if the ramp up of power demand has been as impressive as the three recent RNSs have tried to suggest, then maybe Bassa might be reopened soon? that would give the SP a leg up,
i think it is a Logbaba production JV so pipe and customer issues may be with GDC and our other partners. but i doubt VOG/GDC is unable to apportion the burden of the 2018 disconnect and 2019 reconnect to production across issues.
man is HRN holding up better than SGI. both a large part of my childhood, so wanting to see them do well. more scope for HRN i'd say ... unless the Chinese middle class get a sudden desire for British history.