CKA 1.16% 8.5¢ cokal limited

Ann: Infrastructure Joint Venture Advances to the Next Stage, page-718

  1. 12,057 Posts.
    lightbulb Created with Sketch. 1466
    Memories of October 2022 at 25.5 cents when we were still thinking about it LOL
    HCC prices did peak at that time.
    Big call but I see return to 25 cents this year as production ramps up and Infrastructure deals become reality.
    I also think that HCC prices will boom in next QTR when the reality of supply loss comes evident.
    Grosvenor 3.5 million lost: Force Majeure starts next QTR
    US Longwall Mine Fire, Cannot find name but was 3Mt/year status unknown?
    BMA/BHP Central QLD production reduction 10 Mt for FY2025 due to pre-stripping operation backlog.
    IMO DYOR

    https://hotcopper.com.au/data/attachments/6340/6340779-92d556fa25cf4f04683bfc9a7fc4601e.jpg
 
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