2MTPA coal producer 0.5 Export at 40-60 USD margins Next mine has a pay back of 1.5 years and is fully funded with DFS finished and revised, construction likely to begin with a month or so New listings imminent DWC is a big enough project to give a company a stand alone mkt cap of 70 - 100 million Companies with Botswanan land can attribute at least 20 million minimum and 200 odd million maximum to their market caps from said land. CCC has no value attributed to their land. Quality management with operational experience Price of coal increasing long term RBCT coal price steady over 120 currently Coal usage rapidly rising in Chindia SA inclusion into the BRICS Indian Investment into Botswanan land Korean state owned investment firm invested into CCC's land BEE compliant, increasing liklihood of allocation of extra rail Broker reports with valuations between 10-12 or so cents New report imminent as required for listing on overseas markets JORC upgrade imminent from DWC prior to AIM listing (dont know exact timing but...) JORC resource most likely by years end for botswana, could easily be 1billion tonne plus of domestic/export grade resource Botswanan rail to be partially funded by world bank Eskom tapping capital markets to increase power grid in SA High likelihood of success with application for Kenyan exploration tenements- already short listed
CCC Price at posting:
56.0¢ Sentiment: Buy Disclosure: Held