I used to be worried about SOL's NHC ownership but now I feel very comfortable. Getting a new coal mine up and running is going to be increasingly difficult. The other factor that gives me comfort in the "green energy" transition is that in the end money talks.
As a producer NHC will have the funds and be looked on favourably to implement green strategy and offset whereas a start-up will struggle to meet both environmental and capex demands. High coal prices are here to stay.
SOL Price at posting:
$28.60 Sentiment: Buy Disclosure: Held
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