RE: Transitional Power - AEMP10 Sep 2021 18:02
LW, from a brief look at the presentation, first revenue for AEMP begins in 1st quarter 2022.
From the figures provided in the presentation, my calculation is as follows: the current pipeline is a 50MW(mega watt) solar project. At approx $1.8 million per mW, total revenue is 50*1.8 = $90million dollars. Our share of that revenue at 10 percent wil be $9 million. We can increase equity share to 15 percent so revenue will be £13.5 million
The project can scale up to 500MW, so 13.5 *10 = $130 million dollars of revenue. I dont know the timeline to scale to this figure, but that is a crap load of revenue at some point in the future. This is on top of gas sales from Anchois.
The valuation figures posted is for gas only and they range from 23.5p risked(sands A and B) to 325p unrisked(Lixus containing Anchois).