this is what i find amazing about the posts in this stock.
firstly no power station in victoria is built for coldry.
The submission ESI made to the DPI clearly states this.
But "in theory" they can maybe use upto 10%, Reality is probably closer to 0.01% which why no one is talking with them (according to the asx annoucements)
Also LYP own this coal, any new agreement will have to get them signing off, I think $5 a tonne is a deam atm.
But if i got paid 300k pa, i would have hope....
thought i'd let you know., page-12
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