Currently its like watching paint dry.....where as in the past ECT has been a roller coaster over the that 2-3 yrs. Stability is good. However will we see much action before the end of the short fall? (end dec)...or maybe not even until the end of phase 1 dft (Q2 2012)
Pas, i like your idea of 2 plants, but imo i cant see this happening...do you think there could be some competition for who might possibly build and own the first LYP plant? ie Tincom for export or LYP, Aloca for local etc.
Prospectus initially outlined focus on Datang test burn....then Tincom re engaged with ECT and this instigated a change to prioritise DFT which is a good move and good for Tincom as we are funding it.
When do we get something from firm from Tincom?
all imo
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