DT, whilst you'rte about you no doubt will recall that 2011 uni study ala a feasibility on Ngebel - they're talking capex of between USD 325m and USD 520m!!
Even 35% of that is a large large amount of money for a coy PAX's size..... how will they do it?
It seems Dairi Prima is first cab off the rank.....what capex there - extrapolating from Ngebel numbers above...
51% of 30MW/165MW x (325 to 520)?
USD30m to USD 48m PAX's share?
That should be pretty manageable but what's the quid pro quo?!!
short -mid term price expectations, page-15
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