KCN 1.44% $1.37 kingsgate consolidated limited.

Ann: TAFTA Update, page-19

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  1. 6,150 Posts.
    lightbulb Created with Sketch. 1491
    Ordered by:

    Painful/Embarrassing/Losing Face to Easy to agree to

    1. Cash compensation (but they can pass the blame to Prayuth, and claim it as a benefit to FDI).
    2. Royalty Reduction (reversing the new laws)
    3. Discounted power contract.
    4. Investment incentives (eg. tax-free equipment)
    5. Cheap Loan (if bureaucratically feasible).

    So a royalty reduction is somewhat unpalatable. But if they're in a weak bargaining position, then they could do it.

    Normally 'face' is an excuse or explanation for not agreeing, but it's less of an issue when you can blame your predecessor.


    So I'm not really ruling any out, but I'm not banking on cash.
 
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