ESG happened. Even for met coal, if you want to fund it you're having to do convertible notes with alternative capital providers, or equity raises. Unfortunate, but that's the current reality.
Funnily enough I've been waiting for it to drop below my initial entry (29c) to increase the position but not sure what approach I'll take now, even if that happens. Wanted to give these guys at least 6-9 months to see how they managed to ramp it up. Hmmm
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