RE: Minorminer7 May 2021 10:35
Whizzer, once the ppa is out of the bag it will no longer be in the bag so the wording is difficult.
As to that ppa, what we are expecting?
Preferred bidder allocations after re-consideration?
The price per unit they'll receive when they eventually deliver?
When that is?
Anything else?
Imho, none of them are likely. Until there are tx lines in situ and working , delivery is impossible , when is unknown but hopefully our contractors can produce accurate estimates or guarantees.
We then have a target , for first supply. An early date will favour 2MW, but a protracted date is likely to make 10MW possible. Those options will have a bearing of price of that supply.
Who knows what imported fuel will cost at that time, so how do they set a price for our unknown supply?
We don't know what KE are reporting to the Govt , but , unless they drop out, imho there is no reason to change 97MW and 10MW/2MW which all 3 parties seem content with?
I've never thought a PPA matters, once a power supply is deliverable I think we could auction it to the highest bidder! Gentleman Tony would almost surely have Botswana on a list of one IF THEY ENTER INTO A FUNDING AGREEMENT otherwise it is open house!