whats everyones take on the, page-14

what the market sentiment is one thing but power stations need to refinance their large loans.

carbon permits are worth 1.3 billion to Hazelwood and 990 million to LYP.

These permits are conditional and without meeting the criteria in the climate change act power stations recieve NOTHING.

also permits have a limited buy back time period from the government.

so if August 2013 no clean energy investment report with substance to reduce carbon emissions, millions will be lost that power stations cannot afford .

The negative sentiment surrounding the latest contract of closure will place pressure on clean energy regulator that power stations comply with the act.

or simply
invest in a 2 million ton coldry plant with government to provide potentially 50% of the funding and a win win situation occurs.

2 million ton plant will provide a return on investment,not only the carbon permits value but BCE export that power stations will have a large proportion in ownership.

gateway technology will surprise.

http://www.cleanenergyregulator.gov.au/Carbon-Pricing-Mechanism/Industry-Assistance/Buy-back/Pages/Default.aspx


ALL IMO please do own research.