The model is simple. They charge a fee to liquify the gas. The cost of feed gas, transport to the plant, and the transport and sales of LNG are not our problem. The fee will around $2-3 per unit. There is a fixed over time and varying over time (to cover increased labour costs to us etc etc) component to the fee. Part of the fee is payable whether the toller wants gas processed in a given period or not, but they don't need to pay that part of the fee that covers the variable cost of running the plant to process the gas if they don't want it processed in a given period. Under this model, earnings are expected to be around $100M per year per mtpa, with our share being the percentage of ownership that we retain in each plant.
- Forums
- ASX - By Stock
- LNG Prices
The model is simple. They charge a fee to liquify the gas. The...
-
- There are more pages in this discussion • 121 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LNG (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
RCE
RECCE PHARMACEUTICALS LTD
James Graham / Dr Alan Dunton, MD & CEO / Non-Executive Director
James Graham / Dr Alan Dunton
MD & CEO / Non-Executive Director
SPONSORED BY The Market Online