Folks Any opinions on what an unfavourable outcome of the review by the ACCC might mean for CNX? (Refer link to news article below).
The article indicates that commercial risk may be behind Lincs decision to focus their expansion in South Aust.
To my knowledge Linc have minor tenemant overlap issues as opposed to CNX which I understand have 100% tenement overlap issues.
It appears that the market may have priced in this risk already but to me it appears to be an all or nothing scenario as the two technologies cannot coexist.
