MM thinks RCR will be Forge Mk 2, page-2

Difference is RCR power station is open book, whereas FOrge was a fixed price contract that got blown by cost over runs.

RCR management have a lot of skin in the game, so they are wary of taking unnecessary risk.

yesterday BKN dropped 7% and at last look all peers copped much the same. Sentiment spares no one!

Today it hit support, I was parked one cent lower and missed out. Need to see if support holds

Mena while NSW government recently announced some infrastructure plans, one of which is a rail tunnel under Syndey Harbour. These guys have a good shot at that one.

any lower move in SP will probably draw out a predator who is looking to shift balance away from mining, all Downer EDI recent acquisition.