prospectus next week, page-104

  1. 4,289 Posts.
    http://www.slideshare.net/Coaltrans/coal-upgrading-commercialisation-25847485

    It would be a good idea for all CAG holders to call their management, who are very approachable, and ask what is going on re CAG/Exergen/ALDP, given the chinese whispers that deal may head south.

    Brown coal upgrading tech's were considered to be revolutionary and thus very valuable commodities not too long ago.

    There are now a string of proven tech's around the world that are operating commercially and it seems that most have interests or are interested in taking on projects in the LV.

    With the DPI loop hole stating a demo can be any tech not proven on LV lignite, it is looking more and more like none of the little Aussie battler techs, ie - CHTD or Coldry, will get a look in with ALDP and accompanying Gov blessing.

    You will also find that countries like Indonesia, Poland, India, China, the USA & Korea all have commercial plants up and running now in one form or another.

    Brown coal itself however will be re-rated as a commodity IMHO. When is the $mill question.

    All IMO so DYOR

    B Rubes
 
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