I respect your posts and I respect your investment thesis.
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The paradigm has changed with the war in Europe.
. Two years ago I started running analysis over coal stocks and bought in with the exact same investment thesis that you're talking about. I expected a share price to rise from low $1 up to $4-5 and coal price to be $120. The coal market shows this historically on a cyclical basis.
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If you've worked on a coal mine site you'll know what a JSA (Job Safety Analysis) is and how they work. If it rains during the job, the job environment has changed, so a new safety analysis of the job needs to occur. With our investment in coal, a war has occurred, so, the thesis needs to change, or at least be done again.
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This time its different. It's different to the last 50-60 years of Australian coal. This time it's more of the same, just like the war of 1940. The more things change the more they stay the same.
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