SMR 0.85% $3.49 stanmore resources limited

Apparently JSW is bidding 3 bil for 20% of Teck's coal unit....

  1. 103 Posts.
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    Apparently JSW is bidding 3 bil for 20% of Teck's coal unit. Teck produced 21.5 MT in 2022, 20% of which is 4.3 MT. Daunia produced 3.16MT and Blackwater 11.34MT in 2022. Keep in mind Teck produces 75% hard coke which is doing much better than the semisoft and pci from the bhp assets. Nevertheless, I feel like this leads more credence to the published figures for the bhp assets.
 
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