AOE 0.00% $4.68 arrow energy limited

The presentation is worth a careful read, mostly wrt LNG.However...

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  1. 11,543 Posts.
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    The presentation is worth a careful read, mostly wrt LNG.

    However two notable point on current operations/cash:
    1) We appear to still have $100mm of Shell cash (retentions)coming this HY (in addition to the FID milestone).
    2) Underlying EBITDA of $33.6 m on rev of $92 m. That's pretty healthy imo, and reflects credit on past decisions wrt investment in generation assets.

    Quiet on hc this week.

    EL

 
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