RE: Still....26 Jul 2024 11:22
What do you think of this idea guys?
Once we are supplying the grid with power , we start earning!
Exponential growth is then expected from limited self-investment initially , but ever increasing income will become increasingly significant? At some point it will become totally self sufficient and TLOU will be a major company.
The sooner we get there , the better ?
My idea is to offer more power (MWH) for advanced payments!
The MW is a temporary constant , maybe 1MW , but rising to 25MW over time!
Basically whatever they pay us today buys them power equaly to MWh1 , tomorrow MWh2 , etc etc
hx is a combination of the prevailing rate in MW being delivered on payment date , and the number of days to repay previous commitments i.e. estimated start date for current offer.
I cannot envisage the curve but I'd expect the MW to keep increasing between each stage i.e. the estimated times for previous fundings will therefore be pessimistic and will reduce , bringing forward the delivery dates of all future deals.
I need to knockup some spreadsheets to find the formulae and see how well or badly this performs.
It will be based on new wells taking 6 months to introduce. #6 was not a lot more and you'd expect to reain around there?
Swings and roundabouts on dewatering and drilling will occur but extra machinery might be possible as we progress.
The expectation wa that we'd borrow funds, repay interest on those loans, and receive earnings from BPC to pay that interest and everything else. If BPC is the source , we repay with electricity insead of cash, and solar needs to be added before we reach 25MW plus extra TX lines.