re: Ann: Managing Director's Presentation...
Look guys, I agree, why would you not put Domestic Coal instead of outright Eskom ?
Ok, 5 yr Plan 7mtpa ROM, 5mtpa saleable with 60/40 Export/Domestic. Again a comparison, CZA's Mooiplaats Thermal Coal Project (just commenced production)- they're looking at ramping up to 80,000 = about 1mtpa.
So, a resonable size operation here with very low Capex being Managements goal. Looking very nice
RES Price at posting:
59.0¢ Sentiment: LT Buy Disclosure: Held