Hi All
We have a lot of moving parts, having revalidated pricing with Powerlink and with many suppliers during April/May. Please see the below attachment for a quick summary of how project price increases may impact relevant modelling, and how this compares to our peers. I do not expect this post to age well.
Kidston v Hornsdale - Assessing price increases in pumped hydro & LI-battery projects.pdf
It is still too early to be assessing the project return in revenue for Genex or EA. I expect to be able to contribute more in the weeks and months ahead on this topic.
Regards,
Jeremy
Quick disclaimer: This is not financial advice. Some positions may have been formed on outdated data. For discussion only.
Kidston v Hornsdale: Assessing price increases in pumped hydro & LI-battery projects
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