stars aligning

Consider these external factors in our favour...

..Indonesian Govt likely to DELAY a regulation requiring coal miners to up-grade low quality coal... regulation was being drafted that would require coal producers to upgrade by 2014.... benchmark: 5,600 kcal/kg on an air dried basis..
.. First budget deficit in Australia for years... Floods are biting into resource exports.. for coal Aus loses 15MT production for March alone..
.. Fukushima Nuclear disaster... major negative for nuclear/uranium... thermal coal is the beneficiary.. China puts all new Nuclear approvals on hold.. Chinese coal majors currently looking to aquire off shore coal production/JV's including Indonesia..
.. Huge demand for Thermal coal in China..Japan..Asia..
.. Rising Australian dollar... at 30 year highs... big advantage for Aussie off shore resources.. all settlements in US dollars.. cheaper... no issue of expensive labour and labour shortages..

External factors all in our favour.... whats happening internally??