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Western Wind Energy Corp V.WND



TSXV:WND - Post by User

Post by agrossfarmon Jan 29, 2013 1:52pm
219 Views
Post# 20906806

Bakken WND numbers possibilities

Bakken WND numbers possibilities

You can gross up 9 month opex, although that has some inaccuracies and extraordinary items in it and you get about $9 million per year. I have information that indicates that in a normal operating year (which doesn't include startup and non-typical outages, etc.) the Operating Margin (Rev-OPEX) is ~80%.

Actual shares out, the closest I can see is about 71.5 million.

I have not given any credit for ~$2 million of the loans being paid off per month with cash flow since Windstar is fully operational. From the end of Sept to a possible close at the end of March, that would reduce debt by $6 million  or a bit over 8 cents per share, so you can deduct that from net debt (which includes about $26 million in cash in escrow to guarantee loan payments, which would not longer be required once the company is sold to someone with deep pockets).

Keep in mind that cap rates in these days of ZIRP is more like 7% or 8% and that were the numbers mentioned in conjunction with those European Funds that were interested at one point, and may still be.

The pork in the Kick The Sequestration bill made all WND's potential projects more valuable, but to what extent, I have no idea. I add nothing for these projects because I presume the companies buying operating projects are not all that interested in paying for Project Development. That is part of their value bonus, as far as I can see and not a large amount on a per share basis for WND shareholders.

Thing is that everyone has there own assumptions, so make yours and see what you get. Good luck.

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