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![ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1504617499987701761.png) Yield Guy [@ImmaYieldGuy](/creator/twitter/ImmaYieldGuy) on x 2109 followers
Created: 2025-07-25 05:45:59 UTC

@respeculator Yeah it's pretty fked tbh. 
XX% blended yield vs XX% in deck...call it X% delta on 20mt ROM. Even using the shitty pricing of this quarter, that is ~A$250m in lost revenue for the year...and I'd say 175m of that attributable to BW


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**Related Topics**
[250m](/topic/250m)
[$250m](/topic/$250m)
[delta](/topic/delta)

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ImmaYieldGuy Avatar Yield Guy @ImmaYieldGuy on x 2109 followers Created: 2025-07-25 05:45:59 UTC

@respeculator Yeah it's pretty fked tbh. XX% blended yield vs XX% in deck...call it X% delta on 20mt ROM. Even using the shitty pricing of this quarter, that is ~A$250m in lost revenue for the year...and I'd say 175m of that attributable to BW

XXX engagements

Engagements Line Chart

Related Topics 250m $250m delta

Post Link

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