Based on Fosters old tolling capacity fees (note that the 8mtpa per project is cumulative of the original 4mtpa, and that the exchange rate at the time was 77.5c):
Magnolia Bear Head 1 Capacity (mtpa) 4 8 4 82 Year of Production (FY) 2019 2020 2020 20203 Tolling Capacity Fee (/mmBTU) $2.30 $2.40 $2.30 $2.404 Capital Cost (millions) $2,300 $3,500 $2,300 $3,5005 Project Debt (millions) $1,640 $2,840 $1,640 $2,8406 EBITDA (100% basis) $404 $844 $404 $8447 LNG equity interest 60% 60% 80% 80%8 EV/EBITA multiple 12 12 12 129 EV (millions) $4,853 $10,129 $4,853 $10,12910 Equity (millions) $3,213 $7,289 $3,213 $7,28911 LNG Equity (millions) $1,928 $4,373 $2,571 $5,83112 LNG Equity (/share) $4.03 $9.13 $5.37 $12.1813 LNG Equity (/share) AUD $5.19 $11.78 $6.93 $15.7114 Discount rate to production 15% 15% 25% 25%15 LNG Risked to Production Equity (/share) $2.36 $4.96 $1.83 $4.14 16 LNG Risked to Production Equity (/share) AUD $3.04 $6.40 $2.36 $5.34
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