"Stef recently indicated that 50% of the helium produced from Phase 2 will be sold at spot market prices"
I heard that too. If my maths is correct with 5000kg/day of helium for Phase 2 that extra 15% (35% to 50%) to the spot market could potentially yield some decent additional revenue. If you consider 350 production days per year and an additional approx AUD$500/mcf for spot versus fixed contract that's an additional AUD$28m/yr. If you go on the high side of spot prices its potentially an additional AUD$112m/yr. Or over 10 years AUD$280m - AUD$1.12b of additional revenue so potentially a decent boost to the business case if indeed to spot market proportion has increased to 50% now.
Renergen General Discussion, page-1287
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