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w eknow the board thinks a certain way; dANECo we only look at baseload price!
Babaan baseload price, increase LF, require energy
Lowest cost! Lock in three year contract, first year low costs with increasing price
Incompatibility with CSP- Now, we have higher price but discounts, allowances, etc.
Change to cebu pacific strategy - charge very cheap rates, but be strict on
management
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Groups
1. Apec
2.
2. Current IPPAs
a. Sual profitability and long-term plan
i. Significant increase of PSALM payments in 2020
ii. MERALCO contract expiry and
iii. Cannibalization due to migration of Limay contracts
b. Portfolio analysis (capacity, profitability of individual contracts)
c. Price wars and reduction of brand image due to increased external
supply and requirement for competitive sourcing
d. Competitive analysis
3. Rate
4. Company structure and scalability
a. Managing scale due to increasing number of plants, targets, and
business units
b. Difficulty of funding
i. Effort of restructuring due to hitting single-borrower limits and/or
grid limits
ii. Effects of varying tax exposures
iii. Restrictions of other current terms such as Ivory
c.