Hi badvibes - not sure what to expect - these guys could throw up anything, but rest assure i reckon there would be a fair whack of "Consultancy fee's" coming out of ADD's bank account if they actually announce a JV soon.
Can you answer these questions for me.
Approx (and i know this is difficult to answer) what sort of return $$ would you expect per tonne of coal? Or target profit margins per tonne for ADD?
So if they sell 200,000 tonne per month at current coal price - what would you expect ADD's margin to be - Min and Max?
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