http://www.theaustralian.com.au/business/companies/agls-15bn-power-bill-as-it-eyes-loy-yang/story-fn91v9q3-1226281061061
a 20 million ton coldry plant will offset the debt and carbon tax from LYP with profit margins...
NO BRAINER alright, but market not aware of coldry?
maybe it is beginning to after today's large orders .
"Standard & Poor's analyst Thomas Jacquot put AGL's BBB rating on negative watch, citing transaction execution and integration risks and Alcoa's off-take contracts for 47 per cent of the plant's 2014 power production.
Mr Fraser said he was confident the Australian Competition & Consumer Commission would approve the deal and waive previous undertakings not to increase its stake"
the wizard of oz, page-12
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