NHC 2.22% $5.07 new hope corporation limited

Coal Price Set To Surge As Major Producer Indonesia Bans Exports, page-4

  1. 10,757 Posts.
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    Agreed that DYOR is vastly preferable but FYI the below from a certain blog is about ORI but note the comment by Hugh Dive (unfortunate name for the sector) of some outfit called Atlas Funds Management about thermal coal:

    "...For 2022 we are picking Orica and Lend Lease as the candidates for a strong rebound in 2022. Orica's fall in 2021 was attributed to decreasing thermal coal volumes which resulted in reduced demand for explosives. However, in 2022 the outlook for coal looks robust, particularly in light of major exporter Indonesia banning coal exports in January 2022. This move by the Indonesian government is being made to divert coal to domestic power producers and will be beneficial for Australian coal miners and hence Orica.."
 
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