Given that the government set the RFP into motion, I’d assume they knew roughly what position TLOU were in currently and thus would know it wouldn’t be an instant thing. Any large power project would take a while to get setup. Where does it say it was meant to be 2018? All the documents I’ve seen so far say first power by 2019...? (Happy to be proven wrong though)
Isn’t the key point that once 10MW is flowing, the incremental steps to scale up are a lot faster to achieve and so it won’t be that long in terms of additional wait for more power to the grid to help with the power deficit.
It’s going to be interesting to see what the split for the RFP result will be and also what happens in the next few years. I know you don’t believe TLOU are ahead in the CBM game because you sarcastically mention the 1-5 years ahead figure almost constantly haha but who knows. Maybe you’ll be right, maybe they will be.
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