It was pointed out to me in the comments on my earlier Transco Bid Speculation post that the concession is for 25 years! That makes a difference in my calculations.
Here’s a pdf of the new model and here’s the spreadsheet online.
The numbers went out the roof at first. But this Reuters article [...]
[Updates here]
Unfortunately I’m not (yet) involved in either the Sell or Buy side transactions on this auction. But since I’m not privy to any confidential data, it’s perfectly legitimate for me to take some public information and play with it. So let’s do some back of the envelope calculations on what the bid price [...]
I just uploaded a copy of a presentation on the 2003 Transmission Development Plan. I find these “older” documents quite useful in tracking what we were tracking and looking at at the time.
In addition, this particular presentation has some nice technical summary information on the Luzon, Visayas, and Mindanao transmission grids that is helpful if [...]