CKA 1.15% 8.8¢ cokal limited

Coking coal shoots to 20 month high !, page-10

  1. 157 Posts.
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    I think the upside that does not get much coverage is the value TBAR brings to company. Assuming BBM gets going the haul road to the barge loadout runs through the TBAR concession so there are no real infrastructure requirements needed to get TBAR up and running. Add the BBM and TBAR tonnages together and you start to realise a much lower overall production cost through the benefit of scale
 
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