Evolution Capital Coverage of TER, page-70

Sorry, I had an actual post that led into the clip but it disappeared after I posted.

It essentially said I've been looking at TER for a while now, since above $1 and the latest pullback has me tempted. I follow Gaurav - the analysts in the clip. He is very bullish on coal and was onto it very early on and recommends WHC and NHC.I hold one of them.

I'm just concerned about the ability of TER to capitalise from the elevated coal prices, particularly with the way SA operations work. I'm a believer that coal prices are in structural adjustment, and $200> is here to stay - so I'm wondering if holders see this more as a short term capital gains play or are taking a long term view? I'm struggling to see the advantage over other asx coal miners that aren't as hamstrung in grabbing close to spot prices.