Thanks JR - many of the chart comparisons I posted, I suggested for JB to look at in the first place, so who takes credit? In any case it is fascinating to see how closely aligned the chart trends are for coal companies across the board - just providing some context for those who imagine that CCC is the only coal company with a battered SP at the moment.
Huge - yes, Penumbra starting, etc should certainly change the trend - and recent moves from Transnet, Eskom & the ANC show that Sth Africa is not such a bad coal mining/exporting destination after all, esp. when you look at how difficult it is to start up a new coal mine in Oz.
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