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?
- Forums
- ASX - By Stock
- KPO
- Saddle Hills Project
Saddle Hills Project, page-66
- There are more pages in this discussion • 102 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add KPO (ASX) to my watchlist
(20min delay)
|
|||||
Last
0.4¢ |
Change
0.000(0.00%) |
Mkt cap ! $8.702M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
17 | 17616362 | 0.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.4¢ | 3033215 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
17 | 17616362 | 0.003 |
5 | 14650000 | 0.002 |
6 | 26600000 | 0.001 |
0 | 0 | 0.000 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
---|---|---|
0.004 | 3033215 | 2 |
0.005 | 9189505 | 11 |
0.006 | 1099007 | 2 |
0.007 | 43125 | 2 |
0.008 | 2536178 | 2 |
Last trade - 11.31am 05/06/2024 (20 minute delay) ? |
Featured News
KPO (ASX) Chart |
Day chart unavailable
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, CEO
Anthony Noble
CEO
SPONSORED BY The Market Online