I'm not sure if you're missing something or not, but the company in their presentation state the following:
"Significant upside potential on constrained anthracite supply and burgeoning global demand in steel and ferro-alloy industries"
Sounds like the anthracite can act as a thermal coal...maybe in certain special applications. Often used as a heating fuel because it burn well and is clean.
riversdale anthracite nearology?, page-4
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