Is NHC undervalued or overvalued?, page-18

yes 100 m warrants held by nhc to bowen.
i don’t understand the logic of using a pe to value a coal company or to compare a coal company.
these are stand alone businesses in my view all to do with cost to produce and quality of coal.
i find comfort that nhc has sol.
nhc appeals to me as a disciplined operational executer. this comes with a small premium.
i think sol will want this to remain the case over its life of mine and keep dividends flowing. that’s all
rest comes down to thermal.
i think the picture is becoming clearer that we aren’t going green as fast as politicians promise.
the demand is growing as tech demands.
still a bright future and as the money says the disrupter might be a carbon capture solution.