coal upgrade methods, page-12

Assume this is a positive as it will slow down cash burn, and it seemed as no value had been applied to evergreen - have just been looking at most recent cash flow report and if i'm reading correctly we should still have about 6c/share cash at end of June - so for 1c we are getting Port, coal, potash or iron ore possibility with proven management who have a bit of skin in game.
Can't help but think most recent weakness is linked to tax loss selling by holders who bought for franking credits