Hag, How do we know how much blast and stripping inventory there is at Blackwater and Daunia? I see it that the more there is right now, the quicker they can get the coal out?
FWIW, I believe WHC sell down is overdone by about 10%. Let's see what happens by end of the year. Nothing much has changed with regard to thermal and coking coal prices. Thermal might be down around 5% in the last moneth or so but coking coal has been fairly stable for sometime.
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