I agree with your outlook. i think you know this by now.
The difference between now and back when it was 80c is that now we have DERM here and able to potentially kill this off in AUS. And we also have the QLD state government now able to kill off UCG all together. Back then these were not on the Radar.
The SP is where it is now due to these massive unknowns and the aility of both these situations able to kill off CNX in QLD. Until Chile and the US get some runs on the board or any panels commisioned and operational then the CNX SP is linked to how bloodwood creek is going.
And right now that is completely unknown.. thus we have a sliding SP..
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I agree with your outlook. i think you know this by now. The...
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