Welcome aboard psi82! If you know your coal anything like your O&G then your knowledge will be a great asset to readers of this forum.
Just one thing, you mentioned some of us basing our calculations on $200/t. I know mihal and myself are working off the company's projected margins which are based on a LT thermal coal price of $120-$130 per tonne. If you had the time over the next few weeks, it would be fantastic if you could put together some back of the envelope calculations so we can all bounce ideas off each other.
CCC Price at posting:
63.0¢ Sentiment: LT Buy Disclosure: Held