ok this is mainly addressed to db and the other doubting john thomas's.
lets say ESG managed to secure an offtake at reasonable metrics to the japanese that gave a comparable IRR as those projects in QLD. then one of the japanese mega banks / finance houses offered to fund the project.
this would alleviate concerns of dilution whilst commercialising a significant portion of ESG's resource.
what are you key concerns then? mine are obviously mastering the coals and delivering the project.
ESG Price at posting:
80.5¢ Sentiment: Buy Disclosure: Held
