val/crash,in terms of weighted risk, this has little to do with...

val/crash,

in terms of weighted risk, this has little to do with Linc. Linc have not proven that they can reliably supply gas, they oft say a lot, but I want to see the results.

A fair dinkum investor, who wants fair dinkum results.

IF Linc can do this, then they will be very very well placed to exploit the future price rises that dex has very accurately described.

It is absolutely a train wreck waiting to happen.

If the east coast pins its hopes (as the prodcutivity commission has suggested) on the gas powered baseload, what is going to happen?


Well, firstly, demand will increase several times over. This means new supply has to be created.

If they can find new supply that hasnt already been committed to export markets, whats the cost going to be?

Gas prices are going to increase substantially. As dex said, gas is being routed all the way out throught the cooper at the moment back down to vic/nsw. What happens when all that gas goes north?

And then add in the carbon tax that is just going to make everything more expensive.

The poor NSW consumers are sitting ducks on this one.

Good luck to Linc if they can exploit the gap and do so reliably; if so; I am in.

But I want to see results first!!!

SF

PS: How well are Linc placed in this with so much capital!