Thanks for that. But that is AGL in Townsville. It still needs a supply for NSW for its exisiting customers. Whether Arrow can do all is another thing. But I also indicated that I wont be surprised that AOE or QGC or SToalso are interested in some of the smaller companies.
To me there is room for consolidation. The QGC attempted takeover of SGL was an example. Just needs some one to make a move and the CSG sector will be re-rated.
PS the AGM presentation just posted again highlights MPO is moving forward. Only problem is that it isnt quick enough for some.
MPO Price at posting:
0.0¢ Sentiment: Buy Disclosure: Not Held