I read the report again
so a loss of profit around $40 million for year and around $80 million year two because of higher volume with BPT
this is baked in - past tense
lower earning may be up to $100 million because of lower wholesale electricity price. So let’s assume it is at the worst case scenario
meanwhile an upgrade from $575 million to a $650+ million on ALNG which is locked in worth of $75 million upside.
implies a net difference of $35 million loss as a result of the arbitration. Assuming worst case realised from BPT deal
someone correct me if I’m wrong
i just added sold half my BPT and bought the same in ORG
News: ORG Origin Energy Revises FY21 Energy Markets Underlying EBITDA In Range Of $940-$1,020..., page-40
-
- There are more pages in this discussion • 198 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ORG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$10.60 |
Change
-0.080(0.75%) |
Mkt cap ! $18.26B | |||
| Open | High | Low | Value | Volume |
| $10.60 | $10.68 | $10.56 | $29.58M | 2.789M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 11399 | $10.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.65 | 22537 | 4 |
View Market Depth
| Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
| ORG (ASX) Chart |