"I only like the synergies of local use....but I don't see Big Ted or Kos having the ticker for such a project."
"I think the Tincom export story is a load of rubbish"
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Cant see any reason why you hold and post such bold comments. No wonder your frustrated. ESI is solely about Tincom atm...if it fails there is no local application (for ESI anyway)
If you genuinely only held for "local use" you should have bought when a carbon price was imminent - which is not now or any time in the past.
ps...the 2mtpa plant is not dependent on rail being built....as the ann says yesterday. The initial 2mtpa plant will be at a minimum a display centre that makes major cash for Tincom/ECT.
electricity prices esi right market segment., page-12
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