BHP coal assets sale, page-13

"an acquirer cannot fix operational problems or increase tonnage; none of this synergy that acquirers sell their shareholders"

There's no instant fix.
CRN knows this... even though they try and replace thiess with mining pro.
I hear they're at the point of having circle jerks in an attempt to fix things and still can't make it work.
The problem for CRN is that they can't just shut out thiess without impacting over 50% of their production for several years.

What the new BW owner will be able to do is open new pits along strike or older pits that were put into care/maintenance. Similar to how BMA is doing things at "Saraji South" or "Norwich Park" with their new roads and traffic lights on the golden mile road (although that coal is Moranbah - not Rangal; so the FID is easier). New BW owner will have the opportunity to bring in their own team to mine these new/old pits and when successful, they just let the old BMA culture die off when currently working pits are relatively exhausted.

Why can't CRN do this?
They don't have the strike length or coal pits in the right place to do so.

"A mug punters guess without access to the dataroom"

100%... but fun to look at regardless.