AVA ava risk group limited
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AFR has coal deposit in Botswana also. Yet their recent investor...

  1. ourmaninoz
    180 Posts.
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    18/03/12
    00:19
    Post #: 9855653
    AFR has coal deposit in Botswana also. Yet their recent investor presso seems to imply they think they can export 1-2mtpa by 2013 using existing rail links. Why cant AVA consider something similar?

    They also say they are in discussions to supply coal to 300mw local IPP...

    Is aviva being proactive enough with their Botswana coal asset?

    Sure AFR's deposit is twice as big as AVA but much more importantly they seem to be making better progress towards monetization of deposits...

    AFR MC around $100M !!
    AVA Price at posting: 34.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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