Ann: Quarterly Activities Report, page-20

'Mr Market' blithely ignores the continuing rises in thermal coal futures, but can he bury his elderly, grumpy head in the sand for ever?

Sure, there may be problems with feckless governments' and catastrophist, fallible health advisers' overreach on obsessive, pointless testing and consequent isolation rules, as well as the prospect of more La Nina rains in time given what's happened around Kingoonya and Tarcoola in South Australia, but NHC, WHC and YAL among others are printing money like we wouldn't believe.

I don't believe financing will be quite as difficult as perceived. Mostly, Asians (whether in mainland communist China or Singapore) do not suffer from irrational wokeness as we continually see in downbeat Oz. So where there's a dollar to be made, there'll be a 'yes' to financing. Whether it's at a premium to account for perceived risk is something others will know more about.