1MC 3.33% 3.1¢ morella corporation limited

That's a value judgement call imo. JB has to trade equity...

  1. 1,594 Posts.
    lightbulb Created with Sketch. 485
    That's a value judgement call imo. JB has to trade equity injection from ON for ph2 vs price cap on OT. Personally, I wouldn't fix for further 3 years say 2019-21 based on current supply forecasts....but a potential 75% equity offer could sway him to take the fix....he may also want to build a downstream jv comittment into the ph2 deal...?
 
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