Meister, I think you're being VERY conservative by stating, "GEV and MB may well have a serious comparative advantage to play in the sub-continent."
It's not just on the capex that India WON'T have to incur where GEV's SeaNG technology is a game changer. as the slide below taken from GEV's last presentation so clearly outlines.
I started buying GEV (then TTE) soon after MB took the reigns.
His business career has illustrated that he is and always has been a macro visionary with the ability to bring projects to fruition.
The way that GEV has evolved since his taking control is further proof of that and I believe will be the culmination of all the accrued experience of MB's career brought to bear for the benefit of all shareholders.
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