The BOO arrangement has raised more questions than answers regarding potential future earnings.
Do you know of any BOO models whereby both parties profit? I have only heard of BOO agreements between governments and private utilities companies. Power, water and Ports ect. The government is just happy to have the utility supplied for no or minimal outlay while the private company takes all the profit. In our case both Minbos and Talus want a share of the profits.
Perhaps the pricing arrangement we have with talus for the GA will be staggered. Starting high until they recover the cost of the plant and then reducing whereby Minbos can on sell it for a greater margin.
All speculation until the company announces more details.
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