Potential Daunia Aquisition, page-475

Hey mate, I'm still forming my viewpoint, but, here's some thoughts of what I see right now.

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I see a great deal, but, it has risk/reward. The reward doesn't kick in for several years unless coal price moons harder than 2022. The risk is that coal price maintains status quo or lower... implies $WHC prices like a tech bro co or it keeps a 6/7 handle until debt payed 2027+. Short term there's great opportunity to buy $WHC for the long term, but, I see more short term gains in $YAL right now. I'm sorta skewing that way... I've still gotta read all the docs.