Hey GoNukeI share your enthusiasm for this outfit. Methinks...

Hey GoNuke

I share your enthusiasm for this outfit.

Methinks Robertson is just starting to get his house organised the way he wants it.

With a strong bookbuild of institutional investors and a bit of chookfeed for us hanger ons, he is now in a position to move forward more aggressively in Africa and now South East Asia.

I like the fact that he has been acquiring good potential assets on his lay-by plan for relatively little initial outlay. The strategy of adding value to ATQ"s coal resources with new technology power stations that will be significant national infrastucture projects for these developing countries is also very attractive.

In my view big picture thinking that will significantly benefit not only the countries involved but us as shareholders.

This is not going to be a quick in and out investment and there will be a few calls along the way.

I dont expect this slowburner will attract too much interest from the day traders so its not likely to generate much discussion on HC.