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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amplitude energy limited
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Last
18.5¢ |
Change
-0.005(2.63%) |
Mkt cap ! $490.5M |
Open | High | Low | Value | Volume |
18.5¢ | 18.8¢ | 18.0¢ | $209.6K | 1.135M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 140000 | 18.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.0¢ | 195904 | 7 |
View Market Depth
No. | Vol. | Price($) |
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1 | 140000 | 0.185 |
9 | 316466 | 0.180 |
3 | 309771 | 0.175 |
2 | 570588 | 0.170 |
5 | 449290 | 0.165 |
Price($) | Vol. | No. |
---|---|---|
0.190 | 195904 | 7 |
0.195 | 335346 | 6 |
0.200 | 164805 | 5 |
0.205 | 56990 | 2 |
0.210 | 55500 | 2 |
Last trade - 16.10pm 25/04/2025 (20 minute delay) ? |
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