Mina,
You should be happy. CRN's management took their pills did a capital raise and positioned themselves for a HCC price recovery. The company that starts with W (if I use full name the pesky moderators will moderate this post) are in denial and no matter how positive the rebound in Thermal coal recovery is they will lag the market - IMO. If you are going to invest in coal its hard to deny quality coking coal is the place the be, just look at the strategy of the big Australian, the ticker starts with B (once again trying to avoid the Moderator. For mine the Company starting with N has quality management and a strong balance sheet to weather this period.
DYOR
Cheers
Robin
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