Botswana is just a red herring. CCC's value is in what they do...

Botswana is just a red herring. CCC's value is in what they do in SA and at a stretch in Kenya. AFR, NMR, HDG all Botswana coalies are going to be drifting for a long long time. There isnt any transport infrastructure worth talking about. The project spend is way beyond what these guys with barely a few million $s can dream of. Coal in Botswana aint going nowhere fast folks.

The good news for CCC is the really dire power shortage in SA. They are going to be begging coalies to dig it up like maniacs and the prices are going to hold up well.