"There is significant upside in this investment which the market does not appreciate, at the expense of only 2 weeks current cash generation ($95 million)."
I'm going to back Millner to allocate capital and if it goes horribly wrong, it is only two weeks of cash.
Anyway, I'm going to ignore this until it starts producing less it messes with my thermal coal valuation model.
Ann: Market Update, page-20
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