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The other assets angle given time line we expect COD late 2023 is great as we have no revenue currently
but only if its a near term revenue generating option otherwise we still have 3 years of development
costs offset by presuming small scale external Coal sales once mine up and running
Anything that could add good revenues to Coal sales while waiting for scale up to supply power plant
would be good and reduce current reliance on dilutive funding during the 3 years to COD
Not sure anything else fits the bill, unless something else going on in the background we are not yet
aware of like planning a much larger Coal mining sales operation early doors with China Coal ???
right enjoy the weekend off for a walk in the sun
I wish ts
but it would be whiskey not beer (none allowed at the mo)
and cant argue with the rest as cpec IS the roads /rail and trade routes from Western China
to Gwadar Port Facility the rest is China's compensation to help Pakistan develop rapidly
for allowing them to do so
To be included in the JCC reading previous articles and statements by ministers the PM etc
we just need as with all projects to be seen as in a position for the company/consortium to
take forward
Just need that NTP/LOI to qualify and maybe not even that, the PM last Oct/Nov when making
his first of many GET ON WITH IT to his government departments as he was also expecting in
his word 10th JCC and P1 completion early next year
As we all know they where high wide and handsome on that target, with China in Jan wanting
it in April all the major sections now in place with the ML-1 closure so JCC has gone from soon
as Bajwa has been saying the last few weeks to imminent
The statements Imran made late last year indicated for P1 closure companies/projects just had
to be in a position to continue with minimal Government oversight, so they could switch Gov
emphasis to P2 non Energy & Infrastructure and likewise available Government funding
So if the consortium has demonstrated it is in a position to fund and move forward might not
need the bit of paper but like all will be far happier to see it land before any date for the JCC
is announced
China Coal are state owned within the CPEC framework, so would imagine as they are state
and have indicated they will arrange the larger scale finance required Pakistan would not
include if China delegation happy with situation
Look how much has happened since January across all the projects and China where happy
to go ahead with the JCC in April, they again said can we have it in late April by video link
Knowing full well ML-1 , Gwadar and many others had still not been signed off all of which have
in the interim Apr-Aug
If they where happy with the situation back then, fingers crossed we would not be excluded at
the last minute if NTP/LOI as it says on the PPIB web is in the process of being issued
LOI Monday/this week would be great and settle the market but ultimately given the previous rhetoric
and stance by China, fingers crossed we might scrape though the door anyway if deemed Sheikh and
China Coal a solid financial proposition
Enjoy the sun and the w/e
We will find out soon enough
HFB I think you been on too much of the carlsburg, try adding some lemonade!
If JCC and state visit this month then orcp may not have loi issued by then so wont be included, to much emphasis by PPIB/GOP on renewables, better its later in year because at the moment we're being left behind because we were slow out of the blocks in the first place, maybe NM realises this and why she is looking at Africa.
The webinar today was all about Gwadar port, roads and airport development to conect the port.
It will come but I fear not that quick although I would love to be wrong.
Best ts
That's a given last year he was pencilled in for June/July 2020 after a May meeting 10th JCC
in January they requested JCC in April so he could come in May
as we have seen the Pakistan end where far from ready and the ML-1 that was approved
for almost $7 billion yesterday and the biggest project in phase 1 was probably the
catalyst to now hold both JCC and state visit
Original plan , presume still same, he arrives signs off P1 per JCC agreements then throws
more money at Pakistan under P2 non Energy & Infrastructure projects.
He invented BRI of which cpec the flagship project and last I read he was already at Phase
6 in his vision (world domination economically lol)
Expecting Bajwa and Yao to be declaring its no longer soon but on the ..... Aug/Sep
very soon
Which means our NTP/LOI must be beyond imminent for us to maintain our priority status
and be included in the upcoming JCC shortly
Think those who have been tipping Monday 10th August for the past week or two might
be on a winner
as said a few times Monday/Thursday the most regular for PPIB/CCOE meetings with a
full cabinet meeting on Tuesdays
Carlsberg calling
Monday PPIB meeting then inform CEO of approval
(rns intraday or 7am Tuesday)
Tuesday Energy /other Ministers inform PM all E&I projects good to go
Wednesday orcp sign MOU for near term Gold production in Guinea
Thursday CCOE meeting rubber stamp project and its all over the media
Friday Having consulted all the Diaries Bajwa/Yao declare JCC and Visit
Saturday Shareholders rest and recover from shock of 100's % rises
Sunday Local media report pictures of Sheikh arriving at a large Hotel
in Dubai , who's that greeting him at the door (YES)
spend the rest of the evening putting in Limit orders for Monday opening
Monday wow 3 rns arrive JIA agreement , 2nd Sheikh MOU , China Coal finance deal already in
progress at late stage developments
Tuesday London market closed due to all the MM's heads exploding throughout Mondays
3 million trades executed in the day
If only Carlsberg did orcp's week lol
thanks good post
From Twitter report of a webinar today: Chairman @CPECAuthority @AsimSBajwa rejects the rumors of slowing down #CPEC projects while @CathayPak says Chinese President #XiJinping will be visiting #Pakistan soon. #webinar organised by @SDPIPakistan @ForeignOfficePk
https://twitter.com/stm215/status/1291724062037807104