J-POWER sign MOU on GNX's K2 150MW Wind Farm for 50% equity, page-11

so more than one way to skin a cat so to speak. This is fantastic news and I see it as very positive, however the market is/was expecting K2H FC this Q...

So being devils advocate...i need to ask
why this play?
who is this play giving confidence too?

I would have assumed the powerlink line construction and ongoing maintenance cost would be the same irrespective of what stage is built first or second ie K2H or K2W or both.

finding a JV to put up 150m for W is definitely easier than a JV at 300 for H.

im going out on a lim, and pls shoot down the idea if you believe I’m way out of line. Could they be finding it difficult to lock a JV in for the H and plan to use W as a sales pitch for H JV in the future...meaning a possible further delay to H?? Hope that doesn’t read as a negative.