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re: Ann: Managing Director's Presentation... Look guys, I agree,...

  1. spiro333
    1,640 Posts.
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    26/10/09
    11:15
    Post #: 5830220
    re: Ann: Managing Director's Presentation... Look guys, I agree, why would you not put Domestic Coal instead of outright Eskom ?

    Ok, 5 yr Plan 7mtpa ROM, 5mtpa saleable with 60/40 Export/Domestic. Again a comparison, CZA's Mooiplaats Thermal Coal Project (just commenced production)- they're looking at ramping up to 80,000 = about 1mtpa.

    So, a resonable size operation here with very low Capex being Managements goal. Looking very nice
    RES Price at posting: 59.0¢ Sentiment: LT Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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