vayama - given record spot prices being paid for coking coal, and the effect this is having on forward contract prices, how does this affect your price targets?
How, also, do you value the Minyango deposit in your SP?
There's a few conservative estimates I've seen on UK boards that suggest mid-term price targets of $5 (not including Minyango). Other, more giddy, estimates range up to and beyond $10 (including Minyango), albeit in the longer term.
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