With the ROC/NPV at quite high levels, it's also an attractive proposition for Macquarie to get a foot in the door to ATC to fund future plants as well. One can only presume plant cost from SMS will come down somewhat once they've been through the process of building a plant. My only hope this isn't the first in a pivot from the Johor plant to a German Plant if the funding for that falls through for "political" reasons.
ATC Price at posting:
13.0¢ Sentiment: Buy Disclosure: Held
