re: northern energy (nec)
Thanks for that article but I think it's a lot simplier than that in the short term. If NEC can prove up over the next 6mths an indicated resource of over 20mt of quality coking coal, the company will be a target. You may get your 2 to 3 bagger a little faster than you expect. I'm looking for a timetable in the coming weeks to indicate how long NEC needs to prove up some size. I think these X-QCT managers know what they are doing!
