a good day?, page-9

my guess would be that whilst we have substantial 'targets' which are to be drilled we are still only producing relatively small amounts of coal at present, with peak production perhaps in 2-3 years?

Much of the issues due to floods etc will be resolved within the next 2-3 months prior to Conti realising the full potential of these targets (2-3 years).

the impact of the floods are short term while realisation of conti's targets are mid to long term.

So established coal producers not affected by the current floods stand to gain in the short term as they will produce higher volumes, whereas Conti is a longer term play, albeit we should also benefit from the spike in coal prices as result of the short term tightening of supply.