Sunrise88 if this is not a LT hold sentiment then nothing is IMO. The main customer is on your door steep including the new steel mills starting up in the outer provinces. You can't get +60m seams in isolation!!!!!!!
The MRRT, Bowen Basin strikes, greenpeace, anti port development, Alan Jones etc making it very hard for Oz hopeful to justify their premiums(however I was a bit surprised with COK's update yesterday I must say). Indonesia still interesting just that we'll have to share the spoils, which is sustainable IMO.
drilling, page-3
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$1.44 |
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