Ash,what i believe is that some shareholders are not taking into account the cost to shareholders of increasing electricity costs ie
-fy17 penn reports a electricity bill increase of $100m,thats increase.
-fy18 again penn reports another bill shock of $100m,thats increase.total $200m.
-lets c if penn reports another electricity bill shock increase of $100m for fy19
-going forward to fy20 and fy 21 i believe its reasonable to expect such increases to continue as the 5g network requires more electricity,so i believe we can get to a $500m 'increase' in electricity costs,thats increase by fy21.ie 2 years away.Using ooyala as an example that equals a 3 cent reduction in eps,or what could have been a 3 cent increase in div.
This country must decide how much we want to rely on battery operated renewables and how much we want to rely on base load ie then make the energy policy decision for base load coal,gas,nuclear ?Conventional gas is a good choice but its fossil and gas development is banned in vicThat leaves coal and nuclear,nuclear no emissions and as lucas heights proven even old technology nuclear plants can last 60 years..
To those not interested in elecrticity generation above is y penn established tls energy generation p/l.
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