CCE 2.50% 3.9¢ carnegie clean energy limited

State of Play

  1. 195 Posts.
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    * Offshore Solar Platform
    * Kemerton 10mw solar- need lease
    * Mungari 100mw solar/ 20mw battery- need lease & feasibility study ( game changer if a goer)
    * SA ex Holden Elizabeth Plant- solar/ battery
    * Northam Solar October completion? Merchant selling power & large developer fee to come
    * GIMG - long term power agreement - selling soon
    * Summerhill Solar Plant with ongoing operation/ maintenance agreed
    * Kalbarri Battery with ongoing operation/ maintenance agreed
    * Mount Peake ( TNG) mine and refinery opportunity through John Davidson tie up
    * EMC Kimberly/ Guruma- supposedly millions in opportunities??
    * Numerous WA govt. micro grid futures to bid on
    * DOD contracts in play and future ops.
    * Albany/ Ceto- in the background
    I've probably missed some others, but I just wanted to satisfy in my own mind what I see as a most important 9 months re: REVENUE for CCE
    I have mentioned before that from MO's presentation in Adelaide a year or so ago this was his very theme- revenue , build,own,operate. NOTHING in the ensuing 12 months appears to have varied too much from this agenda.
    The last set of financials showed of course a cash burn, I believe as a result of growing pains, however there was also a sizeable increase in revenue. That revenue needs obviously an exponential increase as projects are completed and some ongoing maintenance etc. kicks in. I remain optimistic and just a little excited for the rest of this year.
 
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