I have listed below a few items of interest from Tata Power's...

I have listed below a few items of interest from Tata Power's Feb 2013 presentation.

http://www.tatapower.com/investor-relations/pdf/investor-presentation-feb-2013.pdf

"Investments
Technical
•Exergen 5%

Fuel Requirement & Source

?Looking for additional mines in Australia, Mozambique, S. Africa, Indonesia

Projects Under Development

Mundra Phase II
Imported coal
1,600mw
Land available. Under planning.
36-40 months once all approvals are in place
Dehrand
Imported coal
1,600mw
Land Acquisition in progress
36 – 40 months post completion of land acquisition

Shipping Subsidiaries
?Trust Energy Resources Pte Ltd incorporated in Singapore for owning ships to meet shipping requirements and trading in fuels, Energy Eastern Pte Ltd incorporated for chartering of ships
?Shipping requirement for Mundra - 5 vessels going up to 7 vessels by FY14
?To be met through a combination of long term charters and out right purchases of cape size vessels – 3 LT charters signed, 1 under final stages of negotiation and 2 Korean build vessels purchased."

As discussed on here many times. Exergen investor Tata-

1/ Needs coal and lots of it
2/ Will need more in the future
3/ Is looking for it from Aus amonst other places
4/ If it is to get fuel from 5% owned Exergen, Bacchus Marsh is first chance of export due to infrastructure
5/ Owns its own shipping & coal trading Co
6/ Continually includes Exergen in its media releases
7/ Management have had high level talks with Vic Gov re BCE export from Vic
8/ In those talks asked for access to coal(S7 & BM approval IMO) and Gov funding as sign of commitment(ALDP) before promising to spend big on infrastructure to help get coal out of Vic.
9/ Mantle's Bacchus Marsh Export Project now included on Vic DPI map of major projects and development

Above all IMO & DYOR

B Rubes