmalong is averaging $105 Mwh with LGCs ATM... NSW spot price is very favourable right now

Seriously - I partly understand your frustration at how boring the KPH income will be... but GNX is largely de-risked on every front... once PH is in production - this will be a very different beast in terms of pricing... dividends are likely to happen sooner than later... which will also increase appeal.

Biggest risk with GNX is CR dilution of ownership - as @dabozza has mentioned during the last CR (for Bauldercombe)

I still stand that first movers to gear up in the BESS front will stand to benefit most.