Hi @LongGrasser0800
I think your numbers look right to me.
This is how I see it
Let's assume GSA revenue = $8.00/GJ
Gas sales spot revenue= $5.00/GJ
COE can supply 68TJ/day of gas
- Best case, plant fixed = 68TJ of which 54TJ is GSA and 14TJ at spot = $502k per day
- At full GSA = 54TJ x $8/GJ = $432k
- Where we are now whist Transition Agreement is in place. We get 90% of GSA = 48.6TJ = $390M
- Prior to the GSA we are producing about 30TJ at spot = $150M
So we are at 260% relative to where we were for majority of Dec quarter (390/150)
But we are at 80% relative to full run rate if plant hit PC (390/500)
Now earnings wise:
Let's assume GSA margin = $5.00/GJ
Gas spot margin = $2.00/GJ
COE can supply 68TJ/day of gas
- Best case, plant fixed = 68TJ of which 54TJ is GSA and 14TJ at spot = $298k per day
- At full GSA = 54TJ x $5/GJ = $270k
- Where we are now whist Transition Agreement is in place. We get 90% of GSA = 48.6TJ = $243M
- Prior to the GSA we are producing about 30TJ at spot = $60M
So we are at 400% relative to where we were for majority of Dec quarter (243/60)
But we are at 90% relative to full run rate if plant hit PC (270/298)
Whilst the Transition Agreement is in effect we are not too bad compared to where we should have been
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Price($) | Vol. | No. |
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