I think you will find that is subsidised prices Mozza. Highly unlikely that LKE will receive subsidised wholesale rates.
Besides, that $40/MWhr, is only a portion of the cost.....right......You still have amortisation on infrastructure.
If you don't like my numbers, why don't you propose something else? Rather than cherry picking a subsidised wholesale rate that does not include amortization of 280km of HV line?
But no, that is not part of your narrative now is it.
ps, What are your thoughts of LKE@ kachi needing 70% more power than SLI@Lanxess?
LKE 2.0, page-26
Add LKE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
5.9¢ |
Change
-0.003(4.84%) |
Mkt cap ! $97.89M | |||
| Open | High | Low | Value | Volume |
| 6.1¢ | 6.2¢ | 5.9¢ | $259.0K | 4.296M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 916429 | 5.9¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 6.0¢ | 4545 | 1 |
View Market Depth
| Last trade - 16.10pm 01/05/2024 (20 minute delay) ? |
|
|||||
|
Last
5.9¢ |
Change
-0.003 ( 5.45 %) |
||||
| Open | High | Low | Volume | ||
| 6.1¢ | 6.2¢ | 5.9¢ | 1563273 | ||
| Last updated 15.59pm 01/05/2024 ? | |||||
| LKE (ASX) Chart |