Agree Tincom is export, IMO not sure that is the best idea,
a: infrastructure and lobbying barriers to its execution
b: international traded coal market may not support the cost structure, especially if it is as suggested in the Intersuisse report and we in the "Interesting" thread a week or so back (post 4591098).
As an aside, ESI have discussed and announced domestic brown coal dewatering at many points in the recent past.
But yes, I agreed absolutely with you, Tincom is export pellets. Just haven't seen many posts looking really closely at the market they would go into if the costs are closer to $AUD50 ex plant compared to the $20's posted here more than occasionally.
f111
ESI Price at posting:
5.7¢ Sentiment: None Disclosure: Not Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)