Thanks for the analysis. There is no chance of ATQ going it...

Thanks for the analysis.

There is no chance of ATQ going it alone on the power station project.

Robertson is very well connected and has a strong financial guy in support, so after they secure the resource at Songwe, they will be looking for partners to enable free carry into the power station deal.

The world bank is committed to power distribution at this stage so it will be left to institutional investors to fill the gap. I have no doubts they will find the players necessary because they are people of substance and have a good track record.

The long term profits come from selling the resource into the power station and revenues from the associated power generation.

These guys are a class act and will surprise a lot of people with what they achieve over the journey.