Morning gents (and ladies one assumes) quite some good news I...

Morning gents (and ladies one assumes) quite some good news I would say, especially as misfits mentions, the loosening of TT control, now that he has some loot he will spend even less time in the office and more in Sandton City mall or even at Zimbali resort on the coast.(no doubt drive down in the new Roller)

I actually see FSE now being one ahead of RES, for a number of reasons, many of which Misfits and I have debated in the past but key points being
a) the eskom deal having been confirmed
b) slightly lower rail costs due to closeness off Transnet line,
c) simpler business case ie no reliance on thermal coal exports, no tied PRIVATE power station both of which are new concepts for the Waterberg.