I think that by far the most significant statement in todays...

I think that by far the most significant statement in todays update is :"KDP is taking steps to secure ownership of low cost gas reserves for its portfolio of power projects"
Securing these would be a massive game changer and dramatically change projected cash flows.
In the past we have been looking at a licensing and engineering fees and a margin to be shared with Akira.
Consider the following: KPO owns the gas and processes it into electricity .The cost of doing that would not be much more than 1.5 cents a KWH .According to todays update the power price has now increased to $125 MWH.
So the revenue we are looking at from 64 MWH would be 24x365x64 x125=$69 million .Give it 90 per cent availability and you get $62 million.
I doubt if the cost of getting the gas into the plant and burning it to produce power would be more than 15 per cent so we are looking at a $52 million margin.
Hopefully some analyst can do the same numbers .
Happy to be corrected?