Correct me if I am wrong, but we still don't have the i's dotted and the t's crossed on the EDF deal, nor has there been any indication from CCC on where the re prioritisation of expected EDF funds will be allocated, although we have an idea of where the money will be spent.
I reckon its the EDF deal not being finalised that's holding it back. If you know you can guarantee 100% sales everything you can produce ( in any business, not just coal) for the next 20 years, at the going market rate, you have a cracker of a business.
That's why I am in in addition to the fact that they have huge potential for ramping up production and that's why the SP will improve once the EDF deal is absolutely set in concrete IMO.
Correct me if I am wrong, but we still don't have the i's dotted...
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