QPM qpm energy limited
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MGP - can it get TECH to FID?, page-6

  1. PieChart
    3,697 Posts.
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    26/08/23
    16:27
    Post #: 69565115
    https://hotcopper.com.au/data/attachments/5540/5540417-88e58eb3971f08d5f34860de37b6e085.jpg
    Maybe 15% as an upper limit if we are talking strictly Opex for Tech project once the gas is in full swing.

    Which in the grand scheme of things barely offsets the price drop from nickel and cobalt.

    Keeping in mind 20PJ is pretty much going to be sold at cost gas, so it's really only TPS which may turn a profit.
    Last edited by PieChart: 26/08/23
    QPM Price at posting: 6.7¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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