Would like to hear pitman comment on this.
vayama, 15mtpa for 20 years seems like a viable project. Jury said he liked the shallow aspect of the coal so I presume the quality doesnt impact as much on the margin as the depth.
But the question remains - how do we ship 5mpta of export coal out of SA and who do we sell 10mtpa of domestic thermal to?
Jury obviously thinks he has answers to all these questions or he wouldnt be stumping up for more shares - he doesnt strike me as the benevolent type.
perhaps its all just 'sellout part II' for him. wont be complaining if thats the case.
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