TER SP holding up well. I thought the delay may send it back to 12-13 range. 17 days to go before the refi cloud lifts and a genuine re-rate commences. Fingers crossed.
Whilst SA is still a big risk with recent riots I wish mgmt would update on intentions for Berenice coking coal. Last I heard they were waiting on granting of the mining licence which must be over 2 years of waiting to date.
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