Hi PortissDividends, when? You're right, tricky question. The...

Hi Portiss

Dividends, when? You're right, tricky question. The answer changes a lot depending on the contracts they sign, how long they take to get off the ground and how profitable they are. And then there's the Water processing Company(Veolia please) supposedly lurking in the background. Obviously quicker to get moving if there's concurrent large project developments with them(whoever they are) and Worley both hooking into it. And then there's PWN's ability to tackle projects by themselves, yet to see how far that stretches. And then there's PWN's aspirations - having ditched the hands-off model, just how far will they expand?

So, lots of questions to answer your question, sorry. Gut feeling is 3+ years till it starts trickling down. Assuming the contracts start rolling in, I've got this as a loooooong hold.

Best hope IMO is a deep dive into CSG. Seems to offer the best return for money spent and if the dollars dropped are a good indication, then potentially quicker to get up and running than the big-money mining projects.

Cheers