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Member
Expecting some positives on this stock shortly.
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Originally Posted by gbogo
Expecting some positives on this stock shortly.
Holding this one patiently waiting for that mammoth pipeline to come to fruition... hopefully seamlessly.
Might have to wait another 12 months for the market to be caught up with it.
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Positives will be coming but what are you expecting shortly?
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Member
Pleased to see the drop in TLT share price, especially in view of positive news for the future. May buy soon.
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http://www.standard.net.au/story/514...ms-on-the-way/
Should hear about the Dundonnell wind farm investment soon...
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"The Group’s development activity is being prioritised
on progressing the Dundonnell Wind Farm (~ 300 MW)
for an investment decision in early CY18. Now that
the Victorian Renewable Energy Target legislation
has passed through the Victorian State Parliament,
the Victorian Renewable Energy Auction Scheme
to contract for 650 MW of renewable energy has
commenced and final bids are due on 14 February
2018. It is expected that Dundonnell Wind Farm
will be a competitive project in this process but it is
acknowledged that the competition for contracts is
likely to be strong."
I do not know enough about this space to have an opinion on their deservedness of this contract.
Big opportunity nonetheless.
One of the only growth plays in a somewhat boring yield centric industry.
higher risk investment for sure as debt will most certainly be a necessity.
Dividends will be an afterthought as well with TLT until we see them develop their hearts out.
I do not see the market pricing in 1/4 of these developments.
market cap of 625m |
TLT CURRENT |
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WIND |
SOLAR |
Tararua Stage 1,2,3 - NZ |
161 MW |
nil |
Mahinerangi Stage 1 - NZ |
36 MW |
nil |
Snowtown Stage 1,2 - AUS |
371 MW |
nil |
Blayney - AUS |
10 MW |
nil |
Crookwell - AUS |
5 MW |
nil |
Total |
583 MW |
nil |
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|
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PIPELINE CAPACITY |
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|
|
|
WIND |
SOLAR |
Dundonnell - AUS |
350 MW |
nil |
Salt Creek - AUS |
54 MW |
nil |
Palmer - AUS |
375 MW |
nil |
Kaiwera Downs - NZ |
240 MW |
nil |
Mahinerangi Stage 2 - NZ |
160 MW |
nil |
Rye Park - AUS |
327 MW |
nil |
Waverly - NZ |
130 MW |
nil |
Waddi - AUS |
105 MW |
40 MW |
Western Downs - AUS |
nil |
250 MW |
Snowtown North - AUS |
nil |
50 MW |
Dysart - AUS |
nil |
100 MW |
Total |
1741 MW |
440 MW |
Last edited by hardt; 29-01-2018 at 08:20 AM.
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Fairly material contract leading into 2030 with 100% contracted revenues ex Merdian for Salt Creek.
Forecasted average annual contribution up to 2021. ( assumptions of uncontracted revenues were 15-20% PA - ( not anymore ) )
Revenues AUDm 21 - 25
Op Costs AUDm 4.6 - 4.7
EBITDAF AUDm 16 - 20
Forecast source - https://www.tiltrenewables.com/docum...ntDecision.pdf
Markets cold shoulder can only last so long
This being the smallest of the incoming developments...
Think of the annual contributions from sites with 7 times the production of Salt Creek.
Last edited by hardt; 01-02-2018 at 09:19 PM.
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Big overhang from TECT's stake for now.
If the TECT giveaway proceeds, the cash required could be gained entirely from selling their share in Tilt, since its hardly a strategic stake for the trust.
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Assuming Dundonnell goes ahead, tilt will need capital from its shareholders with IFT indicating it’ll do so (not surprising given their cash position). It’ll be interesting what this’ll mean for the trust, does anyone have any idea what this’ll translate to on a per share basis?
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Originally Posted by huxley
Assuming Dundonnell goes ahead, tilt will need capital from its shareholders with IFT indicating it’ll do so (not surprising given their cash position). It’ll be interesting what this’ll mean for the trust, does anyone have any idea what this’ll translate to on a per share basis?
TECT owns (27%) of TLT = 83,878,838/312,973,000
1000GWh has been proposed for Dundonnell at a cost of A650,000,000
Obviously this massive project will be split into two-three stages.
Financials of the project should be coming soon "Mid 2018" with construction in "late 2018"
https://www.tiltrenewables.com/docum...r_Dec_2017.pdf
- I only just realised this does not answer your question.
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