re: Ann: Presentation to Coking Coal Industry...
Marceau,
Slide 27 realy shows it, AKM is the odd man out, if one of the other majors, SG or Noble want to move upto BMA then AKM must be one option. This is what Peabody are doing with MCC today.
Perhaps too much crystal ball looking but there could be a link up between AKM and XAM but not sure how likely. Noble is on both AKM and XAM which will need the same rail line.
Ann: Presentation to Coking Coal Industry Chain S, page-21
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