Having someone with some serious connections with the coal users in china is critical in my opinion. Really means that you can do deals direct with the end users rather than be at the mercy of traders at the chinese border.
I think we will find that the AKM coal will be in high demand to blend with lower quality coals produced in china. My opinion only..
Would be great to know who has been off loading shares lately, i suspect alot of short term money has fled recently.
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