Australia's largest stock trading and investment forum Australia's #1 stock forum

GNX

Click for more information

0.00%

27.5¢ genex power limited

Predictions for July-Sept 4C (Solar production and receipts), page-85

First 85 Last

Share
Profile

Follow
Gus4444

663 Posts.

54

01/08/22

10:22

Post #: 62848435
Share

Originally posted by Lanuit: ↑
I was hoping to go through the Kidston numbers before posting but here are the Jemalong numbers.
Q1 Jemalong Kidston GNX Total
1
MW/h Price (avg.) Prod Revenue LGC (avg.) LGC Revenue Total Revenue MW/h PPA Revenue
2 Jul 5822.79 $272.68 $1,587,786.52 $50.34 $293,134.65 $1,880,921 9484.5 $88 $834,636 $2,715,557

1.88 for Jemalong beats previous prod+LGC revenue record from December 2021 of 1.46m, numbers are before loss factors and LGC is estimated. There were 4 days with daily totals over 100k in July.
2.7 Total is possibly also a record, will confirm Kidston numbers once I put a couple months Kidston data together.

Average prices have decreased recently, generation is beginning to increase so LGC is having more of an impact.
Expand
Thanks Lanuit. Your KS1 estimate is low at $88 bundled, given that they reported $182 bundled for April-June. On the other side, Jemalong has about 11% loss factor.

GNX Price at posting: 21.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Making money: How many microcaps should be in an investor's portfolio?

There are more pages in this discussion • 87 more messages in this thread...

First 85 Last

Add GNX (ASX) to my watchlist