carpenteria = $1.48/GJ
NGP = ?$/GJ
And then as soon as we hit SWQP we reverse flow so the costs should stop or significantly reduce thereon.
So lets say NGP and other transmission plus carpenteria brings total transmission price to $3.50/GJ plus production costs = $1.50 then CTP gas breaks even at sale price of $5.00/GJ and we need sale prices of $8.00 to achieve the $3/GJ ive used in my calcs. Therefore we need the ACCC to come down hard and regulate pipe transmission costs but as long as we can stay $1.50 below production of the CSG guys we'll always be OK and at $1.50/GJ we will be killing everyone on the list by at least $2.40
Anyone care to comment?
CTP Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
