Good post.
We all have our perspectives, and levels of tolerance.
For mine, I'm currently patient enough to focus on the hemisphere with the largest demand for power, especially in their winter, and I'll wait through their summer now until there is a clearer picture of coal prices going into that period.
Of course, continued dividends at reasonable levels in the meantime will help.
TER UNDERVALUED FAIR VALUE $1.20, page-653
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