COK's Assests are exporting from Wiggins in 2014.
This is significant. NHC doing 6mtpa of thermal = 4b cap.
Lets say COK has a 2mtpa of Coking @ Barabala
Down the track COK may have indeeed the same amount of thermal..
It is worth in the billions. Get finance/ reduce the exposure of 3.5m @ barabala and the fuse will be lit.