Ann: Change in substantial holding from DBA , page-26

Yes, the infrastructure revenue will be substantial. If they charged $15 pt haulage for say another 50 mill tons, that's $750 mill. You could multiply that by a PE of say 5 and end up with a nice cap value. The NPV from now would reduce that substantially depending on what risk rate you would use but eventually it will be a good earn.

I guess the issue will be blowouts in budget and timing but that should be a lucrative play for the new owners.