how can a $175m market cap be justified?, page-19

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