SP3,
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
SP3,Agree Tincom is export, IMO not sure that is the best idea,...
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