By contrast the underlying FA of AKM requires billions to build infrastructure - which will be the long term asset there rather than the coal IMO having custody of a section of one of the main arteries of the belt and road – a real long play
The FA here is based on a public the declaration that this has been built to sell, with a potential buyer already heavily invested and the announcement that a highly regarded independent external developer IMEC flagged to deliver the sell-ready product end of September
4DS chart, page-524
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