The coal should always have been the number 1 target. It's less hit and miss than oil. IMO if CTP is going to reward all of your loyalties it will somehow be from the coal, and it looks like JH realizes that.
On the first post of this thread is a link to a research report which has a few pages on the coal market. It's well worth a read, and if I were a shareholder I'd be asking JH to begin to focus or move on.
http://www.hotcopper.com.au/post_threadview.asp?fid=1&tid=1291407&msgno=5885522#5885522
general thoughts and coal..., page-40
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