I tend to err on the side of pessimism when talking about TER due to their vague statements, but I think we are getting a little bit too paranoid. I didn't see where they stated they are not using the TLO at Clermont. They said their own TLO would make a significant impact on margins compared to other methods to market.
The TLO they need (2mtpa) is significantly smaller than Clermonts (13mtpa). They already have the rail laid and Aurizon are the operators so have a vested interest in getting it operational asap. Assuming they had to run road-trains at 90t per load they could never shift the qty of coal they have already identified to be mined - 46kt in the first month. Failure to notify the market of such a glaring error would most definitely get a please explain from ASX.
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