Re the Coldry demo - from the June update we see Monash/IMFA are spoken of as leading the show. However - continually we read of the opportunity for others to invest in the demo and beyond...which is what we s/holders want - spread the risk. Thats what instos want - if one party reneges...there are others to take up the slack.
http://www.ectltd.com.au/newsletters/shareholder-update-january-2012/
Jan 2012
"ECT and its potential Australian co-investors wish to attract globally recognised resource companies and globally significant thermal coal consumers as investors in this project."
We now know WHO the above "potential Australian co-investors" are - Monash/IMFA ...big tick ECT
Now WHO could fulfil the NEXT part of the above... globally recognised criteria?
* K-Coal, Sojitz, Tincom, Neyveli, Datang, Poland, ??
IMO the Coldry/Matmor demo/pilot plants will not be soley funded by IMFAMA...the coy have flagged that wont be the case.
A globally recognised ARUP designed plant is proposed to be built in AGL's "immediate vicinity" in the Worlds premier b/coal location etc etc...who could that attract?
Imagine if just of ONE of the monsters above invests (which I expect) - instos will be all over microcap ESI...market darling. Govt Pilbara backing... media...personally I expect this to happen.
ps...Pas - Aug 15 not far away.
tick tock...
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