Probably an unpopular opinion but the peaker gets disproportionate airtime on here, and probably with management too, relative to revenue. At the top end of the forecast range, it brings in roughly 50% of what Walyering brings in today operating well below nameplate. Yes, it unlocks the stranded asset, yes the monetisation ratio is good, but the scope is tiny. Hopefully the BOD had the DBNGP connector locked in and on track for on time delivery before they even opened the page on the Peaker. The peaker is icing, not the cake. JMO.
Probably an unpopular opinion but the peaker gets...
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