Ok - this is in Indonesian -...

Ok - this is in Indonesian -

http://www.djk.esdm.go.id/pdf/RUPTL/RUPTL PLN 2016-2025.pdf


but there is an English version out there. It is PLN plan for the next 10 years. Have a look at table 5.3 on page 94 - rows 25, 28, 31, 36, 40, 41, 46, 49, 59 to get an idea of the importance of wasambo and eees gas supply to the PLN. Also have a look at table 9.4 line 5 and 8 where the plans for upgrading transmission are outlined.

Also this from DBS on Indonesian gas opex  (I would have included the sheetshot, but the editing tools on this site are pretty s**t). see page 26 where it show opex is sub 20% of the indo average.


https://www.dbs.com.sg/treasures/ai...efore_the_dawn.xml&cid=aio_heroblock_sg_bt_03

Of course the PSC ends in 2022 and linked to this, so will the PPA -> no gas no power.

It would be good if anyone going to the AGM could confirm what will happen with the Sengkang plant, the PSC and PPA.  I will flick off a letter to the ASX and to BA seeking clarifications of  alleged comments made by GE - but at stated earlier there is no indication in any company report or associated company report that Sengkang is a BOT scheme - at the very least one would expect the auditors to insist the Indonesian power assets are fully amortised in 2022. If it is a BOT scheme, PWC, SE, GE, as well as Medco, etc are all guilty  of something ugly by not disclosing it.