"Knows something" - but what? Coal price is known, production is roughly known. The only surprises here could be production disaster or extra tax. Tax is already on the table but PM said they are not going to do that. But somehow should be priced-in. What could be "something" ? We are trading at PE of 1.5-2 right now. Even extra tax which will affect the profit shouldn't make it go back to $3-6
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