BCB 0.00% 5.4¢ bowen coking coal limited

2 very valuable vessels got pushed out into Jan. Adjusted for...

  1. 45 Posts.
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    2 very valuable vessels got pushed out into Jan. Adjusted for this, the numbers look much better (CF, cash cost). Note the high realized HCC price.

    Things will get better: Ellensfield is high quality and low cost, Bluff in C&M, tighter cost control... and prices are strong.

    The last CR was underwritten by deep pockets and very experienced players. I'd rather side with them than bet against them.
 
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