Hi Presto,
Metrics for me on UNV look compelling. The Amendment to Minerals and Petroleum Resources Development Act being pushed through Parliament now to allow the mineral resources minister to set prices for coal and control its export.. may be what is keeping the price down. However, fear aside, investors seem to have forgotten that UNV already has prices locked in with Eskom.
Couple of Q's for you if I may as you (or others) will probably know it off the top of your head.
I am trying to find out 2 things:
1. Has UNV any rail capacity allocation with Transnet (esp for future coking coal) - locked in or under discussion?
2. Do they have any port capacity allocation for coal exports (or under discussion)?
Would you point me in the direction of the correct announcements/presentation. Appreciate it.
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