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will santa drop by ??, page-39

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    Monash STRATEGIC ADVANTAGE may start to decline should an ASIAN led consortium have revised offtake agreements in place to meet increased energy demand in South Korea and Vietnam.

    important criteria under ALDP.

    Long term Coal Allocation would be worth more than the short term 6 million.
    1 to 5 billion tons coal allocation plus Aus Industry may just tip the balance for a re think for a transfer of funds by Tincom or K COAL for the pre commercial.?

    IMO Monash risks more than it will gain, the longer it takes to an agreement of conditions placed at the last hour.

    strategic hardballing can rebound backwards if undue pressure is applied.

    ALL IMO please do own research.
 
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