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Hi Christem,fresh from the mc Closkey coal conference in Cape...

  1. pitman
    1,113 Posts.
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    06/02/14
    15:32
    Post #: 12901182
    Hi Christem,

    fresh from the mc Closkey coal conference in Cape Town, the REAL Indaba, where work gets done.

    fully agree with the RBCT valuation, the cost benefit is enormous for a multitude of reasons, favourable railage rates, port costs, ship size etc etc.

    looks like RBCT will be taking on more capacity, PJ should get stuck in for an allocation.

    Like Macquaries re-read on opex, closer to the mark I guess.
    RES Price at posting: 19.0¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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