we are indeed a 'touch heavy' in a single commodity i.e. coal....

  1. DSD
    15,977 Posts.
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    we are indeed a 'touch heavy' in a single commodity i.e. coal. Today Downer engineering DOW ann a massive contract of $800m over 5 years.... yet SP continued to drift down. DOW is almost 4x size of SDM, but 800m is 800m. In current mkt something exceptional is required to prompt a leap in SP. Sentiment remains very negative.
 
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