LNG Pricing - Monthly South African Diesel & LPG Price Updates, page-20

Earlier in the thread I'd calculated if accurate AUD$41m/yr for the LNG Phase One then AUD$364m/yr for LNG Phase Two revenues. Per the interview a couple of days ago Stefano mentioned if I heard correctly Phase Two LNG output had increased from 24000gj/d to 34000gj/d.

Impact of that an additional AUD$152m/yr in revenues potentially if you assume the same pricing at discounts to diesel and LPG for Phase Two.

Below an update on Phase 2 revenue projections bearing in mind assumptions made earlier in the thread.

These projections higher than the US$400m = AUD$630m/yr Stefano mentioned in the video. Maybe due to exchange rate fluctuations and high fuel prices currently. Also a CEO might want to understate and over deliver on numbers. Anyway upside potential is the same story - capture high US$1000/mcf ++ prices in the helium spot market.

Updated Overall Phase Two Projections:
LNG AUD$364m + AUD$152m = AUD$516m in revenues
60MW of power generation revenues - to be determined
Helium AUD$280m - AUD$839m
TOTAL = AUD$796m - AUD$1.355b per year plus any power generation revenues