Initially it looks like Neyveli giving both of us a run in the...

Initially it looks like Neyveli giving both of us a run in the park at the same time, and want to see how each stack up.

I know Kobe need refined hydrocarbon solvents to treat the lignite. Makes it more complex, costly and dangerous also. But the bottom line is that it will cost them more to treat lignite this way, its unavoidable.

I dont believe that they will be able to compete with COLDRY on a unit rate of production economical basis.
The scale of the business scope in India is large enough to accomodate 2 companies. But we have the leaner meaner tech. Im more concerned about how Kobe begins to eye us off when we kick their backside on unit cost (let alone MATMOR). Lets take this coy all the way without a takeover thanks.