BCB 0.00% 0.8¢ bowen coking coal limited

Coking Price, page-17

  1. 781 Posts.
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    I can understand everyone wanting those figures and they probably wont be fantastic given the delays due rain, port and rail etc. These issues wont last forever. However the big picture is still going to be revealed when the wholly owned CHPP is running at capacity and they have the economies of scale of the Burton and Lenton pits operating. The other big issue is met coal forward price. If you believe it has legs then its a massive opportunity as the lack of investment and viable funding smothered by ESG BS is going to pay off. There just isn't any met coal substitute for the foreseeable future.
 
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