CRN 2.16% $1.19 coronado global resources inc.

Ann: Investor Call Details, page-19

  1. 124 Posts.
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    Hi all,
    I am invested in nhc and whc but not yet crn. Looking to buy in as I agree with the sentiment here that it is highly undervalued.

    One question I have is why the thermal price for Crn is so low in your models? I know it is a small part of the mix for Crn but miningnut’s model shows $32/tn which reconciles with reported revenue and tonnes in Crn quarterlies. Given nhc and whc are selling at $150/tn this makes no sense to me.

    im sure there is an easy answer if someone can enlighten me?!
 
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