re: Ann: Update - Victorian Coldry Project an... Well said DS,
Tell me if im wrong but since they have left there seems to be a lot more REAL info being released.
Im talking about the detail in the $$$$ in the last release and also it seems Arup is alot further along that we first thought.
All that misguided talk about not being able to burn Coldry in Vic was rubbish and all the talk about having no rail/transport to exit the coal was also rubbish.
Its all there folks,
ECT is going to produce Coldry including feedstock for about $30 and sell it after transport for $120.
If transporting the Coldry to China costs $30-$40 ECT should make $50 a tonne by 2mt = $100 mill profit.
OR 3 and a bit years FULL PAYBACK !
Who needs a carbon price !
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