loy yang presenatation, page-6

I am reckoning on a statement that may include about 50 million bux needed for coldry plant #1. This is a figure plus or minus 20% often stated by Kos pre and during dft1

I believe Coldry plant #1 will be forthcoming c/o the backers behind Monash capital.

I believe boards old and new consider funding via a SPV, offers best share holder value.

I suspect the first Coldry plant in Latrobe Valley will be built on land and in infrastructure laying dormant adjacent to a Loy Yang power station.

I base this upon 2012 announcements available which have referred to same , including the Monash 4 mil funding dft 2&3 for what ? for whom ?

I also base much of the sight triangulation upon the 51 page report AGL submitted as part of it's proposal to buy out the remaing %age it desires re Loy Yang.

It is considered highly probable that post dft2,,,( big ) and during the beginning of dft 3 ( small) the yet to be named monetary fund yet to be flushed out into the public domain will imo show it's hand and commit the big bux for coldry plants in the valley in the name of jobs and federal policy prior to AGM.

At this point in the process the sp will reflect a mkt cap of 4 TO 6 TIMES the current Market Cap.

The Mid may company update would be close NOW,,, as are announcements re 3B's from egm.,, HENCE volatility in SP as those in the know hustle bustle and tussle for tree shaking cheapies as the un-researched punters balk and walk.

What better way of laying down smoke for 3B's than to update the market with potentially highly sensitive fwd moving news due,,, from tomorrow on,, if we understand the 3B's normally appear 10 business days after shareholder voting ??

Everything I state here is based on the announcements we all have access to. Please read em all,, and challenge me after you have joined the dots the Coy has announced to the market.

The above are merely the researched rantings of R D and should not be considered as anything more than just that
R D