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From my quick reading:On the export contract side the investors...

  1. Shares888
    184 Posts.
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    26/10/11
    15:06
    Post #: 9193835
    From my quick reading:

    On the export contract side the investors update on 21/9 talked about CESC 1 mtpa (first three years), and Bhushan Steel 0.5 mtpa with mutual option to increase.

    Need to lock in 6 mtpa for 'bankability of cash flow'

    Ultimately it looks like they want infrastructure to ship 46mt, but looks like it will be at least a three year ramp up.
    RES Price at posting: 43.5¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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