SF,
I have never been too focussed on DJ, but seems from recent report they might thoroughly exceed my expectations. I worry about some of this 3p in more remote areas like DJ sitting at the back of a very long queue for a market. Comet I am happy with due to prox to Gladstone. Also seems like Comet coals might be a good deal cheaper (than say DJ) in terms of capex/GJ - all adds incremental value.
Not knowing coals, or geology, I am better thinking in terms of the transport, the capex and the timing - things on which the coal specialists can't run as many rings around me!!
EL
10/06/09 91 cents, page-26
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