What I found particularly interesting is a research note posted by Forsyth Barr is that "GNE needs to start thinking about buying more coal given its exposure to providing cover under its swaption contract during a dry year"... they believe they will need more coal in 4 months or so... and now that solid energy is gone, could Bathurst potentially capitalize on this? (holding up given the huge drops in other miners! then again... could it really get cheaper...!)
BRL Price at posting:
1.4¢ Sentiment: Buy Disclosure: Held
