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Ann: Pumped Storage Hydro Update - Feasibility Optimisation, page-25

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silu73

539 Posts.

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13/11/17

14:35

Post #: 28740344
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Originally posted by Learning_2B1 ↑

silu73 as on many of HC's threads, the posters most followed are the one's that can (for want of a better word) "Articulate" fact's about their posts.

"GNX now at the conservative value I've calculated for Solar Stage 1." could you please post your "calculated" workings so we can all make a educated decision on what would be fair value for GNX at this stage ?

http://www.genexpower.com.au/uploads/6/6/1/2/6612684/canaccord_colts_gnx_11082017.pdf

"" Valuation reduced to $0.57 due to minor capex changes Our risked valuation has decreased 7% as we have increased the capex for the Pumped Hydro project in line with guidance. The new price target of $0.57 still represents more than 100% upside, and if the project is genuinely de-risked, we see value of $1.00/share. ""

Above is an extract taken from Canaccord broker report in August.

Thanking you in advance.

GLTAH

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Hi,
Sorry just a quick note. My valuation for Solar Stage 1 is pretty simple. We know its 50MW and guaranteed prices for 20 years so my back-of-the-envelope calculations tell me that if it GNX would only do Solar Stage 1 it would justify a MC of around $100mill.

GNX Price at posting: 34.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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