gee giddyup for a shareholder you are a half glass empty kind of...

gee giddyup for a shareholder you are a half glass empty kind of guy


of course having a larger resource is of more benefit to the company...you are thinking of years when it comes to supply these chinese and indian companies think in decades. The NPV of the project ewill increase considerably with the more cashflow it can generate especially in the earlier years

eer had 20 yrs worth of supply at say 60m tonnes a year now they will have 100...and over those yrs the infrastructure and rail spend per annum becomes a lot less doesnt it

the market may only look out10 yrs but any potential suitor does not

if you read one of the gvk presentations you can find online and also the port tender from the state government you will see that the company can easily get access to a much larger allocation than 20mt/pa

i am not sure if you can be bothered or not but ring the company they are happy to speak to shareholders...maybe you then can become comfortable of where he company is heading and why this is an important transaction for the company's future and direction