CLR. High capex, high opex project. Such high ash projects, needing big wash plants, will probably never start in the current environment.
CKA. I may revisit. I have my spreadsheet. Need to confirm/update the data. Production capacity is low due to transport but there coal is good and opex & capex should be low.
I currently hold AKM. High quality coal. Lowish opex. Infrastructure hopefully coming. Possibly takeover target given it has 19.9& shareholder.
