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re: Ann: Vietnam PM goes public with TinCom E... BB I am also...

  1. 551 Posts.
    re: Ann: Vietnam PM goes public with TinCom E... BB I am also very keen but Lautrec is absolutely correct to refer to the time frames - according to the announcement the decision on project VIABILITY is Step 4 and they haven't completed Step 1 yet; practical completion (ie Coldry plant built and operating to specifcations) is probably 4 years away.

    To rev up the SP like you are describing they will need to announce other similar Coldry deals & also further develop both the Matmor ownership and some initial Matmor commercialisation, and hope that during this time frame they don't get gazumped by similar competing technologies.

    Its a big job ahead for Kos but today's announcement is a terrific small step forward.
 
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